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Senior Strategic Financial Analyst

San Francisco, CA 94101

Posted: 07/21/2022 Employment Type: Direct Hire Job Category: Financial Job Number: 359724

Job Description

Our client, is a uniquely long-term oriented private equity firm that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund.

The firm has tripled the number of companies in its portfolio and doubled its overall EBITDA in the past two years. They are very acquisitive, including 57 add-ons since they were founded in late 2017.

This is a great opportunity for a driven individual who wants to touch all aspects of finance (from capital allocation and planning to reporting and analysis, due diligence and integration, and capital markets) at a company that not only strongly values finance, but whose employees all have a finance background.


This individual will sit in on weekly investment team meetings, work with portfolio companies on post-acquisition projects, aid in debt refinancings/equity recapitalizations, perform financial due diligence, complete strategic analysis on potential deals, create models detailing the first year of post-integration, and monitor company performance post mortem.

JOB DESCRIPTION: At the company, finance is front and center of what we do. It informs every investment we make and every dollar of capital we source. It allows us to report on and evaluate our performance over time. And it turns insights into action by helping our CEO’s make informed decisions that grow their businesses.

As the company continues its high pace of growth, we understand that we need to scale this competency. That is why we are looking for an ambitious Senior Strategic Financial Analyst who is interested in helping build-out our Strategic Finance function. This person will partner with our VP of Finance to determine what capabilities are needed to achieve our company-wide goals over the next few years, and then set out to start executing on that vision. In this role, you’ll get to put your fingerprint on all facets of finance– from capital allocation and planning, to reporting and analysis, due diligence and integration, and capital markets. Over time, you’ll also get to start recruiting a team to support the expanding needs of the business.

Your Impact

Financial Reporting & Analysis

·        Re-envision our financial reporting by meeting with company and portfolio company leadership to understand business needs and then developing reporting that provides mission-critical information

·        Evaluate, select, and implement a business intelligence tool to increase the speed and accuracy of financial analysis and connect operational indicators to financial performance

·        Prepare monthly Board and lender reporting packages

Capital Allocation and Long-term Planning

·        Take a leading role in the annual budgeting process across the company. This includes working with portfolio company CEO’s and CFO’s to model out projections, projecting M&A, and managing the consolidation of our portfolio companies’ forecasts for Board approval


·        Review and inform financial diligence and participate in operational diligence on large acquisitions

·        Assist with onboarding new acquisitions to financial reporting requirements of the company

Trusted Finance Partner to Leadership

·        Work with portfolio company leaders to interpret key operational performance drivers and

growth trends, and serve as a subject matter expert to drive better financial decisions

Capital Sourcing

·        Play an integral role in fundraising to fuel our M&A, including lender negotiations and reporting,

cash management, and equity recapitalization events

Minimum Qualifications:

·        2-4 years in strategic finance, FP&A, or M&A transaction advisory work

·        Bachelor's Degree, or equivalent degree in Business, Finance, Accounting, or related field

·        Previous experience in private equity, strategic finance or FP&A, M&A transaction advisory, and/or investment banking

·        Mastery of Microsoft Excel and expert modeling skills. Able to synthesize large data sets or model ambiguous scenarios to derive thoughtful business insights and spur action

·        High EQ and communication skills, with the ability to collaborate across all levels of an organization

·        Superior storytelling, financial acumen, and data visualization skills

Minimum Qualifications:

·        Experience with Business Intelligence tools, including Power BI, a plus

·        CPA or CFA a plus, but not required

·        MBA a plus, but not required

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure: $90,000-$140,000. The individual may also be eligible for discretionary bonuses. 


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