To work with the office of the CFO to model firm-wide revenue projections. Work with internal groups (i.e. Client Relations, Direct) to obtain up-to-date data such as fund closings, separate account closings, fee start dates and investment pacing in order to maintain revenue model. Responsible for working with current models and developing new and improved models for forecasting revenue. Assist with tracking revenue against annual budgeting plan and long term strategy. Will be primary gatherer of data and information as well as creator of charts, graphs and power point presentations to Senior Management. Assist with providing financial results and analysis, forecasting, and budgeting. Booking of revenue entries in general ledger system quarterly.
Job Skills and Abilities
Ability to work independently as well as part of a team
Quick learner, self-review and attention to detail a must
Excellent communication skills, both written and verbal
Knowledge of accounting, finance and private equity industry
Advanced Excel Skills for building or modifying models
Advanced Powerpoint skills for creating presentations with graphs, org charts, flow charts and model output