Senior Financial Planning Analyst

About Us

Halo Recruiting is a white-glove recruiting firm helping U.S. companies access elite global talent for 80% less than domestic equivalents. We recruit, screen, and rigorously vet top-tier remote workers based in the Philippines to work as full-time embedded team members within your business. Our candidates are 100% English-fluent, university-educated, and have years of corporate experience from top-tier brands like Google, KPMG, PwC, Canva, Mercedes-Benz, Exxon, Amazon and Deloitte, to name a few.

Job Title: Senior Financial Planning & Analyst - VCT Analysis

Salary Range: $2,500 - $3,000 gross USD per month

Location: Permanent Remote (Primarily U.S. Central Time Hours)

About the Company:

Our client is a middle-market private equity firm with approximately $2.3 billion in assets under management. The firm focuses on partnering with business and consumer services companies to accelerate their growth and build them into industry leaders. It employs a proactive, research-driven investment process to identify leading businesses in attractive services sectors and has earned a reputation for working effectively with entrepreneurs to provide strategic, operational, and financial expertise to help elevate their companies to the next level of success.

About the Value Creation Team (VCT):

The firm's Value Creation Team (VCT) consists of professionals with diverse expertise across different functional areas, including strategy, finance and accounting, corporate development, capital markets, and talent management. The VCT is dedicated to managing the firm's value creation efforts to drive business performance and growth in partnership with portfolio company management teams.

Position Summary:

The VCT is seeking a technically proficient, analytical, and detail-oriented professional to collaborate with portfolio company management teams to support the Office of the CFO (OCFO) initiatives. This individual will play a crucial role in developing KPI reporting packages and dashboards, while also assisting with other high-impact FP&A projects and initiatives. Additionally, this individual will support the recruitment and training of nearshore and offshore FP&A resources placed at the portfolio companies to accelerate the workstreams described above.

This position provides high visibility across multiple portfolio companies, offering broad exposure to various industries and unique business scenarios. While the environment fosters ambition and commitment to shared goals, the firm also highly values work-life balance. The ideal candidate embodies an entrepreneurial spirit and values building relationships based on trust, transparency, and respect.

Responsibilities:

Aggregate and organize financial and operational data to develop comprehensive KPI reporting and dashboards that provide actionable insights and enable data-driven decision-making

Complete KPI gap analyses to identify limitations in the data and reporting environment, helping portfolio company management teams develop strategies to resolve identified gaps and drive automation

Build and refine templates and processes related to FP&A and KPI reporting

Partner with portfolio company CFOs and the VCT on special projects and strategic initiatives

Help recruit, mentor, and train nearshore and offshore FP&A employees at portfolio companies

Education & Experience:

Superior academic achievement at a top-tier undergraduate program

5+ years of experience in financial due diligence, FP&A/corporate finance, investment banking, and/or private equity

Skills and Character Traits:

Strong proficiency in Microsoft Excel (lookups, charts/visualizations, data cleansing, pivot tables, macros, etc.)

Solid understanding of financial statements, financial analysis, and key metrics

Experience working with messy or disparate data exports from multiple systems

Experience building KPI dashboards and working with visualization tools (Power BI, Tableau) preferred

Strong analytical skills and attention to detail

Strong verbal, written, and visual communication skills

Excellent interpersonal and relationship-building skills

Strong ownership mentality with the ability to self-manage and actively contribute

Resourceful and eager to learn and problem-solve autonomously

Uncompromising personal and professional integrity

Interest in a fast-paced, multi-faceted role that provides exposure to multiple workstreams across different industries