CarterPierce, INC. · 1 day ago
FP&A Analyst/Associate - Entertainment focused Private Equity Firm
CarterPierce, INC. is a private equity firm focused on investing in music and entertainment related businesses. They are seeking an FP&A Analyst/Associate to strengthen financial planning and analysis functions across their portfolio companies, providing data-driven recommendations that influence portfolio strategy.
Responsibilities
Build and maintain detailed financial models that serve as the basis for annual budgets, portfolio returns analyses, covenant tests, dividend planning, etc
Work with the firm's investment team to develop rolling forecasts to incorporate updated trends, new acquisitions, market conditions, and operational data that support the financial models
Conduct scenario and sensitivity analyses to support strategic decision-making and evaluate risk/reward outcomes
Analyze portfolio performance and identify key drivers of variance versus budget and forecast
Prepare financial reporting packages for senior leadership, including music royalty specific KPIs, traditional financial KPIs, and commentary
Develop dashboards and recurring analytics to highlight trends, performance risks, and value-creation opportunities
Support investment team and senior management with fund valuation exercises, board materials, and lender reporting
Serve as a finance business partner to investment, operations, and portfolio management teams
Provide insights and recommendations on portfolio strategy, capital deployment, and performance improvement initiatives
Work closely with accounting, reporting, and royalty administration teams to ensure alignment and accuracy across financial data streams
Lead or support high-priority strategic projects, including asset-level financial deep dives, market studies, and operational efficiency analyses
Assist with investor presentations, internal reporting enhancements, and development of standardized financial processes
Help build and refine the firm’s FP&A systems, tools, and reporting frameworks as the firm scales
Qualification
Required
3-5+ years of experience in FP&A, corporate finance, investment banking, private equity, asset management, or management consulting
Strong financial modeling, forecasting, budgeting, and analytical skills
Familiarity with credit facilities and covenant reporting
Excellent ability to synthesize complex data into insights and present clearly to senior stakeholders
High attention to detail, strong organizational skills, and ability to manage multiple workstreams simultaneously
Strong communication skills, both written and verbal, with proven ability to partner cross-functionally
Self-starter with a resourceful, proactive approach to problem-solving in a lean team environment
Preferred
Experience with BI, SQL, Python, or other data tools
Familiarity with music, media, or royalty-based business models
Company
CarterPierce, INC.
Founded in 2005, CarterPierce is the leading provider of outsourced recruiting services to private equity, growth equity, venture capital, hedge funds, and alternative investment funds.