Sr Associate, Finance Operations

Description

We’re seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work closely with portfolio companies, investment teams, and senior leadership to drive financial excellence and operational efficiency. Based in Lexington, KY, the SA will play a pivotal role in shaping financial processes, supporting key transactions, and fostering strong relationships across our organization.

Portfolio Company Management

Oversee financial reporting compliance for 3–5 portfolio companies

Review monthly financials, management discussions, and cash flow forecasts

Support onboarding of new portfolio companies and CFOs

Identify and implement improvements in financial close and reporting processes

Reporting and Analysis

Provide financial insights and ad hoc analysis to senior leadership

Support internal and external reporting processes

Drive system and process improvements for reporting efficiency

Lead or contribute to financial planning and analysis projects

Due Diligence and Pre-Transaction

Participate in due diligence and integration planning for acquisitions

Assist CFOs in preparing for exits and transaction readiness

Understand and apply quality of earnings analyses

Collaborate with investment teams on financial readiness

Executive Management

Interview and support hiring of CFOs for portfolio companies

Build trusted relationships with portfolio company leadership

Coordinate executive onboarding and assessments

Execute strategic projects aligned with organizational goals

Budget and Hoshin

Establish and communicate budget timelines and expectations

Review annual budgets and provide feedback to deal teams

Support strategic planning and alignment of financial goals

Monitor compliance with budgeting and performance plans

Board of Directors Activities

Prepare financial materials for Board meetings.

Ensure alignment of performance data with board standards

Attend Board meetings and support related communications

Business Development

Maintain relationships with industry contacts and firms

Share potential deal opportunities with the Business Development team

Represent the firm at industry conferences and events

Administrative Activities

Support financial system implementations and reporting transitions

Present at internal conferences and assist with communications

Track time and expenses related to portfolio company activities

Coordinate travel and logistics with administrative support

Execution & Accountability

Own financial reporting processes for assigned portfolio companies

Ensure timely and accurate submission of reports and expenses

Communicate effectively with portfolio stakeholders

Drive initiatives that support organizational goal

Requirements

6+ years of experience in finance, accounting, consulting, or transaction advisory services

Bachelor’s degree in Finance, Business, Engineering, Accounting, or a related field

Strong understanding of financial statements and accounting principles

Proven leadership experience with executive presence

Ability to manage multiple priorities and communicate effectively across teams

Familiarity with investment metrics (IRR, MOIC, DPI) and fund accounting is a plus

#J-18808-Ljbffr