Financial Planning & Analysis Co-Op

Audax Group · MCO - Boston - Finance : Financial Planning & Analysis

Where: Boston, MA
Posted: Sep 23

Founded 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.

For more information, visit www.audaxgroup.com or follow Audax Group on LinkedIn.

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)

Location: Boston, MA

Office Requirements: 3-4 days in office

Team: Financial Planning & Analysis

What you'd do

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
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
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
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

What they want

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

About Audax Group · MCO - Boston - Finance : 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.