Finance
Job DescriptionThis role will support the Private CFO team across process improvement activities, core financial reporting, and forecasting.
Key Responsibilities
-Support and participate in key automation and process improvement initiatives
-Assist with ongoing deliverables, including calculation and delivery of Firm equity and carried interest estimates to the Firm’s General Ledger
-Perform weekly monitoring and forecasting of current quarter projected investment related revenue, including public market pricing, FX impacts, and private valuation estimates
-Produce quarterly PPNR revenue and balance sheet forecasts, including assumption collection, input validation, and review of model outputs across revenue streams and related expenses
-Partner with cross functional Finance teams to enhance financial processes, controls, and systems
-Contribute to ad hoc analyses, projects, and initiatives as business needs arise
Required Skills & Qualifications
-Strong organizational, communication, and interpersonal skills
-Experience creating, enhancing, and maintaining process documentation
-Proficiency in Microsoft Office applications, particularly Excel and PowerPoint; Power BI experience preferred
-Familiarity with financial systems such as TM1 is a plus
-Demonstrated attention to detail, accuracy, and adherence to deadlines
-Strong control mindset with sound problem solving and critical thinking skills
-Ability to manage multiple priorities effectively in a fast paced environment
-Working knowledge of private alternative investment structures and operations (e.g., Private Equity, Real Estate, Credit) preferred
-Bachelor’s degree in Finance, Accounting, or a related field preferred
All your information will be kept confidential according to EEO guidelines.
Top Skills
Lenmar Consulting Inc Jersey City, New Jersey, USA Office
185 Hudson St, Jersey City, NJ, United States, 07311
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