Manager FP&A

gen2fund.com; New York (NY); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Hybrid work schedule

Job summary

Gen II Fund Services seeks an FP&A manager to join a high-energy team in the United States. You will report to the Global Head of FP&A and support management reporting, business reporting requirements, and financial analysis across segments.

This role requires confidentiality, initiative, and the ability to interact with senior leadership. The position offers a hybrid schedule (three days in the office, two remote), a discretionary bonus, and comprehensive benefits to support well-being.

Qualifications

• Bachelor’s Degree in Finance or equivalent discipline.
• 7–10 years of FP&A experience.
• Ability to manipulate and model large data sets.
• Advanced Excel skills (formulas; pivot tables; modeling).
• 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.
• Excellent communication and analytical skills.
• Ability to interact with all levels of 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.

Job description

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.

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

• 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.

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.