Aldrich Capital Partners - Financial Planning & Analysis Role

Aldrich Capital Partners LLC, founded in 2014, is a Washington, D.C. based private equity fund manager focused on investing in lower middle-market companies. Aldrich Capital Partners (ACP) was formed by experienced investors and operators who are successful entrepreneurs.

The firm was started with the philosophy of - being the entrepreneurs behind the entrepreneur, helping private, entrepreneur-run companies attain their growth objectives by tapping into the resources, knowledge base and network of relationships of the ACP organization, a team that has been responsible for over $1B+ in technology investments since 1999. ACP pursues growth equity investments, both minority and majority transactions, in growing profitable businesses in sectors such as software, healthcare IT and financial services technologies.

ACP is looking to hire FP&A for its portfolio companies eHealth Technologies/Decisions

Responsibilities :

- Provide upper management and PE owners with analysis and advice for most effective utilization of Company's financial resources to increase profitability and grow the company at an optimal rate

Maintain KPIs: 

- Review existing set of KPIs and ensure that the senior leadership of the business is focused on a smaller subset of KPIs

- Manage reporting of KPIs for the overall business on a weekly, monthly or quarterly basis as required

- Build and manage KPI reporting for each business unit

- Analyze current and past trends in KPIs

- Explain unexpected variances

- Set up frame work for the budgeting model

- Budgeting: Manage the budgeting on a monthly and quarterly basis

- Ensure that budget models are critically examined

- Create, update and maintain financial models and detailed forecasts of Company's future operations

- Ensure financial models are tied to cash flow statements and balance sheets appropriately

- Capital expenditures

- Sales models

- Productivity

- Cashflow of the business

- Key financial ratio analysis