Financial Planning & Analysis Co-Op

Audax Group • Boston, MA

6d • Hybrid

About The Position

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.

Requirements

• Currently pursuing a degree in Finance, Accounting, Business, or another analytical field
• Proficiency in Microsoft Excel required
• High attention to detail and sound judgment when working with data across multiple systems and files
• Strong written and verbal communication skills, including the ability to synthesize information for senior leadership
• Demonstrated interest in process improvement, data structuring, and cross-functional collaboration

Responsibilities

• Own the build-out of streamlined expense reporting processes from the ground up
• Transform how expense reports are presented and formatted for greater clarity and polish
• Develop and implement a more robust data structure that will serve as the backbone for more automated reporting
• Partner with Business Solutions and the finance teams to develop integrated datasets to streamline forecasting processes for P&L and tax analysis
• Coordinate with cross-functional team members to confirm consistency of data definitions and tagging conventions across internal systems and files
• Overhaul existing PE and PD allocation processes to eliminate inefficiencies
• Establish robust checks and controls to ensure data flows accurately through underlying files
• Prepare clear, concise summaries of allocation outputs for senior executives
• Document key interdependencies across Accounting, FP&A and Tax processes
• Identify gaps and hand-off points between teams to improve cross-functional visibility and consistency

Benefits

• health insurance
• life insurance
• disability insurance
• paid time off (including sick leave, parental leave, volunteer leave, and vacation)
• charitable donation match
• family support services (including Bright Horizons and Benefit Advocate Center)
• 401(k)

What This Job Offers

• Career Level: Intern
• Education Level: Associate degree