Finance Manager

Beyer & Kelley LLC; Foster City (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Beyer & Kelley LLC in Foster City, CA seeks a Finance Manager to join the private equity firm’s Finance team. You will manage portfolio data collection, analytics, and reporting software, coordinating with deal teams and the fund administrator to ensure accurate quarterly valuation and LP reporting.

The role requires 4–6 years of experience in investment banking or private equity, strong financial modeling and communication skills, and the ability to work independently or with cross-functional

Qualifications

• 4–6 years of experience in investment banking, corporate finance, M&A, leveraged finance, private equity, or a closely related role.
• Experience with venture capital or growth equity portfolio valuation preferred.
• Strong financial modeling, analytical, and problem-solving capabilities.
• Ability to establish solid relationships with all levels of an organization; high degree of organization.

Responsibilities

• Manage portfolio data collection, monitoring, analytics, valuation, and reporting software, working closely with the deal team.
• Lead the quarterly valuation process for all portfolio companies.
• Maintain and update valuation models utilizing market multiples, discounted cash flow analyses, precedent transactions, and other accepted valuation methodologies.
• Manage the quarterly LP reporting of portfolio company data in coordination with the fund administrator and the Finance team.
• Respond to LP portfolio data requests in coordination with the fund administrator and the Finance team.
• Help with gathering portfolio company data in coordination with the deal teams for fundraising investor presentation.
• Work with senior management on pro forma analyses including fund capacity and IRR calculation.
• Work closely with deal teams and Finance team to ensure portfolio reporting and deal team analysis are consistent, e.g., capitalization table.
• Work closely with auditors, fund administrator, and Finance team on the annual audit.
• Manage the quarterly and annual valuation process with the Valuation committee and the outside valuation firm.

Skills

Relationship building

Financial modeling

Valuation analysis

Pro forma analyses

Communication skills

Cross-functional teamwork

Tools

Excel

PowerPoint

Job description

Location: Foster City (4 days in office preferred)

Our client is a private equity firm with over $3.0 billion of capital under management, focused primarily on making long term, control investments in middle market businesses. This exceptional PE firm is looking for a Finance Manager to, among other tasks, work with the Finance team helping to manage the reporting of portfolio company data in the funds financial reporting, annual meeting presentations and in fundraising efforts as well as work closely with senior management on pro forma analyses

.
POSITION DESCRIPTIO

• N:Manage portfolio data collection, monitoring, analytics, valuation, and reporting software, working closely with the deal team
• s.Lead the quarterly valuation process for all portfolio compani
• esMaintain and update valuation models utilizing market multiples, discounted cash flow analyses, precedent transactions, and other accepted valuation methodologi
• esManage the quarterly LP reporting of portfolio company data in coordination with the fund administrator and the Finance tea
• m.Manage the responding of LP portfolio data requests in coordination with the fund administrator and the Finance tea
• m.Help with gathering portfolio company data in coordination with the deal teams for fundraising investor presentation
• s.Work with senior management on pro forma analyses including fund capacity and IRR calculation
• s.Work closely with deal teams and Finance team to ensure portfolio reporting and deal team analysis are consistent, e.g., capitalization table
• s.Work closely with auditors, fund administrator, and Finance team on the annual aud
• itManage the quarterly and annual valuation process with the Valuation committee and the outside valuation fir

m.
DESIRED SKIL

• LS:Ability to establish solid relationships with all levels of an organizati
• on.High degree of organization and the ability to handle multiple tasks simultaneous
• ly.Anticipate the needs of the Finance team, deal teams and senior management for routine reporti
• ng.Demonstrate excellent verbal and written communication skil
• ls.Provide insightful, actionable solutions and outpu
• ts.Proven experience working in a fluid environment where a flexible approach is critical to succe
• ss.Ability to work both independently and collaborative
• ly.Use a creative and pragmatic approach to problem solving and thinking about ways to make financial reporting more efficie
• nt.Act with the highest level of integrity and ethi

cs.
EXPERIENCE/EDUCAT

• ION:4–6 years of experience of experience in investment banking, corporate finance, M&A, leveraged finance, private equity, or a closely related
• roleExperience with venture capital or growth equity portfolio valuation prefe
• rredStrong financial modeling, analytical, and problem-solving capabilit