Financial Planning & Analysis (Junior)

Northbound Executive Search; New York (NY); On-site; USD 65,000 - 80,000; Full time

Job summary

Leading Alternative Asset Manager in New York is seeking a FP&A associate to support liquidity planning, reporting and investor disclosures. You will interface with senior management and controllers.

Responsibilities include weekly liquidity reports, monthly FP&A records, and data compilation for internal audits and investor analyses. Requirements: bachelor's degree in accounting/finance, 1–3 years FP&A, strong Excel, excellent organization and communication.

Qualifications

• Bachelor’s degree in accounting, business administration, or finance.
• 1–3 years of financial planning and analysis experience.
• Strong Excel skills required.

Responsibilities

• Prepare weekly liquidity reports for flagship funds to determine liquidity needs and investor capital timing.
• Prepare monthly FP&A records and report current/projected performance for investors.
• Support internal audit requests and data compilation as required.
• Prepare specific analysis as requested by investors.

Skills

Excel proficiency

Analytical thinking

Communication

Multi-tasking

Financial markets knowledge

Deadline-driven

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Business Administration

Tools

Excel

Job description

Leading Alternative Asset Manager, located in New York, NY, is seeking an individual to support the Financial Planning & Analysis (FP&A) team. This position will interface extensively with Senior Management and Controllers of the firm.

Job Responsibilities:

• Prepare weekly liquidity reports for the flagship funds to determine liquidity needs and timing of investor capital calls/distributions
• Prepare monthly FP&A records and report current/projected performance for investors portfolio
• Support internal audit requests and data compilation as required
• Prepare specific analysis as requested by investors

Job Requirements:

• Bachelor’s Degree in Accounting, Business Administration, or Finance
• 1-3 years of financial planning and analysis experience
• Strong Excel skills are required
• Excellent organizational, communication, multi-tasking and analytical skills
• Strong understanding of financial markets
• Ability and initiative to handle sensitive deadlines

Compensation:

• $65,000 – $80,000

Job ID:

8228