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Financial Planning & Analysis Co-Op

Audaxgroup • Boston, MA

Job Description

<div class="content-intro"><p><span class="fontSizeMedium" style="font-family: arial, helvetica, sans-serif;">Founded in 1999, <strong>Audax Group</strong> is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. </span></p> <p><span style="font-family: arial, helvetica, sans-serif;">For more information, visit <a href="http://www.audaxgroup.com">www.audaxgroup.com</a> or follow Audax Group on <a href="https://www.linkedin.com/company/audaxgroup/posts/?feedView=all">LinkedIn</a>.</span></p></div><p><strong>CO-OP/Intern Cycle: Winter/Spring 2027</strong></p> <p><strong>Anticipated Start & End Date: January 4, 2027 - June 25, 2027</strong> <em>(these dates may vary slightly depending on if you are a co-op through your school for credit or an internship not for school credit)</em></p> <p><strong>Location: Boston, MA</strong></p> <p><strong>Office Requirements: </strong>3-4 days in office</p> <p><strong>Team: Financial Planning & Analysis</strong></p> <h2><strong>About the Role</strong></h2> <p>We are looking for a motivated Co-op to join our team and support a range of finance operations, process improvement, and data initiatives. This role is a strong fit for someone who is detail-oriented, comfortable working across accounting, FP&A, and tax functions, and eager to build practical experience in financial operations at a private equity firm. The Co-op will work closely with the finance team and partner with Business Solutions on data structure initiatives.</p> <h2><strong>Key Responsibilities</strong></h2> <p><strong>Expense Reporting</strong></p> <ul> <li>Own the build-out of streamlined expense reporting processes from the ground up</li> <li>Transform how expense reports are presented and formatted for greater clarity and polish</li> </ul> <p><strong>Data Structure & Tagging</strong></p> <ul> <li>Develop and implement a more robust data structure that will serve as the backbone for more automated reporting</li> <li>Partner with Business Solutions and the finance teams to develop integrated datasets to streamline forecasting processes for P&L and tax analysis</li> <li>Coordinate with cross-functional team members to confirm consistency of data definitions and tagging conventions across internal systems and files</li> </ul> <p><strong>Process Clean-Up & Controls</strong></p> <ul> <li>Overhaul existing PE and PD allocation processes to eliminate inefficiencies</li> <li>Establish robust checks and controls to ensure data flows accurately through underlying files</li> <li>Prepare clear, concise summaries of allocation outputs for senior executives</li> </ul> <p><strong>Process Documentation</strong></p> <ul> <li>Document key interdependencies across Accounting, FP&A and Tax processes</li> <li>Identify gaps and hand-off points between teams to improve cross-functional visibility and consistency</li> </ul> <h2><strong>Qualifications</strong></h2> <ul> <li>Currently pursuing a degree in Finance, Accounting, Business, or another analytical field</li> <li>Proficiency in Microsoft Excel required<

Job Reference ID: CF-157376 • Posted on CloudFrame Job Scanner