FP&A Senior Associate / AVP

Northbound Executive Search; New York (NY); On-site; USD 96,000 - 110,000; Full time

Job summary

Northbound Executive Search is recruiting for a long-term temporary Financial Planning & Analysis role in New York. We seek candidates with 5–8+ years of FP&A experience from private equity funds or investment banks, paying $70-$80/hr.

The role directs budgeting, forecasting, and long-term planning while leading financial reporting and senior leadership insights. The position requires strong modeling skills, collaboration with the CFO, and mentoring a team to uphold accuracy and strategic value.

Qualifications

• 5–8+ years of FP&A, corporate finance, or financial reporting experience.
• Experience in alternative asset management is a plus but not required.
• Proven ability to own and execute budgeting, forecasting, and reporting initiatives.
• Strong supervision and mentorship skills with a focus on quality control.

Responsibilities

• Direct budgeting, forecasting, and long-term financial planning activities.
• Oversee financial reporting for senior leadership with insights on drivers and risks.
• Manage quarterly earnings cycle including segment assessments and forecast revisions.
• Create and maintain financial models linking performance, AUM, revenue, and expenses.
• Oversee gathering, validation, and interpretation of key business metrics (fundraising, AUM, etc.).
• Partner with CFO and executives to evaluate results and strategic opportunities.
• Collaborate across Finance to strengthen reporting transparency and accountability.
• Enhance FP&A capabilities through streamlined workflows and automation.
• Lead and mentor team members ensuring analytical accuracy and high-quality deliverables.

Skills

FP&A

Budgeting

Forecasting

Financial analysis

Leadership

Communication

Education

Bachelor's in Finance/Accounting/Economics

CPA / CFA or advanced degree preferred

Tools

Excel

PowerPoint

Anaplan

Essbase

Job description

We are currently recruiting on a long-term temporary financial planning & analysis job opening. We are seeking candidates with 5-8+ years of FP&A experience from within a private equity fund or investment bank. Paying $70-$80/hr.

Key Responsibilities

• Direct the firm’s budgeting, forecasting, and long-term financial planning activities.
• Oversee financial reporting for senior leadership, providing clear insights into performance, business drivers, projected results, risks, and growth opportunities.
• Manage critical components of the quarterly earnings cycle, including business segment assessments, forecast revisions, financial variance reviews, executive presentations, and collaboration with Investor Relations.
• Create and maintain financial models and scenario-based analyses linking business performance, assets under management, revenue, expenses, and earnings.
• Oversee the gathering, validation, and interpretation of key business metrics, including fundraising activity, capital deployment, realizations, AUM, and other measures of operating performance.
• Partner with the CFO and senior executives to evaluate firmwide results, support expansion efforts, assess new business opportunities, and advance strategic priorities.
• Collaborate with Finance leadership across business units to strengthen reporting transparency, promote consistency, and reinforce financial accountability.
• Enhance financial planning and reporting capabilities by streamlining workflows, strengthening controls, improving data integrity, and leveraging automation and technology.
• Lead and mentor team members, fostering professional development while ensuring high standards for analytical accuracy, sound judgment, responsiveness, and quality of deliverables.

Qualifications

• 5–8+ years of relevant experience in FP&A, corporate finance, financial reporting, or a similar function. Experience within alternative asset management is advantageous but not required.
• Proven track record of owning and executing complex budgeting, forecasting, financial analysis, management reporting, or public-company reporting initiatives.
• Demonstrated ability to supervise, mentor, and develop team members, with strong delegation skills and a commitment to quality control and accountability.
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline. A CPA, CFA, or advanced degree is preferred.
• Strong analytical and problem-solving capabilities, including the ability to evaluate business drivers, test assumptions, and translate detailed financial information into meaningful business insights.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to senior stakeholders and deliver actionable recommendations.
• High degree of professionalism, discretion, and integrity when working with confidential and market-sensitive financial information.
• Strong organizational skills and the ability to manage competing priorities in a fast-paced environment while consistently meeting tight deadlines and maintaining high-quality standards.
• Advanced knowledge of Microsoft Excel and PowerPoint. Familiarity with enterprise planning, forecasting, and reporting platforms such as Anaplan and Essbase is a plus.

Job ID:

24480