FP&A Senior

Green Key Resources; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

Green Key Resources is seeking a Senior Financial Planning & Analysis (FP&A) Analyst in New York, NY. The role focuses on budgeting, forecasting, management reporting, and strategic analysis, partnering with senior leadership to drive financial insights across asset management activities.

Responsibilities include developing financial models, monitoring expenses and headcount, preparing investor-level presentations, and supporting strategic initiatives.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• 3-6 years of FP&A, corporate finance, investment management, public accounting, or consulting experience.
• Advanced Excel and financial modeling skills.
• Strong analytical, problem-solving, and communication abilities.
• Experience working with large datasets and financial reporting systems.
• Ability to operate in a fast-paced, collaborative environment.

Responsibilities

• Support the annual budgeting, forecasting, and long-range planning processes
• Prepare monthly and quarterly management reporting packages and financial analyses
• Analyze business performance, operating trends, and key financial metrics
• Develop and maintain complex financial models to support strategic decision-making
• Partner with business leaders to monitor expenses, headcount, and investment-related activity
• Assist with board, investor, and executive-level presentations
• Perform variance analysis and provide insights on revenue, expenses, and profitability
• Drive process improvements and enhance financial reporting capabilities
• Support ad hoc strategic initiatives, M&A analyses, and special projects as needed

Skills

Advanced Excel

Financial modeling

Analytical thinking

Communication skills

Data analysis

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Tools

Power BI

Tableau

Adaptive Planning

Anaplan

Workday

Job description

Senior Financial Planning & Analysis (FP&A) Analyst

Location: New York, NY

About the Opportunity

A leading investment management platform is seeking a highly motivated Senior FP&A Analyst to join its growing finance team. The firm manages capital across a diverse range of investment strategies, including private equity, private credit, real estate, and public market investments on behalf of institutional and high-net-worth investors.

This individual will play a key role in financial planning, forecasting, management reporting, and strategic analysis while partnering closely with senior leadership across the business.

Responsibilities

• Support the annual budgeting, forecasting, and long-range planning processes
• Prepare monthly and quarterly management reporting packages and financial analyses
• Analyze business performance, operating trends, and key financial metrics
• Develop and maintain complex financial models to support strategic decision-making
• Partner with business leaders to monitor expenses, headcount, and investment-related activity
• Assist with board, investor, and executive-level presentations
• Perform variance analysis and provide insights on revenue, expenses, and profitability
• Drive process improvements and enhance financial reporting capabilities
• Support ad hoc strategic initiatives, M&A analyses, and special projects as needed

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field
• 3-6 years of relevant FP&A, corporate finance, investment management, public accounting, or consulting experience
• Advanced Excel and financial modeling skills
• Strong analytical, problem-solving, and communication abilities
• Experience working with large datasets and financial reporting systems
• Ability to operate in a fast-paced, collaborative environment

Preferred Background

• Experience within asset management, alternative investments, financial services, private equity, credit, real estate, or related industries
• Exposure to budgeting, forecasting, management reporting, and executive-level financial analysis
• Familiarity with Power BI, Tableau, Adaptive Planning, Anaplan, Workday, or similar planning/reporting tools

What Makes This Opportunity Attractive

• Exposure to a broad range of investment strategies and business lines
• High level of visibility with senior leadership
• Opportunity to contribute to strategic decision-making and business growth
• Collaborative and entrepreneurial environment with significant career advancement potential

This is an excellent opportunity for an FP&A professional seeking to broaden their exposure within a dynamic alternative asset management platform.