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Financial Analyst – Private Equity

Fort Lauderdale, FL

Job Summary

Support financial planning, forecasting, and performance analysis across a diversified investment portfolio. 3+ years of experience in FP&A, corporate finance, investment banking, private equity, or related fields.

Details

* FP&A Analyst
* Location: Fort Lauderdale, FL (Broward County)

We are seeking an FP&A Analyst to support financial planning, forecasting, and performance analysis across a diversified investment portfolio. This role partners closely with the senior leadership and accounting to deliver insights that inform strategy, valuation, and capital allocation.

This is a high-impact opportunity for an analytical, detail-oriented professional who enjoys working in a lean, fast-paced environment and taking ownership of core financial processes.

Key Responsibilities:

* Build and maintain financial models for budgeting, forecasting, and return analysis
* Prepare rolling forecasts and scenario analyses to support strategic decisions
* Analyze performance versus budget and forecast; identify key drivers and trends
* Develop dashboards and reporting packages for senior leadership
* Support valuation analysis, board materials, and lender/investor reporting
* Partner cross-functionally to ensure data accuracy and aligned financial insights
* Assist with special projects, process improvements, and FP&A system enhancements
* Strong analytics and data skills would be a huge plus

Qualifications:

* 3–8+ years of experience in FP&A, corporate finance, investment, or consulting
* Strong financial modeling, forecasting, and analytical skills
* Ability to translate complex data into clear, actionable insights
* Highly organized, detail-oriented, and comfortable managing multiple priorities
* Self-starter who thrives in a lean, entrepreneurial environment
* Experience with BI tools, SQL, Tableau or Python is a plus
* Strong written and verbal communication skills

Requirements:

* 3-8+ years of experience in FP&A, corporate finance, investment banking, private equity, or related fields
* Expertise in financial modeling, forecasting, budgeting, and data analysis
* Proven ability to synthesize complex information and present insights effectively to senior stakeholders

Click here for details on this job

  • Job Reference #: 01000-0013345278-usen
  • Compensation: $ 160,000
  • Min Experience: 3 years

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