FP&A Sr. Associate - Global Asset Manager

Coda Search│Staffing; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Our client in New York is seeking a talented FP&A Senior Associate to join their growing team.

The role focuses on analyzing KPIs, budgeting, forecasting, and presenting financial reports to multiple units, with opportunities to implement BI tools and drive data-driven strategic initiatives.

Qualifications

• 4-8 years of relevant recruiting experience within Financial Services.

Responsibilities

• Analyze the trends of KPIs, especially relating to financial metrics such as sales, expenditures, and profit margin.
• Monitor KPIs and identify the cause of any unexpected variances.
• Develop and continually improve budgeting, financial projections, and operating forecast
• Ad-hoc business performance reporting
• Present the monthly and quarterly financial reports of various units and departments
• Implement a business intelligence tool and dashboard reports
• Develop financial models and analyze them to support strategic initiatives
• Support management team and the Heads of Department with data-driven analysis

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Education

Bachelor's degree in Finance

Tools

Tableau

Power BI

Job description

Our client, a leading alternative asset manager, is looking to add a talented FP&A Sr. Associate to join their growing team.

Responsibilities

• Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as sales, expenditures, and profit margin.
• Monitor KPIs and identify the cause of any unexpected variances
• Develop and continually improve budgeting, financial projections, and operating forecast
• Ad-hoc business performance reporting
• Present the monthly and quarterly financial reports of various units and departments
• Implement a business intelligence tool and dashboard reports
• Develop financial models and analyze them to support strategic initiatives
• Support management team and the Heads of Department with data-driven analysis

Qualifications

• 4-8 years of relevant recruiting experience within Financial Services