VP, FP&A and Strategy

Nextera Search Group; New York (NY); On-site; USD 180,000 - 250,000; Full time

Job summary

Nextera Search Group is seeking an experienced Vice President of FP&A and Strategy to lead budgeting, forecasting, and long-range planning for our investment management practice in New York. You will build fund-level models, analyze earnings, liquidity, and capital needs across multiple entities, and drive strategic initiatives with senior leaders.

The role focuses on optimizing financial performance, evaluating growth opportunities, and supporting fund structures, financing, and product

Qualifications

• MBA, CFA, or CPA preferred.
• 6+ years of FP&A, corporate finance, or strategy in private credit or alt asset management.
• Hands-on experience building fund-level forecasts and modeling earnings, leverage, liquidity, and capital needs across multiple entities.
• Strong understanding of private credit fund structures, fee economics, and investment performance metrics.
• Experience preparing materials for senior leadership or Boards and supporting strategic initiatives such as product launches, financing transactions, or acquisitions.
• Advanced Excel and PowerPoint skills.

Responsibilities

• Lead budgeting, forecasting, and long-range planning, including analysis of revenue, fees, expenses, and profitability.
• Build financial models to forecast earnings, cash flow, liquidity, and capital requirements across investment vehicles.
• Monitor assets under management, investment activity, and financial performance. Run scenario analyses to support financing and capital allocation decisions.
• Prepare management reports and Board materials that explain key financial trends and the expected impact of investment activity.
• Partner with investment and business leaders to evaluate growth opportunities, financing alternatives, and new investment products.
• Assess the financial implications of proposed fund structures and support product development through launch.
• Support investor reporting, due diligence requests, and fundraising materials.
• Coordinate business initiatives with investment, finance, product, legal, and compliance teams.
• Improve the accuracy and efficiency of financial reporting through automation and process improvements.

Skills

Financial modeling

Cross-functional collaboration

Strategic thinking

Attention to detail

Multitasking

Education

MBA, CFA, or CPA preferred

Tools

Excel

PowerPoint

Job description

An Investment Management Firm is seeking an experienced professional to join their team as Vice President of FP&A and Strategy.

Responsibilities

• Lead budgeting, forecasting, and long-range planning, including analysis of revenue, fees, expenses, and profitability.
• Build financial models to forecast earnings, cash flow, liquidity, and capital requirements across investment vehicles.
• Monitor assets under management, investment activity, and financial performance. Run scenario analyses to support financing and capital allocation decisions.
• Prepare management reports and Board materials that explain key financial trends and the expected impact of investment activity.
• Partner with investment and business leaders to evaluate growth opportunities, financing alternatives, and new investment products.
• Assess the financial implications of proposed fund structures and support product development through launch.
• Support investor reporting, due diligence requests, and fundraising materials.
• Coordinate business initiatives with investment, finance, product, legal, and compliance teams.
• Improve the accuracy and efficiency of financial reporting through automation and process improvements.

Qualifications

• MBA, CFA, or CPA preferred.
• 6+ years of experience in FP&A, corporate finance, or strategy within private credit or alternative asset management.
• Hands-on experience building fund-level forecasts and modeling earnings, leverage, liquidity, and capital needs across multiple entities.
• Strong understanding of private credit fund structures, fee economics, and investment performance metrics.
• Experience preparing materials for senior leadership or Boards and supporting strategic initiatives such as product launches, financing transactions, or acquisitions.
• Advanced Excel and PowerPoint skills.
• Strong attention to detail and the ability to manage multiple priorities, collaborate across teams, and translate complex analyses into clear recommendations.