Senior FP&A Analyst: Investment Management & Growth

Green Key Resources; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

Green Key Resources is seeking a Senior Financial Planning & Analysis (FP&A) Analyst in New York, NY. The role focuses on budgeting, forecasting, management reporting, and strategic analysis, partnering with senior leadership to drive financial insights across asset management activities.

Responsibilities include developing financial models, monitoring expenses and headcount, preparing investor-level presentations, and supporting strategic initiatives.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• 3-6 years of FP&A, corporate finance, investment management, public accounting, or consulting experience.
• Advanced Excel and financial modeling skills.
• Strong analytical, problem-solving, and communication abilities.
• Experience working with large datasets and financial reporting systems.
• Ability to operate in a fast-paced, collaborative environment.

Responsibilities

• Support the annual budgeting, forecasting, and long-range planning processes
• Prepare monthly and quarterly management reporting packages and financial analyses
• Analyze business performance, operating trends, and key financial metrics
• Develop and maintain complex financial models to support strategic decision-making
• Partner with business leaders to monitor expenses, headcount, and investment-related activity
• Assist with board, investor, and executive-level presentations
• Perform variance analysis and provide insights on revenue, expenses, and profitability
• Drive process improvements and enhance financial reporting capabilities
• Support ad hoc strategic initiatives, M&A analyses, and special projects as needed

Skills

Advanced Excel

Financial modeling

Analytical thinking

Communication skills

Data analysis

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Tools

Power BI

Tableau

Adaptive Planning

Anaplan

Workday

Job description

Green Key Resources is seeking a Senior Financial Planning & Analysis (FP&A) Analyst in New York, NY. The role focuses on budgeting, forecasting, management reporting, and strategic analysis, partnering with senior leadership to drive financial insights across asset management activities.

Responsibilities include developing financial models, monitoring expenses and headcount, preparing investor-level presentations, and supporting strategic initiatives.