Strategic FP&A Lead: M&A, Budgeting & Forecasting

Coda Search│Staffing; Greenwich (CT); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A pioneering asset management group in Greenwich, CT, is seeking a detail-oriented Associate to lead performance reporting, create financial models, and assist with corporate development and M&A activities. Ideal candidates should have at least 4 years of FP&A experience and a Bachelor's degree, preferably an MBA. This full-time role offers excellent benefits and the opportunity to work alongside a dynamic leadership team.

Qualifications

• 4+ years of FP&A experience.
• Prior experience in investment banking would be a plus.
• Extensive experience preparing budgets, forecasts, and financial models.

Responsibilities

• Lead all performance reporting across several entities.
• Create financial models analyzing key performance metrics.
• Assist with corporate development and strategic analysis.
• Support M&A and fundraising activities working closely with the leadership team.
• Lead the annual budgeting process.

Skills

Financial modeling

Performance reporting

Budgeting

Strategic analysis

Excel skills

Education

Bachelor's degree

MBA

Job description

A pioneering asset management group in Greenwich, CT, is seeking a detail-oriented Associate to lead performance reporting, create financial models, and assist with corporate development and M&A activities. Ideal candidates should have at least 4 years of FP&A experience and a Bachelor's degree, preferably an MBA. This full-time role offers excellent benefits and the opportunity to work alongside a dynamic leadership team.