Financial Data Analyst

Job Title

Strong Private Equity Ownership

In December 2021, Genstar Capital invested in PA, along with a large rollover from Bregal Sagemount and the management team. Genstar Capital is a leading private equity firm that has been actively investing in high-quality companies for over 30 years. Based in San Francisco, Genstar has developed a strong market reputation of working in partnership with management teams and its network of strategic advisors to build industry-leading businesses while generating outsized returns. Genstar's vision is to help build lasting, impactful companies that will continue to succeed well beyond their ownership. Genstar currently has approximately $33 billion of assets under management and targets investments focused on targeted segments of the software, industrials, healthcare, and financial services industries. In 2020, Genstar was ranked 2nd worldwide in aggregate private equity fund performance (out of 529 PE firms) and ranked 3rd in 2019 (out of 497 PE firms) by HEC-Dow Jones.

Key Responsibilities

• Collect, clean, validate, and analyze financial, procurement, pricing, sales, and operational data.
• Support budgeting, forecasting, financial modeling, and scenario analysis.
• Prepare budget-to-actual and forecast-to-actual variance analyses and assist with management reporting.
• Maintain recurring reports, dashboards, and KPI tracking for revenue, pricing, customer activity, supplier performance, expenses, and profitability.
• Support revenue planning, headcount forecasting, expense planning, and monthly financial reporting.
• Analyze supplier pricing, customer pricing, contracts, and rebate data to identify trends, discrepancies, and opportunities.
• Assist with rebate calculations, reconciliations, documentation, and forecasting.
• Maintain and improve reporting tools using Excel, Power BI, SQL, and other business intelligence platforms.
• Perform data-quality reviews and reconcile financial and operational data for accuracy and completeness.
• Provide ad hoc analysis and reporting to Finance, Accounting, Business Development, Account Management, and Supplier Relations.
• Create reports, presentations, and visualizations that clearly communicate key findings.
• Identify opportunities to automate reporting, improve processes, and strengthen data quality.
• Maintain documentation for reports, models, and analytical processes.
• Perform other duties as assigned.

Key Skills

• Strong Microsoft Excel skills, including PivotTables, lookups, SUMIFS, and basic financial modeling
• Basic SQL knowledge
• Familiarity with Power BI, Tableau, or similar reporting tools
• Understanding of budgeting, forecasting, financial reporting, and variance analysis
• Strong analytical, problem-solving, and organizational skills
• High attention to detail and data accuracy
• Ability to manage multiple priorities and meet deadlines
• Strong written and verbal communication skills
• Experience with ERP, CRM, or database systems is a plus
• Knowledge of procurement, pricing, supply chain, or rebate programs is a plus
• Power Query, VBA, Python, or R experience is a plus

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Supply Chain, Industrial Engineering, or a related field
• 0–2 years of experience in financial analysis, FP&A, data analytics, business analysis, procurement, or a related area; internships and co-op experience considered
• Ability to learn quickly, work independently with guidance, and collaborate across teams
• Experience with financial reporting, data analysis, pricing, procurement, or project coordination is preferred