Financial Planning & Analysis Co-Op

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

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Paid time off

401(k)

Charitable donation match

Family support services

Job summary

Audax Group is seeking a motivated Co-op to support finance operations, process improvement, and data initiatives within a private equity setting. The role sits in a fast-paced environment and requires collaboration across Accounting, FP&A, and Tax teams to improve reporting and data readiness.

The position emphasizes meticulous data handling, process documentation, and communication with senior leadership, with in-office requirements of 3–4 days per week in Massachusetts.

Qualifications

• 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 for senior leadership.
• Demonstrated interest in process improvement, data structuring, and cross-functional collaboration.

Responsibilities

• Own the build-out of streamlined expense reporting processes from the ground up.
• Transform how expense reports are presented and formatted for clarity.
• Develop and implement a robust data structure to support automated reporting.
• Coordinate with Finance teams to develop integrated datasets for forecasting and tax analysis.
• Document key interdependencies across Accounting, FP&A and Tax processes.

Skills

Excel proficiency

Attention to detail

Written and verbal communication

Cross-functional collaboration

Data analysis

Education

Pursuing degree in Finance/Accounting/Business

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.

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)

Office Requirements: 3-4 days in office

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
• 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 submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. 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.

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As set forth in Audax Group’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

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