Back to jobs
New

Principal, Corporate Financial Planning & Analysis

New York, New York, United States

Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, real assets and private credit.

We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023).

Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.

For further details please visit www.pantheon.com

Purpose of the Position 

The Principal, Corporate Financial Planning & Analysis is a senior leadership role within Finance responsible for stewardship of the financial planning and analysis activities across Pantheon.  This lead role is critical in guiding strategic decision-making by developing and providing comprehensive financial reporting, insights, forecasting and budgeting.  This individual is forefront for Finance in partnering with executive leadership, department heads, and cross-functional teams to provide insights and recommendations that drive business growth, profitability, and operational excellence.

Key Responsibilities:

Business Partnership:

  • Act as a trusted advisor, translating financial data into strategic recommendations to optimize business performance.
  • Collaborate with department heads and functional teams to understand their specific objectives and provide reporting, analysis, and guidance

Budgeting and Forecasting:

  • Oversee the development of annual budgets and long-term financial forecasts based upon relevant scenarios and market trends.
  • Monitor business performance, analyse variances, and provide actionable recommendations to drive better performance and/or efficiencies.

Financial Analysis:

  • Conduct deep financial analysis including revenue and cost analysis, profitability/viability assessments.
  • Identify trends, opportunities, and risks in financial data, providing insights to support decision-making.

Management Reporting:

  • Prepare and present regular financial reports to executive leadership, highlighting key performance indicators and financial insights.
  • Create dashboards and visualizations that effectively communicate financial information to stakeholders.

Financial Modelling:

  • Develop and maintain complex financial models to support scenario analysis, investment evaluations, and strategic initiatives.

Team Leadership:

  • Lead and mentor junior members of the Finance team, fostering a high-performing and collaborative work environment.
  • Act within the Finance Senior Leadership team to create team culture and drive team-building engagement.

Process Improvement:

  • Continuously enhance financial planning processes, systems, and tools to streamline workflows, unlock new capabilities and/or minimize risk.
  • Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct

Knowledge and Experience Required:

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree is a plus.
  • Professional certification such as CFA, CPA, or CMA is highly desirable.
  • Proven experience (8+ years) in financial planning, analysis, and strategic financial management.
  • Strong analytical and problem-solving skills with the ability to synthesize complex financial data into actionable recommendations.
  • Proficiency in financial modelling, budgeting software, and advanced Excel skills; experience with financial planning software is advantageous.
  • Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
  • Leadership experience with a track record of managing and developing high-performing teams.
  • Strategic mindset with the ability to think long-term and contribute to overall business strategy.
  • Hands-on willingness to engage and execute within a highly dynamic atmosphere.

Expected base salary range:  $200,000 - $225,000

Actual base salary is determined by a range of factors including individual experience, skills and qualifications. 

In addition to the above salary, Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary bonus

 

This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.

Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.

 

 

Create a Job Alert

Interested in building your career at Pantheon Ventures Careers? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Pantheon Ventures Careers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.