FP&A Senior
Green Key Resources · New York, New York, United States
FULL TIMEpermanent
Job Description
Senior Financial Planning & Analysis (FP&A) Analyst
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
Location: New York, NY
About the OpportunityA leading investment management platform is seeking a highly motivated Senior FP&A Analyst to join its growing finance team. The firm manages capital across a diverse range of investment strategies, including private equity, private credit, real estate, and public market investments on behalf of institutional and high-net-worth investors.This individual will play a key role in financial planning, forecasting, management reporting, and strategic analysis while partnering closely with senior leadership across the business.ResponsibilitiesSupport the annual budgeting, forecasting, and long-range planning processesPrepare monthly and quarterly management reporting packages and financial analysesAnalyze business performance, operating trends, and key financial metricsDevelop and maintain complex financial models to support strategic decision-makingPartner with business leaders to monitor expenses, headcount, and investment-related activityAssist with board, investor, and executive-level presentationsPerform variance analysis and provide insights on revenue, expenses, and profitabilityDrive process improvements and enhance financial reporting capabilitiesSupport ad hoc strategic initiatives, M&A analyses, and special projects as needed
QualificationsBachelor's degree in Accounting, Finance, Economics, or related field3-6 years of relevant FP&A, corporate finance, investment management, public accounting, or consulting experienceAdvanced Excel and financial modeling skillsStrong analytical, problem-solving, and communication abilitiesExperience working with large datasets and financial reporting systemsAbility to operate in a fast-paced, collaborative environment
Preferred BackgroundExperience within asset management, alternative investments, financial services, private equity, credit, real estate, or related industriesExposure xzbcwsv to budgeting, forecasting, management reporting, and executive-level financial analysisFamiliarity with Power BI, Tableau, Adaptive Planning, Anaplan, Workday, or similar planning/reporting tools
What Makes This Opportunity AttractiveExposure to a broad range of investment strategies and business linesHigh level of visibility with senior leadershipOpportunity to contribute to strategic decision-making and business growthCollaborative and entrepreneurial environment with significant career advancement potentialThis is an excellent opportunity for an FP&A professional seeking to broaden their exposure within a dynamic alternative asset management platform.
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
Location: New York, NY
About the OpportunityA leading investment management platform is seeking a highly motivated Senior FP&A Analyst to join its growing finance team. The firm manages capital across a diverse range of investment strategies, including private equity, private credit, real estate, and public market investments on behalf of institutional and high-net-worth investors.This individual will play a key role in financial planning, forecasting, management reporting, and strategic analysis while partnering closely with senior leadership across the business.ResponsibilitiesSupport the annual budgeting, forecasting, and long-range planning processesPrepare monthly and quarterly management reporting packages and financial analysesAnalyze business performance, operating trends, and key financial metricsDevelop and maintain complex financial models to support strategic decision-makingPartner with business leaders to monitor expenses, headcount, and investment-related activityAssist with board, investor, and executive-level presentationsPerform variance analysis and provide insights on revenue, expenses, and profitabilityDrive process improvements and enhance financial reporting capabilitiesSupport ad hoc strategic initiatives, M&A analyses, and special projects as needed
QualificationsBachelor's degree in Accounting, Finance, Economics, or related field3-6 years of relevant FP&A, corporate finance, investment management, public accounting, or consulting experienceAdvanced Excel and financial modeling skillsStrong analytical, problem-solving, and communication abilitiesExperience working with large datasets and financial reporting systemsAbility to operate in a fast-paced, collaborative environment
Preferred BackgroundExperience within asset management, alternative investments, financial services, private equity, credit, real estate, or related industriesExposure xzbcwsv to budgeting, forecasting, management reporting, and executive-level financial analysisFamiliarity with Power BI, Tableau, Adaptive Planning, Anaplan, Workday, or similar planning/reporting tools
What Makes This Opportunity AttractiveExposure to a broad range of investment strategies and business linesHigh level of visibility with senior leadershipOpportunity to contribute to strategic decision-making and business growthCollaborative and entrepreneurial environment with significant career advancement potentialThis is an excellent opportunity for an FP&A professional seeking to broaden their exposure within a dynamic alternative asset management platform.
Details
| Company | Green Key Resources |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |