Senior FP&A Analyst — Multi-Entity Reporting & Budgeting

SNH Strategic Partners; San Juan (PR); On-site; USD 110,000 - 150,000; Full time

Job summary

SNH Strategic Partners, based in Puerto Rico, is seeking a Senior Financial Analyst to lead reporting and analytics across the platform, including consolidated firm and fund reporting, dashboards, budgeting, and forecasting. You will report to the Director of Finance and work with the Group CFO and leadership to provide numbers used by investors.

The role requires strong analytical skills and the ability to manage multiple deliverables across entities.

Qualifications

• Bachelor's degree in accounting, finance, economics, or related field.
• 5+ years of progressive finance experience in FP&A, financial reporting, or a similar role.
• Hands-on experience running consolidated management reporting across multiple legal entities, including intercompany eliminations and dashboards.
• Track record of building bottom-up budgets and multi-year financial plans.
• Comfort getting up to speed on businesses in different industries and putting their P&Ls and balance sheets on a common basis.

Responsibilities

• Prepare the monthly and quarterly reporting packages for the management company, funds, and portfolio companies.
• Maintain and improve our management dashboards, including plan-versus-actual variance analysis and commentary by department and account group.
• Review and consolidate portfolio company reporting, mapping different charts of accounts to a common format.
• Work with operating management on bottom-up annual budgets and multi-year plans, by entity and consolidated, using driver-based revenue, expense, and headcount models; update forecasts as the year unfolds.
• Support fund accounting and investor reporting (capital accounts, distributions, performance metrics) and reconcile distributions and cash against bank records and ownership schedules.
• Pull together tax data packages for our external tax advisors and review them before they go out.
• Help the accounting team during busy periods and when someone is out.

Skills

Advanced Excel

Financial modeling

FP&A

Data analysis

English communication

Education

Bachelor's degree in accounting, finance, economics, or related field

Tools

SQL

Power Query

ETL tools

Job description

SNH Strategic Partners, based in Puerto Rico, is seeking a Senior Financial Analyst to lead reporting and analytics across the platform, including consolidated firm and fund reporting, dashboards, budgeting, and forecasting. You will report to the Director of Finance and work with the Group CFO and leadership to provide numbers used by investors.

The role requires strong analytical skills and the ability to manage multiple deliverables across entities.