Senior FP&A Associate - Private Equity & Strategic Planning

Northbound Executive Search; New York (NY); Presencial; USD 96.000 - 110.000; Jornada completa

Descripción de la vacante

Northbound Executive Search is recruiting for a long-term temporary Financial Planning & Analysis role in New York. We seek candidates with 5–8+ years of FP&A experience from private equity funds or investment banks, paying $70-$80/hr.

The role directs budgeting, forecasting, and long-term planning while leading financial reporting and senior leadership insights. The position requires strong modeling skills, collaboration with the CFO, and mentoring a team to uphold accuracy and strategic value.

Formación

• 5–8+ years of FP&A, corporate finance, or financial reporting experience.
• Experience in alternative asset management is a plus but not required.
• Proven ability to own and execute budgeting, forecasting, and reporting initiatives.
• Strong supervision and mentorship skills with a focus on quality control.

Responsabilidades

• Direct budgeting, forecasting, and long-term financial planning activities.
• Oversee financial reporting for senior leadership with insights on drivers and risks.
• Manage quarterly earnings cycle including segment assessments and forecast revisions.
• Create and maintain financial models linking performance, AUM, revenue, and expenses.
• Oversee gathering, validation, and interpretation of key business metrics (fundraising, AUM, etc.).
• Partner with CFO and executives to evaluate results and strategic opportunities.
• Collaborate across Finance to strengthen reporting transparency and accountability.
• Enhance FP&A capabilities through streamlined workflows and automation.
• Lead and mentor team members ensuring analytical accuracy and high-quality deliverables.

Conocimientos

FP&A

Budgeting

Forecasting

Financial analysis

Leadership

Communication

Educación

Bachelor's in Finance/Accounting/Economics

CPA / CFA or advanced degree preferred

Herramientas

Excel

PowerPoint

Anaplan

Essbase

Descripción del empleo

Northbound Executive Search is recruiting for a long-term temporary Financial Planning & Analysis role in New York. We seek candidates with 5–8+ years of FP&A experience from private equity funds or investment banks, paying $70-$80/hr.

The role directs budgeting, forecasting, and long-term planning while leading financial reporting and senior leadership insights. The position requires strong modeling skills, collaboration with the CFO, and mentoring a team to uphold accuracy and strategic value.