Portfolio Financial Analyst/Associate
- Full-time
Company Description
TIVERTON is an SEC-registered investment advisor solely focused on the $3.3 trillion Ag market. Tiverton manages more than $1 billion of assets in the United States. Headquartered in Raleigh, North Carolina, with additional offices in Salem, Oregon; Yakima, Washington; and Phoenix, Arizona, the firm makes direct equity and credit investments into companies across 15+ different food production and Ag infrastructure sectors. Its team is comprised of agriculture and financial professionals with over $65+ billion in transaction experience. Tiverton is a fast-growing and fast-paced investor with a highly collaborative and entrepreneurial culture. For information, please visit www.tiverton.ag.
Tiverton is seeking a proactive and resourceful Portfolio Financial Analyst/Associate who can provide the highest quality financial modeling and accounting skills for Tiverton’s investments in the Pacific Northwest. The ideal candidate will be a problem solver with the desire to work in a dynamic environment. As an analytical anchor, the role will work closely with portfolio company’s leadership to create in-depth financial and transaction models for making operational decisions and setting growth initiatives.
Job Description
- Partner with senior leadership teams to create financial models, reports, dashboards, and analysis
- Develop and participate in process improvement projects such as yearly budgeting and forecasting
- Work with portfolio companies to develop and implement of strategic plans to maximize investment returns
- Lead the development and maintenance of financial models and forecasting tools to support budgeting, forecasting, and long-term strategic planning
- Conduct detailed financial analysis, including the variance analysis and trend analysis, to identify critical drivers of performance and provide insights for decision-making
- Collaborate with cross-functional teams to gather relevant data for inputs for financial analysis, ensuring accurate and comprehensive financial reporting and forecasting
- Assist in the preparation of financial reports, board materials, and presentations to management, highlighting key financial metrics, trends, and potential risks and opportunities
- Participate in the annual budgeting process, working closely with department heads to develop accurate and realistic budgets aligned with strategic goals and objectives
- Perform scenario modeling and sensitivity analysis to assess the financial impact of different business scenarios and aid in decision-making
- Analyze the feasibility of capital investments (i.e., equipment, packhouse facilities, land acquisitions) with a focus on optimizing procurement strategy
- Continuously monitor and assess financial performance of portfolio companies against budget and forecast, identifying areas of improvement, communication of variances, and recommending corrective actions as necessary
- Develop and update reports and analysis for ESG reporting and identify areas of continuous improvement
Qualifications
- Bachelor’s degree in accounting, finance, economics, business, or other related majors
- Public accounting, financial analysis, or equivalent for a minimum of 2-3 years
- CPA and experience in the food and agricultural production industry is a plus
- Fluent in Microsoft Office products, emphasis on Excel
- Strong quantitative and analytical capabilities coupled with excellent verbal and written communication skills
- Dedicated work ethic, commitment to enhancing the team, and problem-solving skills
- Entrepreneurial attitude and desire to work for a dynamic and successful organization
Additional Information
- Competitive compensation package with eligibility for an annual bonus based on individual and Company performance
- Generous PTO and paid holiday policy
- Benefits package including Healthcare, Dental, Vision, Group Life Insurance, and 401(k)
Location: Hybrid: On-Site/Remote