Vista Equity Partners · 14 hours ago
Senior Associate, FP&A
Austin, TX, US
Full-time
Hybrid
Mid, Senior Level
$117K/yr - $130K/yr
4+ years expVista Equity Partners is a leading global investment firm focused on enterprise software and technology-enabled organizations. They are seeking a highly skilled Senior Associate to join their FP&A team, responsible for financial modeling, budgeting, forecasting, and executive-level reporting to support management decision-making.
ConsultingInformation Technology
Responsibilities
Support annual budgeting, quarterly reforecasting, and long-range planning across the Management Company and Value Creation Team
Build and maintain dynamic, driver-based Excel models supporting P&L forecasting, variance analysis, headcount, vendor and project-based reporting, and scenario analysis
Partner in the development and refinement of allocation methodologies to improve accuracy and transparency of financial reporting
Analyze large, complex datasets at both macro and micro levels to generate insights that inform strategic decision-making
Translate complex financial analyses into clear, polished PowerPoint presentations for senior leadership, ensuring full accuracy, consistency, and reconciliation with underlying Excel models
Prepare and deliver quarterly financial reporting packages and deep-dive analyses for functional business units (e.g., IT, HR, Legal)
Act as a subject matter expert and provide ongoing support to leadership team in developing quarterly forecasts and annual budgets
Partner with Finance Tech team to help build scalable planning and reporting infrastructure across Excel, Sigma, and Power BI
Improve documentation, model hygiene, version control, and overall FP&A process discipline
Identify process gaps and propose practical solutions to improve efficiency and data integrity
Support standardization of FP&A templates, models, and reporting processes
Partner closely with accounting on actuals, accruals, and amortization mechanics
Qualification
Required
Bachelor's degree or higher in Accounting, Finance, or related field
4–7 years of experience in FP&A, strategic finance, investment banking, private equity, or asset management
Demonstrated experience in financial modeling and quantitative analysis
Strong accounting and analytical skills with advanced proficiency in Excel and financial systems
Highly detail-oriented, self-motivated, and able to operate effectively in a fast-paced environment
Strong sense of ownership with the initiative to drive high-quality outcomes
Excellent interpersonal, written, and verbal communication skills
Strong problem-solving abilities and analytical judgment
Collaborative team player with the ability to coordinate across multiple business functions
Preferred
Experience in alternative asset management and management company preferred
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Vista Equity Partners
Vista Equity Partners (Vista) is a leading global technology investor specializing in software.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Gunish Rai Chawla
Executive Director, Enterprise Architecture
N
Nitin Suri
Executive Director
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