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Leoforce

Senior Associate - Strategic Finance

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What they do

A Financial Planning Manager manages the planning of financial activities for a company or organization. Leads the budgeting process, prepares financial statements and business activity and forecasting reports; supervises accounting and preparation of financial reports; advises management with regard to finance decisions.

$167,448 / year median in Connecticut

+6% projected growth

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Job Description

Senior Associate
  • Strategic Finance Leoforce
  • 3.0 Darien, CT Job Details $110,000
  • $140,000 a year 20 hours ago Qualifications M&A deal structure analysis Financial forecasting Capital structure planning Preparation of internal financial performance reports Financial model construction Investment planning Cash flow monitoring Financial plan development Financial client presentations Dynamic financial modeling Analysis skills Managing budgets in a finance role Organizational integration coordination Liquidity management Capital structure management Investor relations materials Cash management Financial performance measurement Financial forecasting analysis Senior level Cross-functional collaboration Post-merger integration Corporate development Issuance of earnings release Working capital optimization Cross-functional communication Organizational budget management
Full Job Description Experience:
Senior Level Salary:
$110,000
  • $140,000 per year Job Details
  • Financial Planning & Analysis (FP&A) Support the development of annual budgets, the firm's corporate strategy and multi-year plans, and rolling forecasts.
Uncover actionable insights on key topics through financial modeling, scenario analysis, and KPI crafting and tracking. Partner with business units to align financial plans with strategic objectives. Corporate Finance & Capital Structure Assist in capital structure strategy, including debt and equity financing decisions. Build forecasts for liquidity planning, cash flow optimization, and working capital management. Evaluate strategic transactions (M&A, divestitures, partnerships) Support post-acquisition integration efforts by working closely with cross-functional teams to ensure alignment with the firm's strategic goals. Investor Relations Aid in preparation for investors, analysts, and rating agencies. Ensure clear and consistent messaging on financial performance and strategy. Prepare quarterly earnings materials, investor presentations, and disclosures.
A bit about us:
  • We are a global alternative asset manager with $94 billion in assets under management, built through the combination of two firms with more than 30 years of combined experience in private markets.
Our platform spans private equity, credit, real estate, and infrastructure, with a deep specialization in the U.S. middle market — a segment that powers nearly 50 million American jobs but remains underrepresented in most investment portfolios. Headquartered in Philadelphia with a footprint across 14 offices worldwide, we serve institutional investors and private wealth clients through a combination of scale, sponsor relationships, and deep sector expertise.
Our approach is simple:
look beyond the obvious, and find opportunity where others don't. Why join us?
  • This is a firm built on client-first thinking, and that same standard applies to how we treat our people.
You'll work alongside experienced investment professionals in an entrepreneurial, collaborative environment where rigor and long-term thinking matter more than shortcuts. As a growing platform backed by decades of track record and real scale, we offer the resources of an established manager with the agility and opportunity of a firm still building its next chapter. If you want to do meaningful work in private markets, with a team that values discipline, innovation, and doing right by the client, we'd like to talk. #accounting-finance #asset-management #associate #strategic-finance #tier1