Financial Planning & Analysis - Associate or VP

Green Key Resources; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Green Key Resources seeks an analytical FP&A Associate/VP to drive strategic planning, forecasting, and executive reporting. You will partner with multiple Finance functions and expose senior leadership to critical financial insights.

The role emphasizes financial modeling, variance analysis, and actionable recommendations across business lines, funds, and growth initiatives, leveraging Workday and AI capabilities for enhanced decision making.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• At least 5 years of FP&A or closely related experience.
• Experience in analytics, forecasting and strategic planning.
• Strong financial modeling and problem solving capabilities.
• Excellent communication for executive audiences, with data storytelling.
• Advanced Excel skills and handling large data sets.
• Experience managing or contributing to complex projects in a fast-paced environment.
• Ability to understand business context and deliver accurate FP&A outputs.

Responsibilities

• Develop and maintain long-term financial models and scenario analyses for strategic planning and capital decisions.
• Analyze monthly results against budget and prior year, explaining key drivers.
• Evaluate profitability across lines, products, funds, and growth initiatives.
• Support design and enhancement of a new reporting/forecasting platform using Workday and AI.
• Use data to deliver timely insights and recommendations to senior management.
• Prepare financial reporting packages for lenders, facilities, and rating agencies.
• Conduct ad hoc analyses related to capital structure and financing topics.
• Develop analyses and materials for due diligence and executive decisions.
• Collaborate with Accounting and Finance teams to reflect significant results in FP&A reports.
• Create executive-level presentations and talking points.
• Identify opportunities to improve budgeting, forecasting, and reporting processes.
• Enhance FP&A workflows as business needs evolve.
• Maintain controls to ensure data accuracy and integrity.

Skills

Financial modeling

Analytical skills

Advanced Excel

Communication skills

Presentation skills

Education

Bachelor's degree in Finance/Accounting

Tools

Workday

ERP systems

Job description

A highly regarded financial services firm is looking to add a FP&A Associate or VP to their team. The role is geared toward a highly analytical professional who can contribute to strategic planning, executive reporting, profitability analysis, forecasting, and broader corporate-finance initiatives. It is a visible position that partners with multiple Finance functions and provides exposure to senior leadership.

Key Responsibilities

• Develop and maintain long-term financial models and scenario analyses to support strategic planning, valuation, and capital-planning decisions.
• Analyze monthly financial results against budget and prior-year performance, identifying key variances and explaining the underlying business drivers.
• Evaluate profitability and performance across business lines, products, funds, and growth initiatives.
• Support the design, testing, implementation, and ongoing enhancement of a new financial reporting and forecasting platform leveraging Workday Finance and AI capabilities.
• Utilize financial and operational data to deliver timely insights and recommendations to senior management.
• Prepare and review financial reporting packages for lenders, credit facilities, and rating agencies.
• Conduct ad hoc analysis related to capital structure, financing, and other corporate-finance matters.
• Develop financial analyses and supporting materials for due diligence, strategic initiatives, and executive decision-making.
• Collaborate with Accounting and other Finance teams to understand financial results and ensure significant developments are appropriately reflected in FP&A reporting.
• Create executive-level presentations, financial decks, and supporting talking points.
• Identify opportunities to improve budgeting, forecasting, reporting, and financial-planning processes.
• Enhance FP&A workflows and financial models as business requirements and organizational priorities evolve.
• Maintain appropriate processes and controls to support the accuracy, consistency, and integrity of financial data.

Basic Qualifications

The ideal candidate will have:

• Bachelor’s degree in Finance, Accounting, or a related field.
• At least 5 years of experience in FP&A or a closely related discipline.
• Relevant experience may come from FP&A, management consulting, accounting, audit, investment management, or similar environments.
• Strong financial modeling, analytical, and problem-solving capabilities.
• Solid understanding of financial statements, accounting concepts, and financial analysis.
• Advanced Excel skills, including experience building dynamic models and working with large datasets.
• Experience managing or contributing to complex projects within a fast-paced environment.
• Strong attention to detail combined with the ability to understand the broader business context.
• Excellent communication skills, particularly the ability to present financial information and business issues to senior and executive-level audiences.
• Demonstrated ownership, resourcefulness, and the ability to work independently while producing high-quality deliverables.

Preferred Background

The following experience would be particularly valuable:

• Background in the asset-management or investment-management industry.
• Familiarity with investment fund structures and related financial considerations.
• Strong technical accounting and financial foundation.
• Experience preparing lender reporting or working directly with lenders and financing partners.
• Experience implementing, optimizing, or leveraging an ERP or financial-management system for forecasting and reporting, particularly Workday.
• Comfort operating in situations involving ambiguity, evolving priorities, and limited direction.