Financial Planning & Analysis - Associate or VP

A highly regarded financial services firm is looking to add a FP&A Associate or VP to their team. The role is geared toward a highly analytical professional who can contribute to strategic planning, executive reporting, profitability analysis, forecasting, and broader corporate-finance initiatives. It is a visible position that partners with multiple Finance functions and provides exposure to senior leadership.
If the following job requirements and experience match your skills, please ensure you apply promptly.
Key ResponsibilitiesDevelop and maintain long-term financial models and scenario analyses to support strategic planning, valuation, and capital-planning decisions.Analyze monthly financial results against budget and prior-year performance, identifying key variances and explaining the underlying business drivers.Evaluate profitability and performance across business lines, products, funds, and growth initiatives.Support the design, testing, implementation, and ongoing enhancement of a new financial reporting and forecasting platform leveraging Workday Finance and AI capabilities.Utilize financial and operational data to deliver timely insights and recommendations to senior management.Prepare and review financial reporting packages for lenders, credit facilities, and rating agencies.Conduct ad hoc analysis related to capital structure, financing, and other corporate-finance matters.Develop financial analyses and supporting materials for due diligence, strategic initiatives, and executive decision-making.Collaborate with Accounting and other Finance teams to understand financial results and ensure significant developments are appropriately reflected in FP&A reporting.Create executive-level presentations, financial decks, and supporting talking points.Identify opportunities to improve budgeting, forecasting, reporting, and financial-planning processes.Enhance FP&A workflows and financial models as business requirements and organizational priorities evolve.Maintain appropriate processes and controls to support the accuracy, consistency, and integrity of financial data.Basic QualificationsThe ideal candidate will have:Bachelor’s degree in Finance, Accounting, or a related field.At least 5 years of experience in FP&A or a closely related discipline.Relevant experience may come from FP&A, management consulting, accounting, audit, investment management, or similar environments.Strong financial modeling, analytical, and problem-solving capabilities.Solid understanding of financial statements, accounting concepts, and financial analysis.Advanced Excel skills, including experience building dynamic models and working with large datasets.Experience managing or contributing to complex projects within a fast-paced environment.Strong attention to detail combined with the ability to understand the broader business context.Excellent communication skills, particularly the ability to present financial information and business issues to senior and executive-level audiences.Demonstrated ownership, resourcefulness, and the ability to work independently while producing high-quality deliverables.Preferred BackgroundThe following experience would be particularly valuable:Background in the asset-management or investment-management industry.Familiarity with investment fund structures and related financial considerations.Strong technical accounting and financial foundation.Experience preparing lender reporting or working directly with lenders and financing partners.Experience implementing, optimizing, or leveraging an ERP or financial-management system for forecasting and reporting, particularly Workday. xzbcwsv Comfort operating in situations involving ambiguity, evolving priorities, and limited direction.