Business Analyst

TF Human Resources; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading private equity firm is seeking a skilled Business Analyst to manage data analytics for financial and operational data. This cross-functional role requires strong skills in data analysis and tools like Salesforce.com, providing a career path in the fast-paced private equity industry.

Qualifications

• Minimum two years of experience in data management and analysis.
• Strong ability to work independently and in teams.
• Understanding of financial statements and data reporting.

Responsibilities

• Lead the Data & Analytics function; manage financial and operational data.
• Ensure data integrity in CRM and finance systems.
• Participate in projects to enhance Data Quality and Master Data Management.

Skills

Excel

Database Management

Presentation Skills

Education

Undergraduate degree in finance, economics, business or accounting

Tools

Salesforce.com

ILEVEL

Job description

We are seeking for an energetic and collaborative analyst with experience and passion to fill ourBusinessAnalystposition. In this role you will be responsible for leading our Data & Analytics function. This is a cross-functional role where you will work with various areas (Investor Relations, Portfolio Excellence, Human Resource and Business Development) collecting and analyzing financial and operational data of our Private Equity and Portfolio Companies. If you enjoy working in a highly collaborative, analytical, fast-paced and dynamic environment, this is the right opportunity for you!

The ideal candidate will be highly skilled in all aspects of data analytics, including mining, generation and visualization. The role is committed to transforming data into readable, goal-driven reports for investors and business leaders.

Job Description

• To be the ‘data master’ for key IT platforms that collect financial, operating and contact management data across the portfolio of companies that Paine Schwartz owns and network of contacts
• Responsible for the timeliness and integrity of data in CRM (Salesforce.com) and finance/operating data systems (iLevel) and likely other data in the future
• Actively participate in innovative projects to improve the Data Quality or master Data Management within the Firm’s data ecosystem
• Responsible for assisting with the maintenance and updating of core firm marketing material, as well as supporting the Investor Relations & Business Development functions on specific presentation workstreams
• Will support the Human Capital, Investor Relations, Business Development and Portfolio Operations function with insightful and useful reporting and analysis from these systems
• Will have a career path in the exciting Private Equity industry with options to progress into more Financial or other functional responsibilities

Qualifications

• Excellent excel, database and PPT skills
• Understanding of income statements, balance sheets and cash flow reports and how they tie together
• Good people management skills, ability to follow-up and ensure data is received timely and correctly in a professional manner
• Ability to take initiative and work independently, while demonstrating strong teamwork
• Must be able to work in a fast-paced environment, manage time and priorities under pressure and meet deadlines

Specific Technology platform requirements:

• Salesforce.com (experience with this specific CRM tool is heavily desired):
• Create custom objects, design page layouts, adjust fields and create custom reports.
• Ability to use Salesforce data loader and Conga reporting solutions
• Understanding of Pardot or other email marketing software
• ILEVEL (we don’t require experience with this specific portal/finance tool but experience with ERP and financial platforms is desired). Ability to map data from financial statements.

Qualifications:

• Undergraduate degree, preferably finance, economics, business or accounting related
• Minimum two years of experience in a professional business context involving data management, analysis and reporting

Additional Information

Paine Schwartz Partners is a private equity firm specializing in sustainable food chain investing.

With a differentiated focus on the global food and agribusiness sectors, we leverage our thesis-driven approach and operational expertise to enhance value in each of our investments.

https://careers.smartrecruiters.com/TFHumansResources1