Finance & Operations Analyst

Sidekick Partners; Texas; On-site; USD 75,000 - 97,000; Full time

Benefits offered by this job

Competitive salary

Benefits

Job summary

Sidekick Partners is seeking a Finance & Operations Analyst to support the firm’s finance, fund operations, investment, and portfolio-monitoring activities. The role offers exposure across the venture lifecycle and will be based in Dallas-Fort Worth or New York City, with in-office presence required at least 3 days per week.

You will manage ad hoc projects, maintain records, assist with budgeting and close processes, and collaborate with external service providers.

Qualifications

• Hard-working with integrity and low ego.
• Independent problem solving with high attention to detail.
• Non-traditional hours; evenings and some weekend work expected.
• Ability to prioritize multiple assignments amid ambiguity.
• 0-4 years in finance, accounting, fund administration, or similar.
• Strong financial, analytical, and organizational skills.
• Experience with financial statements and GL accounting helpful but not required.
• Advanced proficiency in Excel or Google Sheets; QuickBooks preferred.
• Excellent written and verbal communication skills.
• Hands-on skills developing processes and applications in AI tools.

Responsibilities

• Manage a wide variety of ad hoc projects across finance and operations.
• Maintain internal databases and records including portfolio valuations and metrics.
• Help manage fund-level financial statements and GL activity in QuickBooks.
• Support issuance and tracking of capital calls, distributions, and investor statements.
• Assist with budgeting, cash forecasting, expense management, A/P, and vendor admin.
• Coordinate with fund administrators, tax advisors, auditors, banks, and other providers.
• Support quarterly/annual close processes, valuation updates, audit requests, tax deliverables, and compliance reporting.
• Assist with market research, due diligence and deal pipeline activities.
• Prepare materials for internal meetings and investor updates.
• Improve recurring workflows and reporting through automation.

Skills

Attention to detail

Independent problem solver

Strong work ethic

Ambiguity tolerance

Excel/Google Sheets

Claude/ AI tools

Strong communication

Time management

Tools

QuickBooks

Job description

Sidekick is an early-stage investment firm with offices in New York City and Dallas-Fort Worth. Since 2013, we have backed more than 100 companies across technology, consumer, and business services, investing primarily at the Pre-Seed through Series A stages.

We are generalists by design. We underwrite businesses and founders, not technology cycles. Our focus on business model, unit economics, and team have produced industry-leading returns across all prior fund vintages.

Portfolio companies include:

• Ring (exited) – video doorbell and home security
• Touchland (exited) – premium personal care brand
• Chronograph – portfolio monitoring and valuation software for institutional private capital investors
• Alternative Payments – payments and financial infrastructure for services businesses
• Mangomint – vertical software for salon and spa management
• Rebuy – personalization and merchandizing software for e-commerce merchants
• LedgerWay (exited) – rollup of accounting services firms
• ArcHouse – vertical software for hospice
• Crown Affair – premium haircare
• Halo Top (exited) – one of the largest US ice cream brands

Job Description

Sidekick is seeking a Finance & Operations Analyst to support the firm’s finance, fund operations, investment, and portfolio-monitoring activities. This role will work across the organization and gain exposure to the full lifecycle of an early-stage investment firm.

We are a small team, so you will be trusted with significant responsibilities early and will manage a broad mix of recurring processes and ad hoc projects. The position will be based in Dallas-Fort Worth or New York City, and it will be in‑office at least 3 days per week.

Responsibilities

• Manage a wide variety of ad hoc projects across finance and operations
• Maintain internal databases and records, including portfolio company valuations, investment activity, and key operating metrics
• Help manage fund-level financial statements and general ledger activity in QuickBooks, including account reconciliations and supporting schedules
• Support the issuance and tracking of capital calls, distributions, and investor statements
• Assist with budgeting, cash forecasting, expense management, accounts payable, and vendor administration
• Coordinate with fund administrators, tax advisors, auditors, banks, and other external service providers
• Support quarterly and annual close processes, valuation updates, audit requests, tax deliverables, and regulatory or compliance reporting
• Assist with market research, channel checks, competitive analyses, founder references, and other due diligence
• Help manage the investment pipeline, including preparing and distributing a weekly deal pipeline summary
• Prepare materials for internal team meetings and external investor updates
• Improve recurring workflows, documentation, controls, and reporting through thoughtful use of technology and automation

Skills and Qualifications

• Hard-working, high integrity, and low ego
• Independent problem solver with extreme attention to detail
• Strong work ethic – this is not a 9-to-5 role; it is common to work evenings and a few hours per weekend
• Comfortable with ambiguity and able to prioritize multiple assignments
• 0-4 years of experience in finance, accounting, fund administration, investment operations, professional services, or a high‑growth operating environment
• Strong financial, analytical, and organizational skills, with close attention to detail
• Working knowledge of financial statements, general ledger accounting, and account reconciliations are helpful but not required
• Advanced proficiency in Excel or Google Sheets; experience with QuickBooks is preferred
• Exceptional written and verbal communication skills
• Strong hands‑on skills developing processes and applications in Claude or other AI tools

What Sidekick offers

• Exposure to every part of the venture business: fund finance and operations, investing, portfolio work, and LP reporting
• Meaningful responsibility and ownership
• Competitive salary and benefits
• A small team that moves quickly and prosecutes a rigorous approach to investing