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Senior Associate, Portfolio Finance | PE Firm | Strong

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Daley And Associates, LLC.
Full Time position
Listed on 2026-09-28
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Portfolio & Asset Management, Corporate Finance
Salary/Wage Range or Industry Benchmark: 110000 - 130000 USD Yearly USD 110000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Senior Associate, Portfolio Finance | PE Firm | Strong Compensation & Excellent Benefits

Senior Associate – Portfolio Finance

Location: Lexington, KY (Full-Time In-Office)
Compensation: $110,000–$130,000 base + bonus

A leading private equity firm is seeking a Senior Associate to join its Portfolio Finance team in Lexington, KY. This individual will work closely with portfolio company CFOs, investment teams, and senior leadership to strengthen financial reporting, improve processes, and support strategic initiatives across the portfolio.

Key Responsibilities:
  • Oversee financial reporting and performance across 3–5 portfolio companies
  • Review monthly financials, cash flow forecasts, budgets, and management reporting
  • Partner with CFOs to improve close, reporting, and finance processes
  • Support acquisition due diligence, integrations, and exit readiness
  • Provide financial analysis to investment teams and senior leadership
  • Prepare financial materials for Board meetings
  • Support finance systems and process improvements
Qualifications:
  • 6+ years of experience in accounting, finance, transaction advisory, or consulting
  • Strong understanding of financial statements and accounting principles
  • Experience with budgeting, forecasting, and financial analysis
  • Strong communication skills and ability to work with senior executives
  • Private equity, transaction, or portfolio company experience is a plus
  • Familiarity with IRR, MOIC, DPI, or fund accounting is beneficial

This is a compelling opportunity for someone looking to gain broader exposure within private equity and work directly with portfolio company leadership.

Position Requirements
10+ Years work experience
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