FP&A VP – MIDDLE MARKET PRIVATE EQUITY FUND @ WELL-KNOWN MIDDLE-MARKET BUYOUT FUND
This Vice President role in Financial Planning & Analysis (FP&A) is housed within a well-known middle-market buyout fund recognized for its strong operational focus. The VP will play a crucial role in managing the fund's financial health through robust budgeting, detailed forecasting, and meticulous liquidity planning. Key responsibilities include conducting complex portfolio analytics to drive strategic decision-making and optimizing fund performance. This is a high-impact position offering direct exposure to senior leadership and the opportunity to influence major financial initiatives across the platform. Candidates must thrive in a demanding, results-oriented environment and be prepared to be in the Westport, CT office 4–5 times a week.
Key Requirements
3–8 years of direct FP&A experience specifically from a Private Equity fund.
Expertise in budgeting, financial modeling, and forecasting processes.
Proven capability in liquidity planning and cash management.
Experience performing detailed portfolio analytics and performance metrics.
Demonstrated ability to interact effectively with senior leadership and C-suite executives.
Deep understanding of the private equity business model and transaction lifecycle.
Strong proficiency in advanced Excel and financial planning systems (e.g., Anaplan, Hyperion).
Exceptional communication and presentation skills.
Ability to drive financial discipline and process improvements.
Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred).