Financial Planning & Analysis Co-Op

Audaxgroup; Boston (MA); On-site; USD 39,000 - 41,000; Part time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Life insurance

Disability insurance

Charitable donation match

Family support services

Job summary

Audax Group in Boston, MA seeks a motivated Co-op in Finance to support expense reporting, data structuring, and cross-functional process improvements. You will work with Accounting, FP&A and Tax to enhance reporting, data tagging, and forecasting while developing practical experience in private equity operations.

The role requires a finance/analytical degree pursuit, strong Excel skills, and attention to detail.

Qualifications

• Pursuing a degree in Finance, Accounting, Business or analytical field.
• Proficiency in Microsoft Excel required.
• High attention to detail with data across multiple systems.
• Strong written and verbal communication for senior leadership.
• Demonstrated interest in process improvement and data structuring.

Responsibilities

• Own the build-out of streamlined expense reporting processes from the ground up.
• Develop a robust data structure to support automated reporting.
• Oversee allocation processes to remove inefficiencies and ensure data flow accuracy.
• Document key interdependencies across Accounting, FP&A and Tax processes.

Skills

Excel

Attention to detail

Communication

Process improvement

Cross-functional collaboration

Education

Finance/Accounting/Business degree (pursuing)

Tools

Microsoft Excel

Job description

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.

For more information, visit www.audaxgroup.com or follow Audax Group on LinkedIn.

CO-OP/Intern Cycle: Winter/Spring 2027

Anticipated Start & End Date: January 4, 2027 - June 25, 2027 (these dates may vary slightly depending on if you are a co-op through your school for credit or an internship not for school credit)

Location: Boston, MA

Office Requirements: 3-4 days in office

Team: Financial Planning & Analysis

About the Role

We are looking for a motivated Co-op to join our team and support a range of finance operations, process improvement, and data initiatives. This role is a strong fit for someone who is detail-oriented, comfortable working across accounting, FP&A, and tax functions, and eager to build practical experience in financial operations at a private equity firm. The Co-op will work closely with the finance team and partner with Business Solutions on data structure initiatives.

Key Responsibilities

Expense Reporting

• Own the build-out of streamlined expense reporting processes from the ground up
• Transform how expense reports are presented and formatted for greater clarity and polish

Data Structure & Tagging

• Develop and implement a more robust data structure that will serve as the backbone for more automated reporting
• Partner with Business Solutions and the finance teams to develop integrated datasets to streamline forecasting processes for P&L and tax analysis
• Coordinate with cross-functional team members to confirm consistency of data definitions and tagging conventions across internal systems and files

Process Clean-Up & Controls

• Overhaul existing PE and PD allocation processes to eliminate inefficiencies
• Establish robust checks and controls to ensure data flows accurately through underlying files
• Prepare clear, concise summaries of allocation outputs for senior executives

Process Documentation

• Document key interdependencies across Accounting, FP&A and Tax processes
• Identify gaps and hand-off points between teams to improve cross-functional visibility and consistency

Qualifications

• Currently pursuing a degree in Finance, Accounting, Business, or another analytical field
• Proficiency in Microsoft Excel required
• High attention to detail and sound judgment when working with data across multiple systems and files
• Strong written and verbal communication skills, including the ability to synthesize information for senior leadership
• Demonstrated interest in process improvement, data structuring, and cross-functional collaboration

OTHER DUTIES:

For Massachusetts: The hourly range for this position is $28.00 - $30.00. The hourly range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance.

Audax offers a wide range of employee benefits to full-time employees, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Audax Management Co. is an equal opportunity employer.

Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third‑party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third‑party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. Any third‑party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.