Financial Planning and Analysis

• You will own the finance operations processes (including equity issuance) that we use to launch and support 2 companies per month currently, and 100+ companies per month in the future. You will use AI to build scalable systems and to automate repetitive financial workflows.
• You will design and implement portfolio company KPI reporting, establishing standardized metrics and dashboards that scale across dozens of companies.
• You will support financial modeling exercises, market research, analytics, etc. for fundraising and other strategic initiatives.
• You will manage relationships with external partners (accounting and tax firms, fund admin team, legal team, etc.) and direct them on day to day and special projects.
• You will be the finance and compliance operations lead for OCV funds, owning capital call management, legal entity management, LP onboarding processes, quarterly reporting, and investor relations workflows.

Finance Operations

Senior FP&A Analyst

Operations & Strategic Planning Executive

Financial Analyst

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments