AI-Driven FP&A Analyst for Strategic Planning

Bayview Asset Management, LLC; New York (NY); Hybrid; USD 140,000 - 175,000; Full time

Job summary

Bayview Asset Management, LLC, based in New York, is seeking an FP&A Associate to support financial planning, forecasting, reporting, and valuation. You will partner with FP&A leadership and cross‑functional teams to deliver rigorous analyses and actionable insights in a fast‑paced asset management environment.

The role emphasizes strong financial modeling, AI-assisted analytics, and clear executive communications as part of day‑to‑day planning and performance review processes.

Qualifications

• This role requires 4-6 years in FP&A, valuation, investment banking, or related analytical finance.
• Strong financial modeling and forecasting skills with experience in scenarios and sensitivities.
• Advanced Excel and the ability to work with large, complex datasets; familiarity with AI tools.

Responsibilities

• Support budgeting, quarterly forecasting, and long‑range planning processes.
• Create integrated financial models for forecasting, valuation, and capital allocation.
• Produce monthly/quarterly management reporting with variance analysis.
• Develop dashboards and visualizations for executives and business owners.

Skills

Financial Modeling

Advanced Excel

AI Tools

Data Visualization

Cross-functional Collaboration

Communication

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Tableau

Snowflake

Sigma

Excel

Power BI

Anaplan

Vena

Job description

Bayview Asset Management, LLC, based in New York, is seeking an FP&A Associate to support financial planning, forecasting, reporting, and valuation. You will partner with FP&A leadership and cross‑functional teams to deliver rigorous analyses and actionable insights in a fast‑paced asset management environment.

The role emphasizes strong financial modeling, AI-assisted analytics, and clear executive communications as part of day‑to‑day planning and performance review processes.