Senior Financial Analyst for BARBRI's Financial Planning & Analysis team. Involved in budgeting, forecasting, and providing financial analysis to support business decisions.
About the role
- Portfolio Manager driving investment and strategic performance across Humana's Venture and Joint Venture portfolio. Collaborates with partners to enhance financial operations and reporting processes.
Responsibilities
- Drive execution of portfolio reporting operations & the completion of quarterly portfolio review processes in conjunction with Director of Investment Management
- Work with internal & external partners to help execute shareholder responsibilities related to portfolio transactions (ex. follow-on investments, IPOs, exits)
- Prepare portfolio updates for senior management & other business partners
- Coordinate across Finance / Legal / Business Unit partners to help complete portfolio management objectives
- Champion continuous improvement by identifying and helping to implement best practices in portfolio operations.
- Participate in the development and maintenance of portfolio management tools, dashboards, and reporting mechanisms.
Requirements
- Bachelor's degree
- 5 or more years of finance, accounting, or related experience
- Proficiency in Microsoft Excel and PowerPoint applications
- Strong work ethic, detail orientation and passion for excellence
- Knowledge of general financial and accounting principals
- Experience building and evaluating financial models
- Must be passionate about contributing to an organization focused on continuously improving consumer experiences
- Interest in the venture capital and start-up ecosystem
Benefits
- medical, dental and vision benefits
- 401(k) retirement savings plan
- time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave)
- short-term and long-term disability
- life insurance and many other opportunities
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