Sr. FP&A Analyst, Value Creation at Patria Investments

São Paulo, São Paulo, Brazil -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

0.0

Posted On

24 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Budgeting, Forecasting, Variance Analysis, Financial Consolidation, Operational Analysis, Data Management, Power BI, Data Modeling, Automation, Power Query, VBA, Data Quality, Reporting Standardization, Analytical Skills, Problem-Solving, Communication

Industry

Financial Services

Description

Our Essence: Patria is, essentially, a long-lasting and resilient entrepreneurial Partnership, that continually assesses the environment and identifies trends. We quickly adapt our investments and product offering to capture investment opportunities derived from such analysis, delivering consistent results to our clients and creating long-lasting impact for all our stakeholders. We are home to professionals who carry this entrepreneurial spirit as a live and dynamic Partnership, where new members are welcome, and we evolve with their expertise and cultural characteristics. We know how to transform ideas into real business opportunities and are engaged in the development and perpetuation of the Partnership. About Patria: Patria is made of high performers like you. Behind every result we achieve as a team, there are talented people with unique set of skills: From an entrepreneurial spirit to high a performance mindset. From high-level expertise to a hands-on approach. It is through these qualities that we have fostered trusting relationships with each of our clients. We proudly highlight our high returns to our investors coupled with our unwavering commitment to ethical values. That’s why we have been known as the regional and sector specialist in alternative asset management with on-the-ground expertise everywhere we operate. Patria anticipates trends to create long-lasting impact for all our stakeholders for over 35 years. We envision to keep delivering consistent results to better serve our clients. This position will be based in our Office in São Paulo, Brazil in an full in person work model. Main Responsibilities · Support portfolio companies in budgeting and forecasting processes, including variance analysis and performance tracking. · Consolidate financial results across multiple portfolio companies, ensuring data consistency, comparability, and reliability. · Perform financial and operational analyses, providing insights and materials to the Board and executive committees to support monitoring and decision-making. · Manage and maintain the Private Equity performance and results management system, ensuring accuracy, timeliness, and data integrity. · Maintain daily interaction with portfolio companies to gather information and actively contribute to ongoing projects and initiatives. · Support directors and corporate teams with both quantitative and qualitative analyses. · Automate recurring processes (Excel, Power Query, VBA, or similar tools) to increase efficiency and scalability. · Develop Power BI dashboards and management reports, focused on performance visibility and business monitoring. · Design data models and structure consolidated databases to enable advanced analysis. · Ensure high standards of data quality, traceability, governance, and reporting standardization. Requirements · Bachelor’s degree in Business Administration, Economics, Engineering, or related fields. · Solid experience in FP&A routines, with a strong understanding of accounting principles. · Advanced English proficiency is preferred. · Hands-on experience with Power BI, including dashboard development and data modeling. · Knowledge of automation tools (Power Query, VBA, or similar) is preferred. · Strong analytical and problem-solving skills, with the ability to transform data into actionable insights. · Excellent communication skills, with confidence interacting with senior executives and stakeholders. Work Environment: It isn’t just the performance that matters. We also care about the way we achieve our targets. We see our way of working as a differentiator, which contributes to retain the best team, to establish long-term relationships with clients, to expand to other countries, and to attract investors and partners who allow us to generate superior returns: 1. Ethical 2. Aligned to Our Clients' Objectives 3. Associative and Complementary 4. United by a Purpose 5. Disciplined, Criteria-driven and Hands-on 6. Environment that Fosters High-Performance Diversity: At Patria we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Our employment policies strictly prohibit all forms of discrimination on any of the grounds in relevant laws. All our employment practices are solely based on individual merit and our organization's needs at the time.

Responsibilities

The analyst will support portfolio companies with budgeting, forecasting, and performance tracking, while consolidating financial results across multiple entities for executive review. Key duties include managing the Private Equity performance system and automating recurring processes using tools like Power Query or VBA.