Aleph - Engagement Manager, Private Equity
Requirements
• Which of the following best describes your professional background? • I've worked at a Private Equity firm (investing, portfolio ops, value creation, etc.) • I've worked on the finance team of a PE-backed company (FP&A, accounting, finance ops, etc.) • I have finance experience but not specifically in PE or at a PE-backed company • My background is outside of finance and I'm eager to pivot • Walk us through the most complex Excel or Google Sheets work you do regularly. • Multi-condition lookups and aggregations, e.g. SUMIFS, XLOOKUP, INDEX/MATCH across large datasets • VLOOKUP, SUMIF, and similar functions across moderately sized datasets • Pivot tables, nested IFs, dynamic ranges, and conditional formatting • Primarily other tools; Power Query, VBA, SQL, or BI platforms like Tableau or Looker • When it comes to financial models, what have you personally built? • Budgets, forecasts, or reporting models using established templates and frameworks • Operating models, budgets, or forecasts from scratch, e.g. combining data from multiple sources with custom calculations and adjustments • Financial modeling has been a supporting part of my work, with most builds owned by others on my team • My work has centered on analyzing and presenting financial data • How hands-on have you been with PE-style financial adjustments? • I've worked in a corporate or public company environment focused on GAAP reporting • I've focused primarily on operational and budget variance analysis • I've worked with adjusted figures as an input to my financial models and analysis • I've built or reviewed adjusted EBITDA schedules e.g. add-backs, pro forma adjustments, management adjustments • U.S. EQUAL EMPLOYMENT OPPORTUNITY INFORMATION (Completion is voluntary and will not subject you to adverse treatment)
Responsibilities
• We are a small, high-impact team, and this role plays a key part in scaling Aleph’s Private Equity motion by making onboarding repeatable, reliable, and effective across portfolio companies. You will also collaborate with our product and engineering teams by surfacing customer feedback to inform the product roadmap. • Onboard PE-backed customers onto Aleph and support them as they adopt core FP&A workflows • Determine and establish effective ways to enhance PE-backed customers’ FP&A setup with Aleph • Develop lasting, trust-based partnerships with finance teams at PE-backed companies • Monitor usage metrics to identify adoption gaps and improve usage for assigned customers • Act as the voice of the customer by surfacing feedback and insights to product and engineering teams
Benefits
• US$122K – $176K • Offers Equity • CAN$101K – $141K • Offers Equity • LATAM$72K – $114K • Offers Equity • In addition to the salary ranges listed above, total compensation also includes generous equity and benefits. • Fully Remote in the US, CAN, and LATAM • Regular, in-person Retreats • Provided MacBook Pro or Lenovo • Fully paid Health Insurance (US Employees) • Guideline 401(k) (US Employees) • Upload your resume here to autofill key application fields. • Drop your resume here! • Parsing your resume. Autofilling key fields... • or drag and drop here • Not Applicable (I do not reside in the United States) • I've worked at a Private Equity firm (investing, portfolio ops, value creation, etc.) • I've worked on the finance team of a PE-backed company (FP&A, accounting, finance ops, etc.) • I have finance experience but not specifically in PE or at a PE-backed company • My background is outside of finance and I'm eager to pivot • Multi-condition lookups and aggregations, e.g. SUMIFS, XLOOKUP, INDEX/MATCH across large datasets • VLOOKUP, SUMIF, and similar functions across moderately sized datasets • Pivot tables, nested IFs, dynamic ranges, and conditional formatting • Primarily other tools; Power Query, VBA, SQL, or BI platforms like Tableau or Looker • Budgets, forecasts, or reporting models using established templates and frameworks • Operating models, budgets, or forecasts from scratch, e.g. combining data from multiple sources with custom calculations and adjustments • Financial modeling has been a supporting part of my work, with most builds owned by others on my team • My work has centered on analyzing and presenting financial data • I've worked in a corporate or public company environment focused on GAAP reporting • I've focused primarily on operational and budget variance analysis • I've worked with adjusted figures as an input to my financial models and analysis • I've built or reviewed adjusted EBITDA schedules e.g. add-backs, pro forma adjustments, management adjustments • Decline to self-identify • Hispanic or Latino - A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin regardless of race. • Hispanic or Latino • White (Not Hispanic or Latino) - A person having origins in any of the original peoples of Europe, the Middle East, or North Africa. • White • Black or African American (Not Hispanic or Latino) - A person having origins in any of the black racial groups of Africa. • Black or African American • Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) - A person having origins in any of the peoples of Hawaii, Guam, Samoa, or other Pacific Islands. • Native Hawaiian or Other Pacific Islander • Asian (Not Hispanic or Latino) - A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian Subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam. • Asian • American Indian or Alaska Native (Not Hispanic or Latino) - A person having origins in any of the original peoples of North and South America (including Central America), and who maintain tribal affiliation or community attachment. • American Indian or Alaska Native • Two or More Races (Not Hispanic or Latino) - All persons who identify with more than one of the above five races. • Two or More Races • Hispanic or Latino • White (Not Hispanic or Latino) • Black or African American (Not Hispanic or Latino) • Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) • Asian (Not Hispanic or Latino) • American Indian or Alaska Native (Not Hispanic or Latino) • Two or More Races (Not Hispanic or Latino) • I identify as one or more of the classifications of protected veteran listed above • I am not a protected veteran
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