Senior Vice President– Financial Planning, Analysis & Budgeting

Lead the annual budgeting and quarterly forecasting processes for multiple fund structures and the management company. Develop, maintain, and improve robust financial models to facilitate scenario analysis and strategic planning. Consolidate fund-level and corporate financial data, delivering insightful variance analysis, commentary, and recommendations to senior stakeholders. Provide monthly and quarterly management reporting, including analysis of portfolio results, KPIs, and cost allocations. Prepare partnership-level materials, reporting packages, and responses to ad hoc information requests. Partner with investment and operations teams to assess new strategies, projects, and fund launches—modeling impact on firm-level financials and budgets. Identify process improvement and technology opportunities to enhance accuracy, timeliness, and clarity of financial information.