Strategic FP&A & Expense Planning Manager

Atlas Search; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Child care support

Job summary

A global investment firm in Boston is seeking an experienced Expense Planning & Analytics Manager. In this role, you will oversee expense planning processes and partner with senior stakeholders for accurate financial reporting and budget management. Ideal candidates will have 5–7 years of experience in asset management, advanced Excel skills, and strong communication abilities. This full-time position promises a dynamic work environment with opportunities for professional growth.

Qualifications

• 5–7 years of experience in management reporting, budgeting, planning, and forecasting.
• Ability to thrive in a fast-paced environment with multiple deadlines.
• Strong problem-solving and decision-making capabilities.

Responsibilities

• Build relationships with senior stakeholders to define reporting and analytics needs.
• Prepare and interpret expense trends across business operations.
• Manage components of the budget cycle, including annual planning and long-term projections.

Skills

Management reporting

Budgeting

Forecasting

Advanced Excel

Communication skills

Job description

A global investment firm in Boston is seeking an experienced Expense Planning & Analytics Manager. In this role, you will oversee expense planning processes and partner with senior stakeholders for accurate financial reporting and budget management. Ideal candidates will have 5–7 years of experience in asset management, advanced Excel skills, and strong communication abilities. This full-time position promises a dynamic work environment with opportunities for professional growth.