Director of Financial Planning and Analysis

Vaco; New York (NY); On-site; USD 185,000 - 200,000; Full time

Job summary

An established industry player is seeking a Financial Planning & Analysis Director to lead comprehensive financial analysis for their Private Funds portfolio. This pivotal role involves collaborating with various business units to create analytical reports and models, ensuring accurate investment valuations, and supporting investor relations. The ideal candidate will possess strong analytical skills, a solid background in finance or accounting, and the ability to communicate effectively across departments. Join a dynamic team in a rewarding environment where your expertise will drive strategic financial insights and support business growth.

Qualifications

• 6-10 years of experience in financial planning and analysis, portfolio management, or valuation.
• Strong analytical skills with high attention to detail.

Responsibilities

• Overseeing private fund investment valuations and collaborating with Portfolio Management teams.
• Analyzing investment performance and communicating conclusions to Senior Management.

Skills

Financial Analysis

Portfolio Management

Valuation

Analytical Skills

Communication Skills

Organizational Skills

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Job description

Client: Fund Management Client
Role:Financial Planning & Analysis Director
Salary: $185,000 - $200,000/annually

Location:New York City - On-Site

About the Role: A leading global fund and asset management firm is seeking a FP&A Director who will engage in comprehensive financial analysis for Private Funds portfolio. This role involves supporting the creation and upkeep of diverse analytical reports, models, and presentations. The position demands significant collaboration with various business units, including Asset Management, Investor Relations, and Finance and Operations teams within the portfolio companies.

Responsibilities:

• Overseeing private fund investment valuations, working with Portfolio Management teams to ensure appropriate fair value methodologies are used and assisting with their implementation.
• Reviewing quarterly changes in current and projected investment valuations and returns to ensure they align with business plans, asset performance, market trends, and other relevant factors.
• Evaluating annual business plans for investments, understanding key strategies and risks, consolidating these plans at the fund level, and preparing analyses for Senior Management and investors to demonstrate value through executing various business plans.
• Collaborating with Investments and Portfolio Management teams on scenario analyses and special projects for Senior Management and investors.
• Analyzing investment and property-level performance and operating metrics from underwriting through investment exit, and communicating analysis conclusions to Senior Management and investors.
• Supporting Investor Relations and Fundraising teams with complex investor requests.
• Conducting quarterly benchmarking of fund performance against competitor peer groups.
• Presenting Private Fund quarterly performance and valuations to Investor Relations and other internal groups.
• Maintaining the private fund valuation policy and monitoring the development and application of sector-specific valuation policies.

Candidate Profile:

• Bachelor's Degree in Accounting, Finance, or a related field.
• 6-10 years of relevant experience in real estate financial planning and analysis, portfolio management, or valuation roles.
• Strong analytical skills with high attention to detail.
• Proven ability to lead work products and collaborate effectively with stakeholders.
• Excellent organizational skills with the ability to manage priorities effectively and apply a pragmatic approach to handling complex assignments.
• Strong interpersonal, written, and verbal communication skills with a proven track record of working with individuals across various levels and backgrounds.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.