Strategic FP&A Associate

Atlantic Group; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Atlantic Group, a leading asset manager, is seeking an FP&A professional to partner with investment and operating teams to assess portfolio performance and identify drivers. You will own budgeting, forecasting, and long-range planning, build models for revenue, margins, cash flow, and run scenario analyses to support acquisitions and strategic initiatives.

Monthly and quarterly results will be reported to senior leadership, with focus on variances, trends, and actionable recommendations to

Qualifications

• 3-6 years FP&A experience at an asset manager or financial services firm.
• Excellent financial modeling, Excel, presentation skills

Responsibilities

• Partner with investment and operating teams to evaluate portfolio company performance, identify key business drivers, and translate financial results into actionable insights
• Own budgeting, forecasting, and long-range planning across the firm and portfolio, developing models to assess revenue growth, margins, cash flow, and key operating metrics
• Build financial models and investment analyses supporting acquisitions, add-ons, refinancing, and strategic initiatives, including scenario analysis and returns sensitivity
• Prepare monthly and quarterly performance reporting for senior leadership, highlighting variances, trends, and areas requiring attention across the portfolio
• Support portfolio value creation initiatives by analyzing cost structures, pricing, working capital, and operational opportunities to improve EBITDA and cash generation
• Conduct market, competitive, and company-level research to support investment theses, strategic planning, and ad hoc projects for the investment team

Skills

Financial modeling

Excel

Presentation skills

Budgeting

Forecasting

Long-range planning

Job description

• Partner with investment and operating teams to evaluate portfolio company performance, identify key business drivers, and translate financial results into actionable insights
• Own budgeting, forecasting, and long-range planning across the firm and portfolio, developing models to assess revenue growth, margins, cash flow, and key operating metrics
• Build financial models and investment analyses supporting acquisitions, add-ons, refinancing, and strategic initiatives, including scenario analysis and returns sensitivity
• Prepare monthly and quarterly performance reporting for senior leadership, highlighting variances, trends, and areas requiring attention across the portfolio
• Support portfolio value creation initiatives by analyzing cost structures, pricing, working capital, and operational opportunities to improve EBITDA and cash generation
• Conduct market, competitive, and company-level research to support investment theses, strategic planning, and ad hoc projects for the investment team

Requirements:

• 3-6 years FP&A experience at an asset manager or financial services firm
• Excellent financial modeling, Excel, presentation skills