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Director - Portfolio Management

Dallas, TX
We are looking for a Director to be part of our client’s dedicated Products and Services team that focuses on Portfolio Management and FP&A for its products and services portfolio. Responsibilities will include planning and participating in board meetings, aggregating, and analyzing performance reports, conducting monthly financial reviews, preparing budgets/forecasts, participation in acquisitions analysis and due diligence, and ad-hoc projects as needed. Candidate is comfortable working independently and directly with all levels of management, and with juggling multiple projects at once. Ideal candidate strengths are performing complex analytics, analyzing business performance, and an ability to think critically and solve problems.

Ideally candidates will have some experience in Big 4 or other transaction and advisory services. This position is great for candidates that want to work closely with leadership and have a combination of FP&A related and M&A analysis exposure. Candidates will have exposure to senior management at the publicly traded parent company and the executives of its portfolio companies. This is a career track role, and an opportunity to be an early member of a small and growing team.

Portfolio Management Responsibilities
  • Preparation/review of portfolio company budgets, goals, and forecasts
  • Monthly financial reviews of each portfolio company
  • Plan and attend semi-annual portfolio company board meetings for the portfolio companies
  • Build financial summaries including income statement, balance sheet, and cash flow statements
  • Develop strong working relationships with the management teams of our portfolio companies
  • Ability to take a large amount of data and analysis and convert into a concise presentation to inform executives
  • Analyze and monitor debt metrics including payment terms, financial covenants, and other restrictions
  • Assist with the preparation of Company board/special committee presentations
  • Conduct industry research
  • Participate in acquisitions execution including financial, commercial and market due diligence, and create pro forma financial projections / capital structures
  • Ad hoc projects
  • Director level will manage, develop, train, and mentor analysts on projects and assess performance for engagement and year-end reviews

Director is mid-level position for candidates with 5+ years of work experience. The ideal candidate for either role would possess the following qualities:
  • Eagerness to learn and develop professionally
  • Strong understanding of accounting and finance
  • Excellent analytical abilities
  • Strong qualitative and quantitative research skills
  • Familiarity with Excel and PowerPoint
  • Excellent oral and written communication skills
  • Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
  • Have a very strong work ethic, organizational skills, and ability to multi-task

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