Senior FP&A Analyst - Private Equity - NYC - Hybrid

Atlantic Group; New York (NY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Atlantic Group, a leading investment management firm, seeks a Senior FP&A Analyst for NYC hybrid work. The role focuses on budgeting, forecasting, financial reporting, and strategic analytics while working with senior stakeholders across the organization.

Responsibilities include building models, analyzing performance metrics, and delivering management reports. The ideal candidate has 3–7 years in FP&A or related fields, strong Excel skills, and a degree in Finance or related areas.

Qualifications

• 3-7 years of experience in FP&A, corporate finance, accounting, consulting, transaction advisory, or a related field.
• Strong financial modeling, analytical, and Excel skills.
• Experience with budgeting, forecasting, and performance reporting.
• Excellent communication and presentation abilities.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.

Responsibilities

• Support budgeting, forecasting, and financial reporting processes.
• Analyze operating metrics, expenses, headcount, and business performance trends.
• Build financial models and management reporting materials.
• Assist with strategic projects, process improvements, and ad hoc financial analysis.
• Partner with finance, accounting, HR, and business teams on key initiatives.

Skills

FP&A

Budgeting

Forecasting

Financial modeling

Excel

Analytical

Communication

Presentation

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Excel

Financial reporting systems

Job description

Senior FP&A Analyst - Private Equity - NYC - Hybrid

A leading investment management firm is seeking a Senior Financial Analyst to join its finance team. This role will support budgeting, forecasting, financial reporting, operational analytics, and strategic planning initiatives while partnering with senior stakeholders across the organization.

Responsibilities:

• Support budgeting, forecasting, and financial reporting processes.
• Analyze operating metrics, expenses, headcount, and business performance trends.
• Build financial models and management reporting materials.
• Assist with strategic projects, process improvements, and ad hoc financial analysis.
• Partner with finance, accounting, HR, and business teams on key initiatives.

Qualifications:

• 3-7 years of experience in FP&A, corporate finance, accounting, consulting, transaction advisory, or a related field.
• Strong financial modeling, analytical, and Excel skills.
• Experience with budgeting, forecasting, and performance reporting.
• Excellent communication and presentation abilities.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.

This is a highly visible opportunity offering strong career growth, exposure to senior leadership, and involvement in strategic business initiatives.