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