Financial Analyst
Visionaire Partners - Buckhead, GA
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Financial Operations Analyst Fast-paced investment firm seeks a Financial Operations Analyst to support portfolio company growth through data, reporting, and financial analysis. This is not an investment role but focuses on improving operations and reporting.Key **Own and manage portfolio reporting Build dashboards and conduct performance analyses across companiesSupport onboarding and integration of new portfolio companiesBenchmark financial metrics using internal and external dataMaintain reporting systems and assist with monthly reporting packagesCollaborate with company CFOs and internal teams to improve insightsAssist in creating financial models for forecasting, budgeting, and cash flowSupport ERP and system implementations at portfolio companiesDrive best practices in financial reporting and data analyticsHelp identify cost-saving opportunities and build standardized toolsLocation & *Atlanta based with 1 day remote. Up to 30% travel.*Bonus, equity, 100% paid healthcare, 401(k) match, parental leave, and catered lunches.**2+ years in financial analysis or PE operationsAdvanced Excel Strong understanding of accounting/financial conceptsBachelor's degree in Finance, or Accounting Excellent communication, analysis, and systems aptitudeAble to travel up to 30%
Created: 2025-06-23