Manager, Financial Planning & Analysis

| New York, NY, USA
Employer Provided Salary: 140,000-165,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London. Since its founding in 1999, the firm has raised over $38 billion in capital across its Private Equity and Private Debt businesses. With more than 400 employees and over 160 investment professionals, the firm is a leading capital partner for North American middle market companies. For more information, visit the Audax Group website

Audax Private Debt invests in established middle market companies through first lien, stretch senior, unitranche, second lien, subordinated debt, and equity co-investment solutions. We work collaboratively to build financing solutions shaped to meet the needs of our private equity clients, capital partners, and investors. Since 2000, we've invested over $37 billion across our debt vehicles.  For more information, visit the Audax Private Debt website


As part of our continued growth, Audax Private Debt is seeking a Manager to join our Private Debt FP&A team. You will gain exposure to multiple aspects of private debt investing by working closely with the investment team, finance team and investor relations professionals.

In this role, you will be responsible for various financial planning and analysis functions, to support the firm's performance and growth.

Responsibilities will include building, developing, improving, and maintaining fund level FP&A models. These models will be used to project performance and revenue to the management company, analyze fund-level leverage facilities and fund structures, analyze management fee and incentive fee structures, provide cash flow forecasts and other analysis to investors, manage liquidity, and analyze the impact of various business decisions and strategies.

The candidate will be required to present outcomes to management and explain the drivers in detail, with an emphasis on how certain inputs affect results. You will help transition certain FP&A models into Anaplan to develop a “live” P&L model for the firm.


  • Build, maintain and improve fund level models for performance projection and business analysis
  • Develop analytical models to project the effect of various leverage facilities on fund performance
  • Build carried interest waterfalls as defined by the LPAs
  • Construct hypothetical models to evaluate new products
  • Create Investran/Snowflake reports of accounting data to improve update processes for FP&A models
  • Monitor the gross and net performance of the funds
  • Transition Excel models into Anaplan models for the Debt Origination business
  • Assist in the preparation of strategic plans


  • Bachelor’s degree in Finance, Economics, or a related major
  • Minimum of 5 years of relevant professional experience; 5+ years of professional experience preferred
  • Technologically savvy with advanced Microsoft Excel modeling skills
  • Strong analytical and critical thinking skills
  • Confidence in work product and ability to communicate with management
  • Self-starter with an ability to work independently and in a team environment
  • Strong organizational, interpersonal and communication skills
  • Demonstrated ability to multi-task across numerous projects with short deadlines
  • Experience working with different teams while maintaining appropriate project prioritization
  • Positives, but not requirements:
    • Understanding of alternative investments: private debt, senior /mezzanine/and or direct lending
    • Experience with various types of leverage: ABL, CLO, Subscription lines and hybrid facilities
    • Experience with FP&A software: Anaplan
    • Experience with fund accounting software: Investran/Snowflake

LOCATION: New York, NY. 4 days/week in office.  These in-office requirements may change based on the needs of the business.

For New York City only: The base salary range for this position is $140,000 - $165,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. 

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

 This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. 

Audax Management Co. is an equal opportunity employer.

Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

More Information on Audax Group
Audax Group operates in the Financial Services industry. The company is located in Boston, MA. Audax Group was founded in 1999. It has 384 total employees. To see all 6 open jobs at Audax Group, click here.
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