FPA Senior Associate AVP

Northbound Search; New York (NY); On-site; USD 150,000 - 180,000; Full time

Job summary

Northbound Search in New York is seeking a Senior Associate / AVP - FP&A for a long-term temporary engagement. The role directs budgeting, forecasting, and long-term planning, delivering insights to senior leadership and shaping the quarterly earnings cycle.

The ideal candidate has 5-8+ years FP&A experience in private equity or investment banking, with strong Excel/PowerPoint skills and a CPA/CFA or advanced degree preferred.

Qualifications

• 5-8+ years FP&A experience in private equity, fund, or investment bank.
• Proven track record in budgeting, forecasting, and management reporting.
• Ability to supervise and develop junior staff with accountability.

Responsibilities

• Direct budgeting, forecasting, and long-term financial planning activities.
• Oversee financial reporting for senior leadership with insights on performance and risks.
• Lead quarterly earnings cycle activities including variance reviews and investor relations collaboration.
• Create and maintain financial models linking performance metrics and AUM.
• Collaborate with CFO and executives to evaluate firm-wide results and strategic priorities.
• Strengthen reporting transparency across business units and improve data integrity.

Skills

Analytical skills

Communication skills

Leadership & mentoring

Financial modeling

Education

Bachelor’s degree in Finance/Accounting/Economics

CPA or CFA or advanced degree preferred

Tools

Excel

PowerPoint

Anaplan

Essbase

Job description

Senior Associate / AVP - FP&A

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.

Compensation:
$150,000-$180,000 per year