Manager FP&A

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

Who is Gen II?

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

Position Overview

Gen II Fund Services seeks an FP&A manager.The role will report to the Global Head of Financial Planning and Analysis and support the management reporting framework, business reporting requirements, business transaction support, and financial analysis. The successful candidate will possess structure, attention to detail, quality focus, high energy and flexibility in a high-paced deadline driven organization. This individual will routinely engage with the senior leadership and collaborate with business functional partners. The role and responsibilities will require confidentiality, initiative, sound decision-making, and independent judgment.

Primary Responsibilities Will Include:

• 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.

Job Requirements, Skills, Education and Experience:

• 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.

The salary range for this position is $110,000 - $180,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Manager FP&A

Who is Gen II?

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

Position Overview

Gen II Fund Services seeks an FP&A manager.The role will report to the Global Head of Financial Planning and Analysis and support the management reporting framework, business reporting requirements, business transaction support, and financial analysis. The successful candidate will possess structure, attention to detail, quality focus, high energy and flexibility in a high-paced deadline driven organization. This individual will routinely engage with the senior leadership and collaborate with business functional partners. The role and responsibilities will require confidentiality, initiative, sound decision-making, and independent judgment.

Primary Responsibilities Will Include:

• 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.

Job Requirements, Skills, Education and Experience:

• 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.

The salary range for this position is $110,000 - $180,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.