Senior Financial Analyst

Company Description

Tiverton is an investment firm exclusively focused on the food and production agriculture sector. The firm oversees $2.0+ billion of assets across debt and equity strategies in the US. The team combines deep agricultural operating experience and financial professionals to provide tailored, long-term capital solutions to the space. For more information, please visit www.tiverton.ag.

Job Description

Tiverton is seeking a proactive and resourceful Senior Analyst to join our Financial Planning, Accounting, and Compliance (“FPAC”) team who can provide the highest quality financial analysis and accounting acumen for Tiverton, while also undertaking various other tasks required at a fast-growing company. The ideal candidate will be a problem solver with the desire to work in a dynamic environment. This position will be an integral part of the Tiverton team and provide critical support to both the FPAC team and the organization. The successful Senior Financial Analyst will be self-motivated and energized by working with a group of thoughtful, smart, and skilled colleagues.

For the Investment Manager:

• Analyze financial data and assist with preparing various dashboards and financial reports
• Assist with coding and managing expense reporting, including allocation of fund related expenses 

For the Funds:

• Assist with investment reporting, forecasting, cash flow analysis, and month-end close reconciliations 
• Help manage and assist with audits, compliance, and tax quarterly, yearly, and ad hoc requests
• Assist with cash management, monitoring credit lines, and calculating interest & fees
• Complete investor requests such as fund performance and special projects as they arise 
• Develop and maintain robust internal controls over investments and fund reporting

For the Portfolio Companies:

• Partner with portfolio company leadership to build out best-in-class financial reporting and dashboards including various KPIs, benchmark reports, budget-to-actuals, etc.
• Develop and participate in process improvement projects and internal control implementation

Qualifications

• Bachelor’s degree in accounting, finance, economics, business, or other related majors
• 2-4 years of experience in public accounting, private industry, fund accounting, or a financial analysis role
• CPA required
• Fluent in Microsoft Office products, emphasis on Excel
• Strong quantitative and analytical capabilities coupled with excellent verbal and written communication skills 
• Dedicated work ethic, commitment to enhancing the team, and problem-solving skills
• Entrepreneurial attitude and desire to work for a dynamic and successful organization

Additional Information

• Competitive compensation package with eligibility for an annual bonus based on individual and Company performance
• Generous PTO and paid holiday policy
• Benefits package including Healthcare, Dental, Vision, Group Life Insurance, and 401(k)