Director of FP&A

3 Bridge Networks; California; On-site; USD 180,000 - 260,000; Full time

Job summary

3 Bridge Networks LLC is seeking a Director of FP&A to lead financial planning and analysis for its management company. This high-visibility role partners with senior finance leadership to shape financial strategy and support a growing investment platform.

You will own budgeting, forecasting, and management reporting, build multi-entity models, forecast revenue and expenses, and translate complex data into clear recommendations.

Qualifications

• Significant FP&A and strategic finance experience with budgeting, forecasting, and senior reporting.
• Experience in private equity, asset management, or investment management strongly preferred.
• Understanding of management company economics including management fees and fund lifecycles.
• Advanced financial modeling skills and ability to work through multi-entity data.
• Strong communication and ability to present to senior stakeholders.
• A hands-on, structured approach with ability to manage competing priorities.
• Bachelor’s in finance, accounting, economics; MBA/CPA/CFA is a plus.

Responsibilities

• Own the planning process: budgeting, rolling forecasts, and long-range planning for the management company.
• Partner with leadership to provide insight into performance, resource allocation, and growth initiatives.
• Build models forecasting management fee revenue, compensation, headcount, and expenses across entities.
• Develop management reporting explaining performance, drivers, risks, and opportunities.
• Support a growing platform evaluating fund launches, fundraising, expansion, and acquisitions.
• Connect finance across the firm with accounting and fund finance to incorporate activity into forecasts.
• Strengthen FP&A through improved reporting, data visibility, and scalable processes.

Skills

FP&A leadership

Budgeting

Forecasting

Management reporting

Private equity

Financial modeling

Stakeholder communication

Education

Bachelor's in finance/economics

MBA/CPA/CFA a plus

Tools

Excel

Job description

A leading private equity firm with over $100 billion in assets under management is seeking a Director of FP&A to lead financial planning and analysis for its management company. This is a high-visibility opportunity to serve as the firm's primary FP&A leader, partnering closely with senior finance leadership to shape financial strategy and support a growing investment platform.

The role combines ownership of budgeting, forecasting, and management reporting with hands-on analysis of the business. The ideal candidate brings strong commercial judgment, experience building financial models, and the ability to translate complex information into clear recommendations. Experience within private equity, asset management, or another investment management business is strongly preferred.

The Opportunity

• Own the planning process: Lead annual budgeting, rolling forecasts, and long-range financial planning for the management company.
• Partner with leadership: Provide insight into business performance, resource allocation, and strategic growth initiatives.
• Build meaningful financial models: Forecast management fee revenue, compensation, headcount, operating expenses, and profitability across entities and investment strategies.
• Turn results into decisions: Develop management reporting that clearly explains performance against plan, key business drivers, risks, and opportunities.
• Support a growing platform: Evaluate the financial impact of new fund launches, fundraising scenarios, business expansion, and potential acquisitions.
• Connect finance across the firm: Work closely with accounting, fund finance, and other stakeholders to incorporate fund activity and operating results into management company forecasts.
• Strengthen the FP&A function: Improve reporting, data visibility, and planning processes as the business scales.

What You Bring

• Significant progressive experience in FP&A, strategic finance, or a related discipline, with ownership of budgeting, forecasting, and senior management reporting.
• Experience within private equity, alternative investments, or asset management strongly preferred.
• An understanding of management company economics, including management fees, fund lifecycles, compensation, and operating expenses.
• Advanced financial modeling skills and the ability to work through complex, multi-entity financial information.
• Strong communication skills and confidence presenting recommendations to senior stakeholders.
• A hands-on approach, sound judgment, and the ability to build structure while managing competing priorities.
• A bachelor's degree in finance, accounting, economics, or a related field; an MBA, CPA, or CFA is a plus.

Why This Role

This is an opportunity to take ownership of FP&A at a substantial investment firm where financial insight directly informs business decisions. You'll have visibility into the broader platform, meaningful access to leadership, and the opportunity to shape how the firm plans for its next stage of growth.