Global FP&A Associate: Forecasting, Budgeting & M&A

Atlas Search; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Atlas Search in New York is seeking a Financial Analyst to join the private equity global FP&A team, splitting time between forecasting/modeling and budgeting/expense management, with work that informs senior leadership decisions.

You will build and maintain models, perform forecasting and variance analysis, support the annual budget, monitor KPIs, manage FX rates, and contribute to multi-currency consolidation and reporting across entities.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 2+ years of financial analysis experience.
• Advanced Excel and strong financial modeling skills.
• Hands-on experience with FX rates.
• Familiarity with financial systems such as Qube, Hyperion, Adaptive Insights, Workday, or UKG.
• Ability to explain complex financial information to non-financial audiences.
• Strong organization and ability to manage multiple deadlines.
• Sharp attention to detail and accuracy.
• Nice to have: Qube experience (highly preferred).
• Global consolidation or multi-currency reporting experience; exposure to M&A analysis.

Responsibilities

• Forecasting & Modeling (~50%): Build and maintain financial models and forecasts to project performance.
• Conduct forecasting and variance analysis to guide strategic planning.
• Evaluate investment opportunities, including M&A, with detailed models and projections.
• Budgeting & Expense Management (~50%): Support the annual budget process, track adherence, and identify cost-optimization opportunities.
• Develop and maintain KPIs that measure financial health.
• Identify financial risks and recommend mitigation strategies.
• Reporting & Systems: Prepare clear reports for senior management on trends and opportunities; assist with consolidation of global results.
• Update monthly FX rates in the financial system.
• Help maintain the FP&A reporting structure in the financial reporting system; Partner with cross-functional teams and global peers.

Skills

Advanced Excel

Financial modeling

FX rates

Non-financial communication

Deadline management

Attention to detail

Education

Bachelor's degree in Finance or related field

Tools

Qube

Hyperion

Adaptive Insights

Workday

UKG

Job description

Atlas Search in New York is seeking a Financial Analyst to join the private equity global FP&A team, splitting time between forecasting/modeling and budgeting/expense management, with work that informs senior leadership decisions.

You will build and maintain models, perform forecasting and variance analysis, support the annual budget, monitor KPIs, manage FX rates, and contribute to multi-currency consolidation and reporting across entities.