FP&A /Treasury Analyst jobs in United States
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Connect Search, LLC ยท 1 week ago

FP&A /Treasury Analyst

Connect Search is a privately held investment organization seeking a highly experienced FP&A & Treasury Analyst to support financial strategy and executive-level reporting. This role involves forecasting, capital planning, and portfolio-level analysis while partnering closely with executive leadership.

ConsultingHuman ResourcesStaffing Agency

Responsibilities

Develop and maintain detailed financial models, including long-range forecasts and cash flow projections
Lead budget planning and performance analysis across multiple business units and investment structures
Support liquidity management, capital planning, and treasury-related initiatives
Analyze investment activity and performance across a diversified portfolio
Prepare executive and board-level materials, including dashboards and financial summaries
Partner with leadership on strategic initiatives, scenario analysis, and special projects
Support financial systems, reporting tools, and data integrity across entities

Qualification

Financial modelingForecastingCash flow analysisBudget planningExecutive communicationExcel proficiencyInvestment analysisData integrityPresentation skills

Required

Bachelor's degree in Finance, Economics, or related field
7+ years of progressive experience in financial analysis, treasury, or investment-focused environments
Advanced financial modeling and forecasting expertise
Experience supporting complex entity structures and investment portfolios
Strong executive communication and presentation skills
High proficiency in Excel and financial reporting tools

Preferred

Background in family office, investment firm, or energy-related environments strongly preferred

Benefits

Medical
Dental
Vision
401k
PTO

Company

Connect Search, LLC

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Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.

Funding

Current Stage
Growth Stage

Leadership Team

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Meade Kelley
Chief Operating Officer
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Ben Hirsh
Partner | President, Direct Hire Placement & Connect Financial Consulting
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Company data provided by crunchbase