Hybrid FP&A Manager — Board-Ready Insights & Dashboards

Gen II Fund Services; New York (NY); Hybrid; USD 110,000 - 180,000; Full time

Job summary

Gen II Fund Services seeks an FP&A Manager to join our finance team in New York. You will report to the Global Head of Financial Planning and Analysis and drive monthly and quarterly reporting, modeling, and performance insights across business segments in a fast-paced environment.

This role requires 7–10 years of FP&A experience, advanced Excel skills, and the ability to present to senior leadership. The position is hybrid, with three office days and two remote days, and requires legal

Qualifications

• Bachelor’s Degree in Finance, or equivalent discipline.
• 7-10 years’ experience with FP&A.
• Ability to manipulate and model large volumes of data and interpret results.
• Advanced proficiency level in Excel (advanced formulas; pivot tables; modeling, etc.)
• Experience with analytical and client relationship management tools is a plus.
• Experience in Private Equity or PE backed companies is highly desirable.
• Ability to handle multiple projects simultaneously.
• Comfortable working in a fast-paced environment.
• Excellent communication and analytical skills.
• Ability to interact with all levels and functions within the organization.

Responsibilities

• Preparation of monthly and quarterly FP&A reporting deliverables.
• Assist with management reporting framework and key reporting metrics.
• Develop and highlight performance across business segments.
• Build out dashboards to monitor business results and provide actionable insights.
• Assist with the creation of board-level presentations for Senior Management.
• Support long-range, quarterly, and monthly financial planning processes.
• Review and enhance documentation of FP&A processes.
• Engage with and build communication with business functional partners.
• Assist with ad hoc reporting on strategic projects.

Skills

FP&A experience

Data analysis

Financial modeling

Cross-functional communication

Communication

Presentation skills

Analytical thinking

Education

Bachelor’s Degree in Finance

Tools

Excel

Job description

Gen II Fund Services seeks an FP&A Manager to join our finance team in New York. You will report to the Global Head of Financial Planning and Analysis and drive monthly and quarterly reporting, modeling, and performance insights across business segments in a fast-paced environment.

This role requires 7–10 years of FP&A experience, advanced Excel skills, and the ability to present to senior leadership. The position is hybrid, with three office days and two remote days, and requires legal