Fp&A Analyst/Associate

Dubin Clark & Company, Inc. is hiring for an FP&A Analyst / Associate in Jacksonville Beach, FL. The FP&A Analyst / Associate plays a critical role in Dubin Clark’s overall strategy by ensuring that business units meet financial and operational targets, support the financial modeling of portfolio companies, and use data to highlight opportunities for improvement and/or cost savings. This fast-paced position has longer potential with exceptional performance and works collaboratively with all Dubin Clark teams: Deal / Investment Team, CFO/CCO, Business Development, and Investor Relations teams. This role could potentially lead to CFO role in a PE-backed company.
As the FP&A Analyst / Associate you will:

• Prepare and maintain key performance indicators (KPI) reports and operational dashboards for diverse project portfolios across the entire organization.
• Provide close support for the design, development, implementation, and management of the model and forecast activities by collaborating closely with key stakeholders.
• Manage Dubin Clark financial planning, budget, and cash flow projections.
• Generate monthly variance reports, research, and review discrepancies and financial errors with stakeholders, and record corrective entries for adjustment.
• Create and analyze reports to answer questions, identify issues, and develop short and long-term solutions in support of the organization’s operational and growth strategies.
• Perform month-end closing procedures and maintain accurate financial picture of the Dubin Clark portfolio. Work autonomously to ensure Financial Statements, KPI and other reports are presented free of error and in a timely manner.
• Assist in the management of Small Business Investment Company, SBIC, fund requirements: reporting requirements, accounting and valuation standards, reserving, drawing, and managing SBA leverage, and preparing for SBA examinations
• Work with the investment team and legal counsel to determine if the investments being considered qualify for as a small business company as defined in the SBA regulations.
• Collect, review and sign off on all necessary supporting documents obtained from the small business company in connection with the financing.
• Work with the investment team, portfolio reporting and analysis team and legal counsel on all deal activity post-closing – add-on activity, transfers etc.
• Assist the accounting team with submitting quarterly filings to the SBA.
• Maintain appropriate records for each portfolio company.
• Work with the accounting team addressing all inquiries made during the annual SBA examination

To be successful in the role you must possess:

• Undergraduate degree in accounting, finance, or marketing preferred
• 1‐3 years of post‐undergrad management consulting, investment banking, corporate finance or general finance / accounting experience with superior performance
• Strong written and oral communication skills, including ability to interact with key stakeholders
• Strong problem‐solving and analytical skills, and excellent research skills
• Ability to work independently and meet demanding deadlines
• Strong ethics and values
• Microsoft Excel, PowerPoint and Word required

Dubin Clark & Company, Inc. is a private equity firm that focuses on strategic and operational value creation. The firm makes control equity investments in branded niche manufacturing and specialty service companies with revenues from $5 million to $100 million. If you are interested in working with an innovative organization, please apply today!
#INDPE2023