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Cresta Fund Management is a private equity firm that provides growth equity for sustainable and conventional energy, industrial, transportation, and agricultural infrastructure. We leverage our strong operational background to help middle-market operating and development companies, management teams, and strategic and financial parties to develop best-in-class infrastructure for industry operators.
POSITION SUMMARY
The Director of Financial Planning will work with both the leadership of Cresta and its associated investments (Portfolio Companies) to implement a reporting and forecasting process at the fund(s) and individual Portfolio Company levels.
POSITION RESPONSIBILITIES
- Prepare consolidated portfolio and fund-level reports and forecasts for Cresta
- Coordinate with Investor Relations in supporting the external reporting process
- Manage reporting and forecasting process across the entire Cresta ecosystem
- Assist in the creation of portfolio-level performance targets and incentives
- Provide consulting services to select portfolio companies on an as-needed basis
- Ad hoc financial analysis; including variance analysis on performance
- Perform other duties and/or responsibilities as assigned by Cresta leadership
REQUIREMENTS
- 10+ years in progressive financial analysis roles
- Expert knowledge and best practice of business planning, analysis, and reporting
- An orientation toward change management and process improvement initiatives
- Experience selecting and implementing financial software solutions
- Experience working across multiple business entities in support of organizational financial goals
PREFERRED QUALIFICATIONS
- Private equity experience is encouraged, but not required
- Energy industry experience preferred, but not required
BENEFITS
- Medical, Dental, and Vision insurance on the first day of employment
- Flexible Spending Account or Health Savings Account
- 401k with Company Match
A well-qualified candidate may be considered for additional opportunities.
Cresta Fund Management is an equal opportunity employer and does not discriminate based on age, gender, disability, military status, race, religion, material status, or any other protected classes under the law.
