Financial Planning & Analysis Co-Op

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

About the Role

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