Sr. Finance Analyst, Portfolio Operations

Reposted 4 Days Ago
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Raleigh, NC
In-Office
Mid level
Financial Services
The Role
The Senior Analyst will enhance financial modeling, support operational excellence, optimize processes, and communicate effectively with portfolio leadership.
Summary Generated by Built In
Company Description

TIVERTON is an investment firm exclusively focused on the food and production agriculture sector. The firm oversees $2.2+ 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

POSITION SUMMARY 

Tiverton is seeking a proactive and resourceful Senior Analyst, Portfolio Operations, who can provide the highest-quality financial modeling, operational, and accounting acumen for Tiverton and its related portfolio companies. This position will be an integral part of bridging deal execution and management oversight with operational excellence. The ideal candidate will be a problem solver who is hands-on, capable of summarizing key data, and an effective communicator. They should possess the drive and skills to develop strategic frameworks, identify business improvement opportunities, and implement solutions with stakeholder buy-in. The successful Senior Analyst, Portfolio Operations, will be self-motivated and energized by working with a group of thoughtful, smart, and skilled colleagues.

  

PRIMARY RESPONSIBILITIES 

  • Partner with the portfolio company leadership to build out best-in-class accounting and financial processes, including 3 to 5-year strategic plans, financial forecasts, and board reporting
  • Monitor net working capital, credit facilities and cash management, including a rolling 13-week cash forecast
  • Collaborate with deal teams and portfolio company leadership to develop an annual budget, forecast, actuals-to-budget with variance analysis and commentary  
  • Conduct in-depth analysis of portfolio company performance identifying areas for improvement and growth opportunities
  • Develop various industry leading KPIs, dashboards, other metrics for board presentations
  • Partner with leadership to develop and implement of strategic plans to maximize investment returns
  • Co-lead key strategic value creation ideas, post-acquisition synergies, and capital expenditures optimization
  • Develop and participate in portfolio companies process optimization, system implementation, and internal control projects/enhancements 

Qualifications

  • Bachelor’s degree in accounting, finance, economics, business, or other related majors
  • CPA or master’s degree preferred
  • 2-4 years of experience in public accounting, financial analysis, operations, corporate strategy, or a management consulting role; agriculture or private equity industry experience is a plus
  • 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
  • Deep understanding of financial statements mechanics and enterprise value in a private equity context
  • A willingness to travel as needed (potential to be ~20%-30%)

Additional Information

  • Role is in-person at our Raleigh, NC office
  • 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)

Top Skills

Accounting Software
Excel
Financial Forecasting
Financial Modeling
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The Company
HQ: Raleigh, NC
19 Employees
Year Founded: 2013

What We Do

Tiverton is an agricultural asset manager managed by farmers and financiers.

We are passionate about Advancing Ag - Financially, Agronomically & Environmentally.

We partner with and invest in production agriculture businesses and professionals throughout the Ag value chain

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