Senior FP&A - Private Markets: Strategic Budgeting & Insights

Daley And Associates, LLC; Boston (MA); On-site; USD 95,000 - 115,000; Full time

Job summary

Daley And Associates, LLC in Boston, MA seeks a Senior Finance Associate - FP&A to support private markets budgeting and forecasting. You’ll partner with leaders across finance to deliver accurate, timely insights and strategic planning.

The role focuses on annual budgeting, management reporting, and ad hoc projects with exposure to senior leadership. Base salary ranges from $95K–$115K plus bonus in a fast-paced environment.

Qualifications

• 3-6 years of FP&A, accounting, public accounting, or private industry experience.
• Bachelor’s degree in Accounting, Finance, Business, or related field
• Strong Excel skills and financial systems experience
• Anaplan experience is a plus
• Strong attention to detail and ability to manage multiple projects at once
• Clear communicator who can build relationships with stakeholders at all levels
• Self-starter with strong ownership, sound judgment, and ability to operate independently in a fast-paced environment
• Team-oriented mindset with willingness to support colleagues during peak budget, forecast, and planning cycles

Responsibilities

• Own analysis supporting the annual budget process, ongoing monitoring, and reforecasting for assigned business units
• Contribute to long-term strategic planning by translating business changes into clear financial projections
• Prepare recurring reporting for business unit COOs and CFOs, including trend analysis and key business insights
• Partner with compensation, corporate finance/accounting, and department leaders to align plans and actuals
• Prepare journal entries to bridge tax basis P&L to management basis reporting
• Support ad hoc projects from business unit and senior leadership under tight timelines
• Review work carefully, flag issues proactively, and identify risks, opportunities, and key takeaways

Skills

FP&A experience

Budgeting

Forecasting

Stakeholder communication

Excel skills

Multitasking

Attention to detail

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

Anaplan

Job description

Daley And Associates, LLC in Boston, MA seeks a Senior Finance Associate - FP&A to support private markets budgeting and forecasting. You’ll partner with leaders across finance to deliver accurate, timely insights and strategic planning.

The role focuses on annual budgeting, management reporting, and ad hoc projects with exposure to senior leadership. Base salary ranges from $95K–$115K plus bonus in a fast-paced environment.