Financial Analyst with Private Equity

LightPath Technologies; Orlando (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

LightPath Technologies, located in Orlando, Florida, is seeking a Financial Analyst specializing in Private Equity. In this role, you will evaluate investment opportunities and support strategic decision-making through thorough financial analyses. Your expertise will directly impact our investment portfolio’s success while working in a dynamic and fast-paced environment.

Key responsibilities include conducting industry research, preparing detailed reports, and utilizing advanced financial modeling techniques to enhance reporting clarity. Join us for an exciting opportunity to leverage your financial skills in a vibrant environment!

Qualifications

• Proficiency in advanced Excel functions and data visualization.
• Strong understanding of profit & loss statements and corporate finance.
• Experience with investment banking or private equity environments.

Responsibilities

• Perform in-depth financial analysis of private equity investments.
• Develop and maintain financial models for investment decisions.
• Prepare detailed financial reports and presentations.

Skills

Proficiency in Microsoft Excel

Understanding of financial concepts

Experience with financial software

Expertise in financial modeling

Excellent analytical skills

Knowledge of financial report writing

Familiarity with data collection techniques

Tools

Excel

VBA

Power BI

Bloomberg

Hyperion

SQL databases

Tableau

Job description

We are seeking a dynamic and detail-oriented Financial Analyst specializing in Private Equity to join our growing team. In this role, you will be at the forefront of evaluating investment opportunities, conducting comprehensive financial analyses, and supporting strategic decision-making processes. Your expertise will help drive our investment strategies forward by providing insightful financial modeling, data visualization, and business intelligence. This position offers an exciting opportunity to work within a fast-paced environment where your analytical skills and financial acumen will directly impact our investment portfolio’s success.

Duties

• Perform in-depth financial analysis of potential private equity investments, including valuation, cash flow analysis, and risk assessment
• Develop and maintain complex financial models using Excel, VBA, and Power BI to support investment decisions
• Collect and interpret data from various sources such as Bloomberg, ERP systems, Hyperion, and SQL databases to inform analysis
• Prepare detailed financial reports, presentations, and executive summaries that clearly communicate insights and recommendations
• Conduct industry research and quantitative analysis to evaluate market trends and competitive positioning
• Support budgeting, forecasting, and strategic planning processes for portfolio companies
• Utilize business intelligence tools like Tableau and data visualization techniques to enhance reporting clarity and decision-making efficiency

Skills

• Proficiency in Microsoft Excel including pivot tables, data visualization, and advanced functions; experience with VBA is highly desirable
• Strong understanding of financial concepts such as profit & loss statements, cost accounting, corporate finance, and governmental accounting
• Experience with financial software including Bloomberg terminals, Hyperion, SQL databases, ERP systems, Power BI, and Tableau for data collection and analysis
• Expertise in financial modeling, forecasting, budgeting, and cash flow analysis within private equity or investment banking environments
• Excellent analytical skills with a keen eye for detail; ability to perform quantitative research and strategic business analysis
• Knowledge of financial report writing standards along with strong written communication skills for preparing comprehensive reports
• Familiarity with data collection techniques and tools used in business intelligence to support profit & loss analysis and operational insights

Join us to leverage your financial expertise in a vibrant environment where strategic thinking meets innovative analysis. Your skills will empower smarter investments while advancing your career in private equity finance!