Position Overview
Description We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders.
Responsibilities:
β’ Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making.
β’ Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions.
β’ Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format.
β’ Gather, validate, a...