FP&A Manager

Fortis Recruitment; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

A leading hedge fund in New York is searching for a hands-on financial professional to drive financial insight and support strategic decision-making. The ideal candidate will have over 8 years of FP&A experience, proficient in Excel and financial modeling while being able to communicate insights effectively to senior stakeholders. This role offers the chance to work closely with investment teams and influence performance measurement across the organization, with a clear growth pathway within the finance department.

Qualifications

• 8+ years’ experience in FP&A or strategic finance, ideally in investment management or financial services.
• Strong proficiency in Excel and financial modelling; VBA/macros a plus.
• Comfortable influencing decisions and communicating insights to senior stakeholders.

Responsibilities

• Prepare monthly management reporting dashboards and performance insights.
• Analyse revenue, cost and KPI trends for financial forecasting.
• Lead budgeting and forecasting cycles, collaborating with global leaders.
• Build financial models for product initiatives and strategic planning.
• Participate in cross-functional projects to streamline reporting processes.

Skills

Excel proficiency

Financial modeling

Communication skills

Team-oriented

Organisational skills

Education

Bachelor’s degree in Finance, Accounting or Economics

Job description

A multi strategy Hedge Fund is searching for a hands on and detail oriented commercial finance professional to play a key role in driving financial insight, performance measurement and strategic decision support across the business.

This role sits within a central finance function partnering closely with senior leadership across investment, strategy and corporate teams.

Key Responsibilities

• Prepare monthly management reporting dashboards and performance insights for senior leadership
• Analyse revenue, cost and KPI trends to enhance financial forecasting accuracy and business performance evaluation
• Lead the annual budgeting and forecasting cycle, collaborating with leaders across the global business
• Build financial models supporting new product initiatives, growth opportunities and strategic planning
• Participate in cross-functional projects to streamline reporting processes and elevate analytical frameworks
• Work closely with teams across Finance, Risk, Strategy and HR on firm-wide initiatives
• Lead, mentor and supervise a talented and high performing FP&A group

Candidate Profile

• Bachelor’s degree in Finance, Accounting, Economics or similar
• 8+ years’ experience in FP&A or strategic finance, ideally within investment management, trading or financial services
• Strong proficiency in Excel and financial modelling; PowerPoint capable; VBA/macros a plus.
• Comfortable communicating financial insights to senior stakeholders and influencing decisions
• Team-oriented, proactive and able to thrive in a high-performance, fast-paced environment
• Highly organised, detail-driven and committed to ownership of deliverables

Why This Role Is Attractive

• High visibility with direct interaction with senior leadership.
• Broad exposure across investment products and global business lines.
• Opportunity to influence how performance is measured, interpreted and acted upon across the firm.
• Clear growth pathway within a sophisticated and expanding finance organisation.