We are partnering with one of the world's most prestigious private equity firms to hire a Senior FP&A Analyst for their Boston headquarters. This is a highly visible hybrid role supporting global financial planning efforts across a range of alternative asset classes. The position plays a key part in compiling forecasts, building long-term strategic plans, and enabling executive decision-making across the firm's diverse investment platforms.
Company & Role Highlights
- About the Firm: Globally recognized alternative investment firm assets across Private Equity, Credit, Venture, Real Estate, Life Sciences, and other asset classes
- High-Impact Role: Support executive decision-making through budgeting, forecasting, and long-range strategic planning across business units
- Career Development: Track record of internal mobility and promotion, with opportunities to grow both within FP&A and across adjacent finance teams
- Hybrid Flexibility: 3 days per week in office at a centrally located, T-accessible Boston location with 2 days remote
- Excellent Benefits: Bonus, profit sharing, fully paid healthcare, generous PTO and parental leave, 401(k) match, and extensive office perks
Job Description
- Strategic Planning & Forecasting: Contribute to the firm's long-term strategic plan and annual budgeting process, incorporating real-time and projected changes to the business
- Cross-Functional Finance Support: Collaborate with compensation, corporate finance, and accounting teams to align operational planning with financial goals
- P&L Management: Assist with maintaining and adjusting the management basis P&L, including recording journal entries and analyzing tax-to-management basis differences
- Ad Hoc Analysis: Support senior leadership with data-driven insights through ad hoc projects, modeling, and scenario planning
Qualifications
- Bachelor's degree in Accounting, Finance, or Business
- 2-4 years of experience in FP&A (preferred), accounting, or corporate finance
- Strong Excel and data visualization skills (Power BI, Tableau, etc.)
- Creative problem-solving mindset with attention to detail
- Strong interpersonal skills and confidence working with all levels of an organization