Financial Planning & Analysis Associate recruitment
The portfolio company, based in Pittsburgh, PA, is a small-cap mortgage services business. The ideal candidate will have experience in a similar role, the ability to be a self-starter and manage multiple projects at once and operate effectively in a team environment. This is a long-term position with opportunity for advancement.
Financial Planning Analysis Associate
Responsibilities:
• Prepare monthly management reporting package and assist with regular business reviews
• Assist with developing and maintaining detailed financial forecasts
• Perform analyses and create reports that measure various financial and operational metrics
• Assist with business development efforts, including organic growth and strategic acquisitions
• Other general finance and planning duties as required
Qualifications:
• Bachelors Degree in Finance, Accounting, Business Management or similar field
• Minimum of 3 years experience in corporate FPA, Investment Banking or a MBA and 2 years experience in a similar corporate role
• Strong Excel and PowerPoint skills
• Strong communication and project management skills
• Comfortable working with senior management and a financial sponsor
• Ability to take ownership of deliverables and meet tight deadlines
• Ability to “hit the ground running” with little training
• Experience in real estate services or the mortgage industry is a plus, but not required