Job Description

This is an exciting new opportunity with a global investment firm looking to build a sophisticated FP&A function. High growth opportunity. Please reach out directly for additional details.

Compensation: 90k - 120k base plus bonus

Key Responsibilities:

• Build and maintain robust financial models to forecast future performance across firm strategies
• Efficiently and accurately model ad hoc business scenarios to drive thoughtful and confident decision making
• Support the development and continuous improvement of the Firm’s budgeting, forecasting, and planning processes and deliverables
• Assist in the development and implementation of FP&A tools, automation, and systems
• Compile data and develop reports and dashboards to monitor financial performance
• Perform revenue and expense trend analysis to identify operating efficiency and cost reduction strategies
• Monitor operating performance and conduct root cause analysis to identify key drivers and highlight trends via executive reporting
• Assist in the development of presentations to Senior Management by preparing reports, graphs, and charts of financial data
• Partner with internal teams to gather input, align planning efforts, and support initiatives
• Conduct industry and peer benchmarking to enhance business insights

Requirements & Qualifications:

• Bachelor’s Degree in Accounting, Finance, or a related field; CFA or CPA a plus
• 3+ years of progressive finance experience; proven FP&A skills
• Strong financial modeling, analytical, and data mining capabilities
• Expert-level proficiency in Microsoft Excel, experience with PowerPoint
• Experience with ERP systems; with WorkDay preferred

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