Principal, Corporate Financial Planning & Analysis presso Pantheon Ventures Careers
Pantheon Ventures Careers · New York, Stati Uniti d'America · Onsite
- Senior
- Ufficio in New York
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, real assets and private credit.
We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023).
Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.
For further details please visit www.pantheon.com
Purpose of the Position
The Principal, Corporate Financial Planning & Analysis is a senior leadership role within Finance responsible for stewardship of the financial planning and analysis activities across Pantheon. This lead role is critical in guiding strategic decision-making by developing and providing comprehensive financial reporting, insights, forecasting and budgeting. This individual is forefront for Finance in partnering with executive leadership, department heads, and cross-functional teams to provide insights and recommendations that drive business growth, profitability, and operational excellence.
Key Responsibilities:
Business Partnership:
- Act as a trusted advisor, translating financial data into strategic recommendations to optimize business performance.
- Collaborate with department heads and functional teams to understand their specific objectives and provide reporting, analysis, and guidance
Budgeting and Forecasting:
- Oversee the development of annual budgets and long-term financial forecasts based upon relevant scenarios and market trends.
- Monitor business performance, analyse variances, and provide actionable recommendations to drive better performance and/or efficiencies.
Financial Analysis:
- Conduct deep financial analysis including revenue and cost analysis, profitability/viability assessments.
- Identify trends, opportunities, and risks in financial data, providing insights to support decision-making.
Management Reporting:
- Prepare and present regular financial reports to executive leadership, highlighting key performance indicators and financial insights.
- Create dashboards and visualizations that effectively communicate financial information to stakeholders.
Financial Modelling:
- Develop and maintain complex financial models to support scenario analysis, investment evaluations, and strategic initiatives.
Team Leadership:
- Lead and mentor junior members of the Finance team, fostering a high-performing and collaborative work environment.
- Act within the Finance Senior Leadership team to create team culture and drive team-building engagement.
Process Improvement:
- Continuously enhance financial planning processes, systems, and tools to streamline workflows, unlock new capabilities and/or minimize risk.
- Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct
Knowledge and Experience Required:
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree is a plus.
- Professional certification such as CFA, CPA, or CMA is highly desirable.
- Proven experience (8+ years) in financial planning, analysis, and strategic financial management.
- Strong analytical and problem-solving skills with the ability to synthesize complex financial data into actionable recommendations.
- Proficiency in financial modelling, budgeting software, and advanced Excel skills; experience with financial planning software is advantageous.
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
- Leadership experience with a track record of managing and developing high-performing teams.
- Strategic mindset with the ability to think long-term and contribute to overall business strategy.
- Hands-on willingness to engage and execute within a highly dynamic atmosphere.
Expected base salary range: $200,000 - $225,000
Actual base salary is determined by a range of factors including individual experience, skills and qualifications.
In addition to the above salary, Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary bonus
This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.
Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.
