Financial Planning & Analysis Co-Op

CO-OP/Intern Cycle: Winter/Spring 2027

Anticipated 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)

About the Role

Team: Financial Planning & Analysis

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.

Key Responsibilities

Expense Reporting

• 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

Data Structure & Tagging

• 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

Process Clean-Up & Controls

• 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

Process Documentation

• 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

Qualifications

• 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

Pay and benefits

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.