Strategic Sr Finance Associate (Private Equity) Job at Jobot, Arbutus, MD

dTlLMjlPWUlVb0ZpUjhjRXlaNFBCYXR2bWc9PQ==
  • Jobot
  • Arbutus, MD

Job Description

Job Description

Job Description

Challenging & Varied Work + Seat at the table with private equity + Great leadership + Strong Career Trajectory

This Jobot Job is hosted by: Chelsea Piekarski
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $110,000 - $140,000 per year

A bit about us:

This is a private equity-backed platform in the Eastern U.S. with an aggressive buy-and-build strategy. They’ve already closed two acquisitions this year, with more in the pipeline, and are building the infrastructure now to make future exits smoother and more lucrative. You’d work in lockstep with the CFO, the PE deal team, and portfolio support to ensure performance tracking, integration success, and sale readiness are all on point.

Why join us?

  • High Autonomy – Lead key finance buildout
  • PE Exposure – Direct deal team access
  • Modern Tools – Salesforce, Planful, Intacct
  • Growth Culture – Fast buy-and-build pace

Job Details

We are seeking a Strategic Sr Finance Associate to join a rapidly expanding private equity-backed platform in the Eastern U.S. This role will work closely with the CFO and senior leadership to drive data-driven decision-making and support aggressive growth through acquisitions. The ideal candidate will bring transaction experience, strong financial modeling skills, and the ability to work in a fast-paced, evolving environment.

Key Responsibilities:
  • Partner with leadership to develop and maintain a comprehensive data cube, integrating KPIs, P&L items, and project-specific trends.
  • Support buy-and-build M&A strategy by assisting with due diligence, integrations, and ongoing portfolio performance tracking.
  • Leverage data tools, including Salesforce, Planful, and Excel-based models, to deliver actionable insights for operational and strategic initiatives.
  • Prepare for the eventual exit process by ensuring clean, accurate, and leveraged data to streamline sale readiness.
  • Collaborate regularly with the deal team, portfolio support team, and operations to maintain alignment on performance and strategy.
Qualifications:
  • 2–3 years of experience in private equity, investment banking, transaction advisory, or related field.
  • Direct experience supporting multiple deals simultaneously (buy-side and/or sell-side).
  • Strong understanding of KPIs, operational finance, and data analysis in a PE context.
  • Familiarity with financial consolidation and forecasting tools (Planful, Sage Intacct, Pegasus) preferred.
  • CPA or relevant advanced degree a plus.
Compensation: $110-$130K base + 10–15% bonus.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Job Tags

Local area,

Similar Jobs

BHEGT

Intern (Communications) Job at BHEGT

BHE GT&S has an exciting summer internship opportunity for a Communications or Public Relations major within our Communications Department at our White Oaks General Office Building in Bridgeport, WV or at our Greystone location in Columbia, SC. PI787e97f6bc52-25448-3882...

Zoox

Operational Safety Data Engineer Job at Zoox

 ...The Operational Safety Data Engineer will be responsible for aggregating, analyzing, and presenting data to inform risk-based safety processes related to fleet events as Zoox safely scales its service operations. In doing so, they will work closely with System Design... 

Novant Health

Physician Hospice/Palliative Medicine - Competitive Salary Job at Novant Health

 ...Medical Center Opportunity Highlights: 100% Inpatient Care Community hospital, large tertiary center with 900+ license beds...  ...rehabilitation programs, diagnostic imaging centers and community health outreach programs. Novant Health's nearly 40,000 team members and... 

Atlas Medstaff

Travel Healthcare Recruiter Job at Atlas Medstaff

 ...Atlas MedStaff is recognized as one of the fastest growing Healthcare Staffing Agencies in the United States. We place medical professionals...  ..., advancing the most suitable candidates through the recruitment process. Ensure candidates are provided with timely updates... 

Intuit

Tax Expert - 2+ Yrs Paid Tax Experience Required Job at Intuit

 ...strong community engagement skills to build a loyal client base, educate customers, and represent TurboTax locally. Candidates must have...  ...with customers both in-person and through Intuits state-of-the-art video communication tools. Address client inquiries while helping...