Senior Associate, FP&A, Value Creation Team

LLR Partners

Philadelphia, PA, USA
Posted on April 22, 2024

LLR Partners is recruiting a client-oriented Finance professional to join its Value Creation Team (VCT) and work as part of the Finance & Operations team. LLR’s VCT works collaboratively with LLR’s investment teams as well as the management teams of our portfolio companies to help accelerate growth by supporting projects in Finance, HR, Go-to-Market, Strategy, and Product/Technology. This is accomplished by providing experience-based advice and best practice sharing.

The Sr. Associate, FP&A will report directly to the Director, FP&A of the VCT. This individual will manage the day-to-day monitoring of selected portfolio companies, including managing monthly financial reviews, board meetings, financial modeling, capital formation, etc. In addition to specific portfolio monitoring, this individual will provide general advisory services to portfolio company CFOs including budgeting, cash forecasting, and board reporting. This is an exciting opportunity that will help shape the success of portfolio companies from initial investment through exit planning.


To support the portfolio company needs, this role will perform many different tasks, with a focus on the following accountabilities:

  • Manage end-to-end performance monitoring for selected portfolio companies
  • Provide financial recommendations and operational insights to improve company results
  • Support exit planning strategies and research
  • Lead FP&A engagements with the portfolio from start to finish
  • Support VCT in developing consumable templates and content for the portfolio

Skills and Requirements

  • Bachelor’s degree in Finance, Accounting or Business
  • 5-7+ years’ relevant experience in a combination of FP&A, transaction services or banking with a minimum of 3 years of recent experience in FP&A
  • Mastery of financial modeling and deep understanding of financial statements
  • Demonstrated ability to understand and impact the financial and strategic drivers of businesses
  • Significant experience defining and operationalizing financial strategies.
  • Willingness to travel to portfolio companies (up to 25% of time)
  • Ability to work in a fluid environment while maintaining a consultative approach
  • Ability to work on multiple projects in parallel
  • A commitment to a culture of trust, support, respect, humility, and innovation
  • Excellent communication skills
  • Proven collaborative, organizational and team management skills
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