Financial Planning & Analysis Co-Op

Financial Planning & Analysis Co-OpBoston, MAFounded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.CO-OP/Intern Cycle: Winter/Spring 2027Anticipated Start & End Date: January 4, 2027 - June 25, 2027 (these dates may vary slightly depending on if you are a co-op through your school for credit or an internship not for school credit)Location: Boston, MAOffice Requirements: 3-4 days in officeTeam: Financial Planning & AnalysisAbout the RoleWe 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.Key ResponsibilitiesExpense ReportingOwn the build-out of streamlined expense reporting processes from the ground upTransform how expense reports are presented and formatted for greater clarity and polishData Structure & TaggingDevelop and implement a more robust data structure that will serve as the backbone for more automated reportingPartner with Business Solutions and the finance teams to develop integrated datasets to streamline forecasting processes for P&L and tax analysisCoordinate with cross-functional team members to confirm consistency of data definitions and tagging conventions across internal systems and filesProcess Clean-Up & ControlsOverhaul existing PE and PD allocation processes to eliminate inefficienciesEstablish robust checks and controls to ensure data flows accurately through underlying filesPrepare clear, concise summaries of allocation outputs for senior executivesProcess DocumentationDocument key interdependencies across Accounting, FP&A and Tax processesIdentify gaps and hand-off points between teams to improve cross-functional visibility and consistencyQualificationsCurrently pursuing a degree in Finance, Accounting, Business, or another analytical fieldProficiency in Microsoft Excel requiredHigh attention to detail and sound judgment when working with data across multiple systems and filesStrong written and verbal communication skills, including the ability to synthesize information for senior leadershipDemonstrated interest in process improvement, data structuring, and cross-functional collaborationOTHER DUTIES: For Massachusetts: The hourly range for this position is $28.00 - $30.00. The hourly range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time.

An employee may also be eligible for annual discretionary incentive compensation based on performance.Audax offers a wide range of employee benefits to full-time employees, including 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), and a 401(k) in addition to other benefits.This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.Audax Management Co. is an equal opportunity employer.