Strategic FP&A Senior Associate — Global Asset Manager

Coda Search│Staffing; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Our client, a leading asset manager in New York, seeks a Senior FP&A Associate to join the growing finance team. You will analyze KPIs, develop budgeting and forecasting, build financial models, implement BI dashboards, and provide data-driven insights to management.

The role focuses on delivering accurate forecasts and strategic financial support. The ideal candidate brings 4-8 years in Financial Services and a proven ability to translate data into actionable business decisions.

Qualifications

• 4-8 years of relevant recruiting experience within Financial Services.

Responsibilities

• Analyze the trends of KPIs, especially financial metrics such as sales, expenditures and profit margin.
• Monitor KPIs and identify the cause of any unexpected variances.
• Develop and continually improve budgeting, financial projections and operating forecast.
• Ad-hoc business performance reporting.
• Present the monthly and quarterly financial reports of various units and departments.
• Implement a business intelligence tool and dashboard reports.
• Develop financial models and analyze them to support strategic initiatives.
• Support management with data-driven analysis.

Skills

KPI analysis

Financial modeling

Budgeting & forecasting

Data visualization

SQL / BI tools

Tools

BI tools

Job description

Our client, a leading asset manager in New York, seeks a Senior FP&A Associate to join the growing finance team. You will analyze KPIs, develop budgeting and forecasting, build financial models, implement BI dashboards, and provide data-driven insights to management.

The role focuses on delivering accurate forecasts and strategic financial support. The ideal candidate brings 4-8 years in Financial Services and a proven ability to translate data into actionable business decisions.