FP&A Analyst​/Associate - Entertainment focused Private Equity Firm

Overview

Our client is a private equity firm focused on investing in music and entertainment related businesses. The firm has raised over $1 billion of equity capital across multiple funds to acquire, build, and monetize portfolios of song catalogs, music rights, and operating music platforms. The firm is led by an experienced team of private equity and executives who have collectively transacted on billions of dollars of assets across the music and entertainment sectors.

With a disciplined investment approach, advantaged sourcing strategy, and long-standing industry relationships, the firm is uniquely positioned to continue its growth trajectory as a leading investor in this niche market.

Position Overview

The firm is seeking a FP&A Analyst/Associate to strengthen the firm’s financial planning, analysis, forecasting, and strategic insights function across all of its portfolio companies and music assets. This individual will be a key financial partner to the investment team and senior leadership, responsible for forecasting, performance analysis, valuation support, and delivering data-driven recommendations that influence portfolio strategy.

This role blends traditional FP&A responsibilities with the unique analytics, modeling, and asset-level insights critical to the firm’s portfolio. This is an important position within the firm as the hire will be the primary employee responsible for analytics, reporting, and planning for the portfolio as assets are acquired.

As a lean organization with significant capital under management, the firm presents a unique opportunity for the right candidate to take ownership of an important division with the opportunity to grow with the firm over the long term. The ideal candidate is analytical, detail-oriented, business-minded, and comfortable operating in a lean, and entrepreneurial environment. The position will report to a senior member of the firm’s deal team.

This position will be located in Charleston, SC or Fort Lauderdale, FL.

Financial Planning, Forecasting & Budgeting

• 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

Performance Analysis & Reporting

• 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

Strategic Finance & Business Partnering

• 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

Ad-Hoc Analysis & Special Projects

• 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

• 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 work streams 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
• Experience with BI, SQL, Python, or other data tools is a plus
• Familiarity with music, media, or royalty-based business models is helpful but not required