Strategic FP&A Associate - Financial Modeling & Dashboards

Northbound Executive Search; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

Northbound Executive Search is assisting an investment firm in New York to recruit an FP&A Associate responsible for financial planning, forecasting, and management reporting. The role emphasizes building models and dashboards and translating data into actionable insights for executives.

The ideal candidate has a strong Excel background, 3–7 years of FP&A or related analytics experience, and the ability to communicate findings to senior stakeholders in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3–7 years of FP&A or related analytical experience.
• Advanced Excel skills with ability to build models and dashboards.
• Strong analytical and problem-solving capabilities with high attention to detail.
• Ability to translate large datasets into clear insights for senior stakeholders.
• Excellent communication skills and ability to manage multiple priorities.

Responsibilities

• Build and maintain detailed financial models for budgeting, forecasting, and long-range plans.
• Develop automated dashboards and Excel reporting for KPIs and performance.
• Analyze variances vs forecasts and explain findings to senior leadership.
• Support annual budget process and recurring forecast cycles.
• Consolidate results and prepare board-ready reporting materials.
• Partner with leaders to evaluate trends, expenses, and investments.
• Identify opportunities to streamline reporting via modeling and automation.
• Assist with ad hoc analysis, scenario planning, and exec requests.

Skills

Advanced Excel

Financial modeling

Dashboarding

Data analysis

Stakeholder comms

Multitasking

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Tableau

Adaptive

Anaplan

Hyperion

Job description

Northbound Executive Search is assisting an investment firm in New York to recruit an FP&A Associate responsible for financial planning, forecasting, and management reporting. The role emphasizes building models and dashboards and translating data into actionable insights for executives.

The ideal candidate has a strong Excel background, 3–7 years of FP&A or related analytics experience, and the ability to communicate findings to senior stakeholders in a fast-paced environment.