GEORGIA OAK PARTNERS

Georgia Oak is an Atlanta-based private equity firm focused on buyouts and growth equity investments of founder and family-owned businesses. We focus on top line growth and work with management teams to identify new market opportunities that will take a business to the next level, while maintaining the legacy and culture of the founders with our relationship-based approach. We work side-by-side with our portfolio companies as partners to define growth strategies and build strong organizations. With over a decade of being in business, Georgia Oak has become one of the top founder-friendly private equity firms in the Southeast.  More info can be found on our website: www.GeorgiaOak.com.

POSITION: Portfolio Finance Manager, Part-time, start date as soon as possible

LOCATION:  Atlanta, GA, flexibility to work from home once ramped

THE HEADLINES:

You will have the opportunity to work on a wide range of portfolio-related financial projects (financial reporting, add-on acquisitions, forecasting, strategic initiatives), operational improvements, and the coordination of post-closing financial integrations. You will work with portfolio executives and the Georgia Oak team to help inform and execute the value creation plans.

The successful candidate will have a good mix of technical accounting expertise, advanced analysis, financial modeling experience, and experience with generating provocative financial reporting packages.

PRIMARY DUTIES:

1. Prepare quarterly financial reporting packages including KPIs, rolling forecasts, and variance analysis to enhance our strategic decisions regarding our portfolio companies
2. Support the finance and accounting functions of portfolio companies by providing financial insight and analysis as well as thought leadership by identifying key areas of improvement and opportunities
3. Manage recurring and ad-hoc financial, tax, and legal tasks and reporting requirements by partnering with third party service providers
4. Provide regular updates on portfolio companies’ performance and individual investments to Georgia Oak’s investors and prepare capital account statements to Georgia Oak’s investors
5. Work with the deal team on buy side due diligence, post-acquisition integration and the sale process
6. Develop and implement strategic plans for our portfolio companies
7. Collaborate with the portfolio management team to build infrastructure to support growth
8. Implement tools to capture accurate, real time data for decision making

QUALIFICATIONS:

1. Experience in FP&A, transaction services, corporate finance, audit, or consulting
2. Advanced Excel skills and strong proficiency with PowerPoint
3. Excellent oral and written communications skills with the ability to present complex financial concepts and industry trends
4. Strong understanding of financial concepts and accounting methods and ability to apply that expertise to business scenarios
5. Candidates must be a self-starter and motivated, with the ability to multi-task, prioritize, and work both independently and within teams. Attention to detail is a must.
6. Ability to solve complex problems through solutions-oriented analyses, or be able to connect the dots