Corporate Finance, Strategic Finance- Associate/AVP

Landing Point; New York (NY); Vor Ort; USD 95.000 - 140.000; Vollzeit

Zusammenfassung

Landing Point in New York seeks a Strategic Finance professional to join the Corporate Finance team. The role covers financial and managerial reporting, budgeting, forecasting, and analysis to support decision-making.

You will drive budgeting, develop metrics, and liaise with FP&A to deliver monthly analyses, board packs, and process improvements for strong financial governance.

Qualifikationen

• 2-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry.
• Familiarity with private market investments such as private equity, hedge funds, and/or structured investments is preferred.
• Experience in planning and ERP tools (e.g., WorkDay Adaptive, Tableau, Essbase) and familiarity with Oracle NetSuite and/or General Ledger systems is preferred.
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA.
• Advanced skills in Excel and PowerPoint.

Aufgaben

• Support budgeting and forecasting for key financial performance indicators.
• Assist in annual budget process across key KPIs.
• Develop financial metrics with detailed analytics for committees and leads.
• Collaborate with FP&A to develop client analytics, budgets, and forecasts.
• Identify opportunities to improve reporting structure and controls.
• Work with FP&A and sales on monthly variance analyses.
• Perform sales analytics to support growth of solutions department.
• Assist in monthly management and quarterly board reporting packs.
• Identify and remediate process gaps and implement internal controls.
• Contribute to ad hoc projects like new software implementations.

Kenntnisse

FP&A

Strategic finance

Corporate finance

Accounting

Private market investments familiarity

Ausbildung

MBA

CPA

CFA

Tools

WorkDay Adaptive

Tableau

Essbase

Oracle NetSuite

General Ledger systems

Excel

PowerPoint

Jobbeschreibung

Company Overview:

A leading global fintech company with $176 billion in platform assets is seeking a Strategic Finance professional to join their Corporate Finance team. This role involves significant responsibilities in financial and managerial reporting, budgeting, forecasting, and analysis to support decision-making.

Job Responsibilities:

• Support the budgeting and forecasting of key financial performance indicators, focusing on revenue, expenses, and sales activity.
• Assist in the preparation of the annual budget process across key financial performance indicators.
• Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
• Liaise with FP&A team members to develop business-specific key performance metrics, client analytics, budgets, and forecasts.
• Identify and assess opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
• Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
• Perform sales analytics to support business development and growth of the company's solutions department.
• Support the preparation of monthly management and quarterly board reporting packages.
• Identify and remediate process gaps and implement effective internal controls.
• Assist in completing ad hoc projects such as the implementation of new software and financial planning tools.

Qualifications:

• 2-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry.
• Familiarity with private market investments such as private equity, hedge funds, and/or structured investments is preferred.
• Experience in planning and ERP tools (e.g., WorkDay Adaptive, Tableau, Essbase) and familiarity with Oracle NetSuite and/or General Ledger systems is preferred.
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA.
• Advanced skills in Excel and PowerPoint.

Compensation:

Salary: $95,000 - $140,000, Plus Bonus