Senior Associate, Financial Planning & Analysis
$120,000–$135,000 year
On-siteNew York City, New York, United States
New York City, New York, United StatesOn-siteFull Time$120,000–$135,000 yearSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Support the VP and FP&A team in partnering with fund accounting, corporate accounting, divisional CFOs, and senior investment professionals. Prepare periodic financial reporting, manage AUM metrics, and create databases to support enterprise projects. Develop financial models for strategic decisions, dive into data for insights, and present analysis that frames business decisions. Collaborate on metrics, goals, and business reviews while researching variances to forecast, budget, and expenses. Optimize consolidation, reporting, and dashboard/analytics software systems to ensure value-added financial tools are utilized effectively.
Required Qualifications
- Minimum of 6+ years of experience in investment management firms
- expertise in Investment Operations and Asset Servicing related functions
- Basic understanding of Income Statements, Balance Sheets and Cost Center functionality
- Expert analytical, data management and financial modeling skills
- Familiarity with financial planning applications (Oracle, Hyperion, OneStream, Power BI, Anaplan, etc.)
- Technically proficient with all MS Office applications, especially Excel and PowerPoint
- Experience building, maintaining, or working with relationship, hierarchical, SQL or Access databases
- Hedge fund, Credit or Private Equity fund experience
- detailed understanding of fund waterfall calculations and mechanics
- Ability to extract meaningful information from extensive research and analysis to effectively present facts and findings in a digestible format
- a keen eye for attention to detail
- Excellent interpersonal and written communication skills
- Self-motivated and driven with ability to multitask and to work effectively in a dynamic environment
- Genuine interest and passion about understanding the fundamentals of corporate finance
- aptitude to embrace technological workflows enhancements
- Team-oriented and collaborative with strong sense of ownership
- A self-directed individual with a can-do attitude
- willing to work in an energetic, collaborative, and fast-paced environment
- proactive in nature
- proven ability to resolve issues with minimal supervision
- Proven outstanding communication (written and verbal), presentation, documentation, collaboration, and interpersonal skills
- A hands-on approach and ability to synthesize business operation needs
- Ability to successfully manage multiple priorities and competing demands
- High accuracy and detail orientation
- Good judgment in terms of escalating issues vs. solving problems independently
- A solutions-oriented, self-starter and ability to see the big picture
- Comfort in dealing with ambiguity and uncertainty in a dynamic and fast-paced environment
- Ability to be flexible in terms of hours in order to coordinate with team members across various time zones
- An analytical mind and a passion/interest in bringing new ideas to increase efficiency of existing processes
- Dependable, great attitude, highly motivated and a team player
Desired Qualifications
- Bachelor's degree in Finance or other business-related discipline
- MBA preferred but not required
- Familiarity with PowerBI (Reporting Dashboard)
- Microsoft Excel
- OneStream (Financial Consolidation and Reporting Software)
- Alteryx
- Workiva
- Ability to extract meaningful information from extensive research and analysis to effectively present facts and findings in a digestible format
- a keen eye for attention to detail
- Excellent interpersonal and written communication skills
- Self-motivated and driven with ability to multitask and to work effectively in a dynamic environment
- Genuine interest and passion about understanding the fundamentals of corporate finance and the aptitude to embrace technological workflows enhancements
- Team-oriented and collaborative with strong sense of ownership
- A self-directed individual with a can-do attitude, willing to work in an energetic, collaborative, and fast-paced environment, proactive in nature, and a proven ability to resolve issues with minimal supervision
- Proven outstanding communication (written and verbal), presentation, documentation, collaboration, and interpersonal skills
- A hands-on approach and ability to synthesize business operation needs
- Ability to successfully manage multiple priorities and competing demands
- High accuracy and detail orientation
- Good judgment in terms of escalating issues vs. solving problems independently
- A solutions-oriented, self-starter and ability to see the big picture
- Comfort in dealing with ambiguity and uncertainty in a dynamic and fast-paced environment
- Ability to be flexible in terms of hours in order to coordinate with team members across various time zones
- An analytical mind and a passion/interest in bringing new ideas to increase efficiency of existing processes
- Dependable, great attitude, highly motivated and a team player
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.