Associate Vice President, FP&A

Ares Management LLC; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

Ares Management LLC in New York and other offices seeks an Associate Vice President for Public Credit FP&A to drive fund projections, financial forecasting, and automation initiatives with AI enhancements. The role collaborates with Credit investment teams, investor relations, and operations to keep models current and actionable.

Ideal candidates have 7–10+ years in FP&A or Corporate Finance within financial services, strong Excel modeling, and experience with Anaplan or similar tools.

Qualifications

• Bachelor's Degree in a Business-related field such as Finance, Accounting, Business Administration or Economics from a top academic institution.
• MBA or Graduate Degree is a plus, but not required.
• CFA and/or CPA license is a plus, but not required.

Responsibilities

• Building and maintaining fund projection models for public and non-private regulated funds.
• Preparing and assisting with scenario/sensitivity analyses and ad hoc business requests for senior management.
• Assisting and spearheading automation initiatives of forecast models with a focus on Anaplan or similar software; integrating AI/data technology.
• Coordinating with fund accounting, investor relations, investment professionals, portfolio management and operations to update inputs and assumptions.
• Organizing presentations and data requests for lenders, investors and rating agencies; supporting capital formation and balance sheet management.

Skills

Financial modeling

Excel proficiency

Anaplan modeling

Communication

Team collaboration

Education

Bachelor's in Finance/Accounting/Business/Economics

MBA or Graduate degree

CFA/CPA license

Tools

Anaplan

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Ares Management is seeking a highly motivated and detail-oriented Associate Vice President to join the Public Credit Financial Planning & Analysis team. This team is based in Boston, New York and Los Angeles and is a part of the firm's larger Finance organization. The team is responsible for various projection models, fund forecasting and other corporate finance strategy, and works closely with numerous groups across the organization, including Credit investment professionals and senior management as well as investor relations, fund accounting, business operations, portfolio management and technology teams.

The ideal candidate would have a fundamental understanding of alternative investing and/or private credit and would demonstrate an aptitude in financial modeling and forecasting solutions. The candidate would also partner closely with our technology team to support automation and AI integration of models and processes. The role requires a dynamic, adaptive, experienced hands-on professional to ensure best practices in a fast-paced, rapidly changing environment.

Primary functions and essential responsibilities

• Building and maintaining fund projection models for public and non-private regulated funds such as Business Development Companies and Interval Funds
• Preparing and assisting with various scenario and/or sensitivity analyses and ad hoc business requests before presentation of this data to senior management to assist in corporate strategy
• Assisting and spearheading automation initiatives of new and existing forecast models with a focus on Anaplan or similar enterprise modeling software while incorporating best practices around AI and data technology
• Coordinating with other teams such as fund accounting, investor relations, Credit investment professionals, portfolio management and/or business operations to gather and update key inputs for fund models on a timely basis and deep-dive into assumptions
• Organizing presentations and other data requests for lenders, investors and rating agencies while assisting with fund capital formation and balance sheet management

Qualifications

Education/Certification:

• Bachelor's Degree in a Business-related field such as Finance, Accounting, Business Administration or Economics from a top academic institution
• MBA or Graduate Degree a plus, but not required
• CFA and/or CPA license a plus, but not required
• undefined

Experience Required:

• Preferably 7- 10+ years of relevant work experience in FP&A, Corporate Finance, Accounting, Consulting or other business-related fields
• Background in financial services, alternative investing and/or private credit a plus; experience may include time spent at an alternative investment manager, financial institution or bank, rating agency, accounting or advisory firm
• Strong Excel skills in financial modeling with a willingness to learn new systems to continuously improve and increase automation
• Prior experience with Anaplan or similar modeling software tools a plus

General Requirements:

• Strong understanding of fund financial statements and projection models
• Exceptional ability and willingness to communicate, both through written communication and/or presentations and then verbally during meetings to relay this information to leadership
• Interest in designing, building, and maintaining complex, dynamic models that drive decision-making
• Problem solving and analytical skills with an ability to translate business requirements and ad-hoc requests into scalable, efficient modeling solutions that provide actionable insights
• Ability to develop and maintain relationships across various parts of the organization with stakeholders across all levels, both internally and externally
• General understanding of capital markets and leveraged finance
• Attention to detail, accuracy and deadlines; must be organized and able to successfully manage multiple priorities and competing demands
• A solutions-oriented individual that will take pride in their work and connect it to the bigger picture
• Experience working with data and enterprise modeling tools a plus
• Good judgment in terms of escalating issues vs. solving problems independently
• Dependable, great attitude, highly motivated and a team player

Reporting Relationships

Principal, Financial Planning & Analysis

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a dis