VP Strategic Finance (Credit Plaform)

Coda Search│Staffing; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Our client, a leading alternative asset management firm, seeks a VP of FP&A to join its growing finance team in New York. This senior role drives financial planning, forecasting, fund modeling, and business analytics, partnering closely with senior leadership to support strategic decision-making and business growth.

You will oversee a small FP&A team and lead reporting enhancements, processes, and financial infrastructure, enabling scalable, data-driven insights across funds and operations.

Qualifications

• 8+ years of progressive FP&A, corporate finance, or strategic finance experience.
• Experience within an alternative asset management firm is required, with a preference for private credit.
• MBA and/or CFA is a plus.
• Strong financial modeling and forecasting capabilities with the ability to analyze complex investment and operating data.
• Experience building budgets, forecasts, and executive reporting for senior leadership.

Responsibilities

• Develop and maintain sophisticated financial models for funds, products, and strategic initiatives.
• Partner with executive leadership to provide financial insights, scenario analysis, and recommendations that support business decisions.
• Analyze fund performance, profitability, expenses, management fees, incentive income, and key operating metrics.
• Produce executive-level reporting packages, dashboards, and presentations for senior management.
• Drive business analytics initiatives by identifying trends, risks, and opportunities across the organization.
• Support strategic projects including new fund launches, capital planning, acquisitions, and operational initiatives.
• Evaluate and improve financial reporting processes, controls, and planning systems to increase efficiency and scalability.
• Collaborate with Accounting, Investor Relations, Operations, Treasury, and Investment teams on firmwide initiatives.

Skills

FP&A experience

Financial modeling

Forecasting

Leadership

Mentoring

Education

Bachelor's degree in Finance/Accounting/Economics

MBA

CFA

Job description

Coda Search is partnering with a leading alternative asset management firm who is seeking to hire a VP of FP&A to join its growing finance team. This individual will play a key role in driving financial planning, forecasting, fund modeling, and business analytics across the organization while partnering closely with senior leadership to support strategic decision-making. The position will also oversee a small team and help enhance reporting, processes, and financial infrastructure as the firm continues to grow.

This opportunity is ideal for a finance professional with 8+ years of experience within alternative investments, preferably credit, though candidates from private equity, private markets, hedge funds, or other alternative asset classes will also be considered.

Key Responsibilities

• Develop and maintain sophisticated financial models for funds, products, and strategic initiatives.
• Partner with executive leadership to provide financial insights, scenario analysis, and recommendations that support business decisions.
• Analyze fund performance, profitability, expenses, management fees, incentive income, and key operating metrics.
• Produce executive-level reporting packages, dashboards, and presentations for senior management.
• Drive business analytics initiatives by identifying trends, risks, and opportunities across the organization.
• Support strategic projects including new fund launches, capital planning, acquisitions, and operational initiatives.
• Evaluate and improve financial reporting processes, controls, and planning systems to increase efficiency and scalability.
• Collaborate with Accounting, Investor Relations, Operations, Treasury, and Investment teams on firmwide initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA and/or CFA is a plus.
• 8+ years of progressive FP&A, corporate finance, or strategic finance experience.
• Experience within an alternative asset management firm is required, with a preference for private credit; candidates from private equity, real estate, infrastructure, hedge funds, or other alternative investment strategies will also be considered.
• Strong financial modeling and forecasting capabilities with the ability to analyze complex investment and operating data.
• Experience building budgets, forecasts, and executive reporting for senior leadership.
• Previous experience managing or mentoring junior finance professionals.