Robert Half · 6 hours ago
Sr. Finance Associate
Boca Raton, FL
Full-time
Onsite
Mid, Senior Level
$150K/yr - $175K/yr
2+ years expRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. They are seeking a high-caliber Investment & Investor Reporting Associate to join their finance team, focusing on investor reporting, financial analysis, and M&A execution. The role involves collaborating with senior leadership and the Board of Directors to deliver institutional-quality reporting and performance analytics.
ConsultingHuman ResourcesRecruitingSecurity
No H1B
Responsibilities
Prepare monthly and quarterly investor and Board reporting packages, including financial statements, KPIs, variance analysis, and performance narratives
Analyze portfolio and operating company performance across revenue streams, margins, cash flow, and return metrics
Develop and maintain standardized reporting frameworks, dashboards, and data packs used by executive leadership and the PE sponsor
Support lender reporting, covenant analysis, and ad hoc investor requests
Build and maintain robust operating models, three-statement forecasts, and scenario analyses to support strategic planning
Lead budgeting, forecasting, long-range planning, and variance analysis processes
Develop and track financial and operational KPIs aligned with value creation initiatives
Perform cash flow, liquidity, and capital structure analyses
Support acquisition evaluation and execution, including financial diligence, quality-of-earnings analysis, valuation, and synergy modeling
Prepare investment memos, IC materials, and transaction presentations for senior management and investors
Assist with post-close integration modeling, tracking of acquisition performance, and realization of synergies
Partner with Operations, FP&A, Accounting, and Business Unit leaders to translate data into actionable insights
Conduct ad hoc analyses related to pricing, cost structure optimization, capital allocation, and operational efficiency
Support strategic initiatives tied to growth, margin expansion, and return enhancement
Qualification
Required
2-4+ years of experience in investment banking, private equity, corporate development, or a similarly rigorous analytical role
Strong foundation in financial statement analysis, accounting principles, and cash flow dynamics
Advanced financial modeling skills, including three-statement models, DCF, LBO, and sensitivity analyses
Expert-level Excel skills (advanced formulas, pivot tables; VBA/macros a plus)
Experience preparing executive- and investor-ready reporting and presentation materials
Strong analytical skills with exceptional attention to detail and data integrity
Excellent written and verbal communication skills; ability to clearly articulate financial insights
Proven ability to operate in a fast-paced, PE-backed environment with high expectations and tight deadlines
U.S. work authorization required
Preferred
Prior exposure to portfolio company reporting, Board materials, or LP-facing deliverables
Experience in FP&A, management reporting, or operating company finance
Familiarity with ERP systems, Power BI, or other BI/reporting tools
Exposure to acquisition integration, operational analytics, or multi-site businesses
Background in industrial services, environmental services, or other asset-intensive, scaled platforms
Benefits
Medical, vision, dental, and life and disability insurance
401(k) plan
Company
Robert Half
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10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Keith Waddell
President and CEO
Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
Recent News
EIN Presswire
2025-04-14
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