Financial Planning and Analysis (FP&A) - Associate

Northbound Executive Search; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

Northbound Executive Search is assisting an investment firm in New York to recruit an FP&A Associate responsible for financial planning, forecasting, and management reporting. The role emphasizes building models and dashboards and translating data into actionable insights for executives.

The ideal candidate has a strong Excel background, 3–7 years of FP&A or related analytics experience, and the ability to communicate findings to senior stakeholders in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3–7 years of FP&A or related analytical experience.
• Advanced Excel skills with ability to build models and dashboards.
• Strong analytical and problem-solving capabilities with high attention to detail.
• Ability to translate large datasets into clear insights for senior stakeholders.
• Excellent communication skills and ability to manage multiple priorities.

Responsibilities

• Build and maintain detailed financial models for budgeting, forecasting, and long-range plans.
• Develop automated dashboards and Excel reporting for KPIs and performance.
• Analyze variances vs forecasts and explain findings to senior leadership.
• Support annual budget process and recurring forecast cycles.
• Consolidate results and prepare board-ready reporting materials.
• Partner with leaders to evaluate trends, expenses, and investments.
• Identify opportunities to streamline reporting via modeling and automation.
• Assist with ad hoc analysis, scenario planning, and exec requests.

Skills

Advanced Excel

Financial modeling

Dashboarding

Data analysis

Stakeholder comms

Multitasking

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Tableau

Adaptive

Anaplan

Hyperion

Job description

An investment firm is seeking an FP&A Associate to support financial planning, forecasting, and management reporting. This individual will play a key role in developing financial models, building dashboards, and delivering insights that support executive decision-making. The role is suited for a detail-oriented finance professional who enjoys working with data and translating it into actionable analysis.

Position Overview

The FP&A Associate will support budgeting, forecasting, and performance analysis while helping modernize reporting capabilities across the organization. This role requires strong Excel skills and the ability to build dynamic financial models and dashboards that improve visibility into business performance.

Key Responsibilities

• Build and maintain detailed financial models to support budgeting, forecasting, and long-range planning.
• Develop automated dashboards and reporting packages in Excel to track KPIs, operating metrics, and financial performance.
• Analyze variances between actual results and forecasts, providing clear explanations to senior leadership.
• Support the annual budget process and recurring forecast cycles.
• Consolidate financial results and prepare materials for leadership and board-level reporting.
• Partner with business leaders to evaluate trends, expenses, and investment opportunities.
• Identify opportunities to streamline reporting through enhanced modeling and automation.
• Assist with ad hoc analysis, scenario planning, and executive requests.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–7 years of experience in FP&A, investment banking, consulting, corporate finance, or a related analytical role.
• Advanced Excel skills, including building financial models from the ground up and creating dashboard-style reporting.
• Strong analytical and problem-solving capabilities with high attention to detail.
• Ability to synthesize large datasets into clear, concise insights.
• Professional communication skills with the confidence to interact with senior stakeholders.
• Self-starter who can manage multiple priorities in a deadline-driven environment.

Preferred Background

• Experience within financial services, asset management, private equity, or a corporate finance environment.
• Familiarity with visualization tools such as Power BI, Tableau, or similar platforms.
• Exposure to financial systems or planning tools (e.g., Adaptive, Anaplan, Hyperion).