Senior Associate, Financial Planning & Analysis

Mission Staffing; New York (NY); On-site; USD 90,000 - 135,000; Full time

Job summary

Mission Staffing partners with a top-tier hedge fund to strengthen its FP&A and reporting function, standardizing financial tools and planning processes. This role develops a deep understanding of firmwide expense drivers and performance, delivering financial insights to senior leadership for strategic decisions.

You will support the annual budgeting process as a key partner to senior management, collaborate on system enhancements, and help maintain the budgeting and forecasting platform, while

Qualifications

• Bachelor's degree in Accounting or Finance.
• 2+ years of relevant experience and strong analytical skills.
• CPA a plus; basic GAAP knowledge.
• Experience with budgeting/forecasting platforms and data visualization is preferred.
• Investment management industry experience is preferred.

Responsibilities

• Support the buildout of FP&A and reporting function, standardizing tools and planning processes.
• Develop understanding of expense drivers and performance; deliver insights to senior leadership.
• Assist with the annual budgeting process and partner with senior management.
• Collaborate on system enhancements and maintenance of budgeting/forecasting platform.
• Support month-end processes and consolidate management reporting, forecasts, and updates.
• Partner across functions to troubleshoot issues and support business needs.

Skills

Analytical skills

Communication skills

Problem-solving

Self-starter

Attention to detail

GAAP understanding

Education

Bachelor's degree in Accounting or Finance

Tools

MS Office

Budgeting/Forecasting platforms

Data visualization tools

Job description

Join a high-caliber finance team where your analysis directly shapes strategic decisions at the top of the firm. Apply today to take the next step in your FP&A career.

Company Information:

A thriving multi-strategy hedge fund with AUM of $15B+

Job Description:

• Support the buildout of a best-in-class FP&A and reporting function, including standardizing and improving financial tools and planning processes
• Develop deep understanding of firmwide expense drivers and performance
• Deliver financial insight and recommendations to senior leadership for strategic and operational decisions
• Support the annual firmwide budgeting process as a key partner to senior management
• Collaborate on system enhancements and maintenance of the firm’s budgeting and forecasting platform
• Support month-end process improvements alongside the Management Accounting team
• Contribute to consolidation and analysis of management reporting, monthly forecasts, and quarterly updates
• Partner cross-functionally to troubleshoot issues and support broader business needs

Requirements / Qualifications:

• Bachelor’s degree in Accounting or Finance
• 2+ years of relevant experience
• Strong problem-solving and analytical skills
• Self-starter with ownership over key processes and a continuous improvement mindset
• High attention to detail and strong communication skills
• Basic understanding of GAAP
• Proficiency in MS Office; CPA a plus
• Experience with budgeting/forecasting platforms and data visualization tools preferred
• Investment management industry experience preferred