13 FP&A Analyst (Asset Management) - 24723 Jobs in Boston, MA
Daley and Associates is Hiring a FP&A Analyst (Asset Management) - 24723 Near Boston, MA
Responsibilities:
- Implementation and maintenance of Workday Adaptive Planning software
- Identify automation opportunities in financial reporting
- Perform operational analysis, build/maintain operational models to analyze current and past trends in key performance indicators
- Provide monthly financial forecasts and financial reporting with accurate and timely information
- Track and forecast assets under management for multiple product lines and the associated revenue
- Analyze expense trends and update forecasts accordingly
- Assist in preparing and executing annual budget
- Refine and continually improve budgeting, and financial projections
- Analyze balance sheet investments and the impact on the financial results
- Prepare financial variance reports and research underlying drivers
- Prepare information needed for month-end accounting book close
- Prepare materials for senior management team and others
- Support day-to-day ad hoc reporting and analytic requests
- Proactively troubleshoot and resolve issues
- Coordinate with accounting and portfolio operations teams on reporting actual financial results
- Undergraduate degree in finance, accounting, economics or related field
- 2-4 years of relevant FP&A experience working with multiple business lines
- Strong analytical skills, both quantitative and qualitative is a MUST
- Mastery of Microsoft Excel, experience with Microsoft PowerPoint
- Experience with Workday Adaptive Planning, Oracle Hyperion Planning, NetSuite Planning and Budgeting, and/or other similar planning software a plus
- Familiarity with general ledger systems and business intelligence tools
Job Summary
Full Time
Business Services
$82k-102k (estimate)
06/22/2024
09/15/2024
daleyaa.com
BOSTON, MA
25 - 50
2005
MIKE DALEY
$5M - $10M
Business Services
Related Companies
About Daley and Associates
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals. We are a customer driven company and tailor every search and placement to the unique needs of every client. Daley and Associates works with some of the most prominent businesses in the greater Boston area ranging from promising start-ups to Fortune 100 companies.
The job skills required for FP&A Analyst (Asset Management) - 24723 include Analysis, Accounting, Planning, Financial Reporting, Economics, Microsoft Excel, etc. Having related job skills and expertise will give you an advantage when applying to be a FP&A Analyst (Asset Management) - 24723. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by FP&A Analyst (Asset Management) - 24723. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for FP&A Analyst (Asset Management) - 24723 positions, which can be used as a reference in future career path planning. As a FP&A Analyst (Asset Management) - 24723, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary FP&A Analyst (Asset Management) - 24723. You can explore the career advancement for a FP&A Analyst (Asset Management) - 24723 below and select your interested title to get hiring information.
If you are interested in becoming a FP&A Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a FP&A Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on FP&A Analyst job description and responsibilities
Responsible for the financial planning of a single business unit or product.
03/16/2022: Springfield, OH
Prepare financial budgets and operating plans for monthly, quarterly and annual periods.
02/20/2022: Colorado Springs, CO
Review the variance analysis for the business and present the final report to business executives concisely and clearly.
03/11/2022: Juneau, AK
Perform the tasks of budgeting, forecasting and analytical work to support the business strategy and to monitor the financial health of the organization.
02/26/2022: Pocatello, ID
Perform due diligence for business partnering by way of examining their financial performance and position.
03/08/2022: Rock Hill, SC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on FP&A Analyst jobs
1-3 years of experience or a rare graduate role.
02/25/2022: Kingsport, TN
Have over 1 year of experience building financial models, analyzing financial results, creating financial reports and working as business partners to proffer financial planning recommendations.
02/18/2022: Florence, AL
Attain Licensing and Certifications.
03/07/2022: Davenport, IA
Require that aspiring analysts with their eye on an associate role complete an MBA first.
02/11/2022: Gulfport, MS
Require work experience and pass specific exams.
03/12/2022: Johnstown, PA
Step 3: View the best colleges and universities for FP&A Analyst.
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