Senior Associate, Financial Planning & Analysis

Connect Search, LLC; New York (NY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Connect Search, LLC partners with a global hedge fund to hire a Senior Associate, FP&A based in New York. The role will build a best-in-class FP&A and Reporting function, standardizing financial tools and planning processes while delivering insights to executive leadership.

You will lead the annual budgeting process, enhance month-end procedures, and collaborate across teams to support strategic planning using Adaptive Insights, Workday, Power BI, and Tableau.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 4–6 years of relevant experience.
• Strong problem-solving and analytical skills.
• Self-starter with initiative and ownership.
• High attention to detail with strong verbal and written communication.
• Basic understanding of GAAP.
• Proficiency with MS Office.
• Hedge fund and investment manager experience preferred.
• Workday and Adaptive Insights experience preferred.
• Experience with Power BI, Tableau, or other data visualization tools preferred.

Responsibilities

• Build a best-in-class FP&A and Reporting function by developing, standardizing, and continuously improving all financial tools and planning processes.
• Develop a deep understanding of the underlying operations and drivers of firmwide expenses and performance.
• Deliver financial insight and recommendations to executive leadership for strategic and operational planning decisions.
• Spearhead the annual firmwide budgeting process, serving as a key partner to senior management and business leadership.
• Collaborate on system enhancements and maintenance of the firm's budgeting and forecasting tool (Adaptive Insights/Workday).
• Support the Management Accounting team in rebuilding and enhancing month-end processes.
• Contribute to consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership.
• Collaborate cross-functionally to strategize, troubleshoot issues, and support broader team needs.

Skills

Problem-solving

Analytical thinking

Self-motivation

Verbal & written communication

Education

Bachelor's degree in Accounting or Finance

Tools

Workday

Adaptive Insights

Power BI

Tableau

MS Office

Job description

New York, NY | Hybrid (4 Days In-Office)

About the Firm

A global, multi-strategy hedge fund with substantial assets under management and a diversified investment platform.

About the Role

The Senior Associate, FP&A will help build a best-in-class FP&A and Reporting function, developing and standardizing financial tools and planning processes while delivering insights and recommendations to executive leadership.

Key Responsibilities

• Build a best-in-class FP&A and Reporting function by developing, standardizing, and continuously improving all financial tools and planning processes
• Develop a deep understanding of the underlying operations and drivers of firmwide expenses and performance
• Deliver financial insight and recommendations to executive leadership for strategic and operational planning decisions
• Spearhead the annual firmwide budgeting process, serving as a key partner to senior management and business leadership
• Collaborate on system enhancements and maintenance of the firm's budgeting and forecasting tool (Adaptive Insights/Workday)
• Support the Management Accounting team in rebuilding and enhancing month-end processes
• Contribute to consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership
• Collaborate cross-functionally to strategize, troubleshoot issues, and support broader team needs

Qualifications

• Bachelor's degree in Accounting or Finance
• ~4-6 years of relevant experience
• Strong problem-solving and analytical skills
• Self-starter who takes initiative and ownership over key processes
• High attention to detail with strong verbal and written communication
• Basic understanding of GAAP
• Proficiency with MS Office required
• Hedge fund and investment manager experience preferred
• Workday and Adaptive Insights experience preferred
• Experience with Power BI, Tableau, or other data visualization tools preferred

Competitive base salary plus performance bonus. Comprehensive benefits package.