Finance Associate

As a Finance Associate at Kimmeridge, your primary responsibilities will include managing tax partnership workpapers, allocations, and tax filings for portfolio companies and funds. You'll also be involved in preparing tax projections, presenting quarterly reports to Kimmeridge Partners, and exploring tax planning opportunities while working closely with third-party advisors.

To qualify for the Finance Associate role at Kimmeridge, candidates must have a Bachelor’s degree in accounting, finance, law, or a related field. A CPA license is essential, along with at least 3 years of experience in investment management or financial services partnership taxation. Strong Excel skills and excellent communication abilities are also critical for this position.

Yes, while individual taxation experience is not mandatory for the Finance Associate position at Kimmeridge, it is certainly beneficial. Having familiarity with individual taxation can enhance your ability to provide comprehensive tax planning and advice, as you will be engaging with high-net-worth individuals.

At Kimmeridge, employee development is a key focus. As a Finance Associate, you'll have opportunities to work closely with senior professionals, participate in team initiatives, and receive hands-on experience with tax strategies that contribute to your growth. Regular feedback and collaborative efforts ensure that you’re continuously learning and evolving in your career.

The work environment for a Finance Associate at Kimmeridge is dynamic and empowering. The firm fosters a culture of teamwork, innovation, and inclusivity. You'll be encouraged to engage with diverse ideas and backgrounds, working together with talented professionals while contributing to impactful projects in the energy sector.

When discussing your experience with tax partnership workpapers, it's beneficial to provide specific examples from previous roles. Highlight how you managed and organized these documents, and discuss any particular challenges you faced and how you overcame them to ensure compliance and accuracy.

In your response, discuss your analytical skills and methodologies for forecasting tax obligations. Mention any software tools you use, how you assess financial data, and your approach to collaborating with cross-functional teams to develop and implement effective tax strategies.

To effectively answer this question, share the resources you utilize to keep abreast of tax law changes, such as professional resources, publications, or courses. Discuss your proactive approach in adjusting strategies and educating colleagues about these changes to ensure compliance.

When answering this question, use the STAR method (Situation, Task, Action, Result) to outline a specific instance where you identified a tax planning opportunity that benefited your organization. Emphasize your analytical skills and the positive impact of your solution.

To engage effectively with non-finance stakeholders, focus on your communication skills and ability to break down complex information into simpler terms. Highlight your experience in presenting quarterly findings or tax implications in a clear manner, ensuring all parties understand the key points and implications.

Discuss specific project management techniques that you find useful, such as prioritization, timelines, and tracking progress. Provide examples that demonstrate your ability to meet deadlines in previous roles and how you balance multiple tasks efficiently.

Highlight the importance of collaboration in finance, particularly in tax-related roles. Mention instances where working closely with teams led to better decision-making and successful project outcomes, showcasing your understanding of the collective approach Kimmeridge values.

Share your strategies for managing pressure during busy periods, such as effective time management, setting priorities, and maintaining a positive outlook. Offer examples of how you successfully met tight deadlines while maintaining the quality of your work.

Detail your experience with fund waterfalls, including analyzing returns for investors and understanding the structure as it relates to various stakeholders. It’s beneficial to discuss any specific situations where your analysis impacted decisions or outcomes.

When discussing software tools, mention your proficiency in Microsoft Excel, tax software, and any financial analysis tools you've used. Provide context on how these tools have enhanced your efficiency and effectiveness in accomplishing finance-related tasks.