What are the responsibilities and job description for the Strategic Finance, FP&A – Associate / AVP position at Landing Point?
Company Overview:
A leading financial technology firm with over $200 billion in global client assets is seeking a Strategic Finance professional to join their Corporate Finance team. This role involves significant responsibilities in financial and managerial reporting, budgeting, forecasting, and analysis of key financial and performance indicators.
Job Responsibilities:
Job can sit in either NYC or CT
The post Strategic Finance, FP&A – Associate / AVP appeared first on Landing Point.
A leading financial technology firm with over $200 billion in global client assets is seeking a Strategic Finance professional to join their Corporate Finance team. This role involves significant responsibilities in financial and managerial reporting, budgeting, forecasting, and analysis of key financial and performance indicators.
Job Responsibilities:
- Support the budgeting and forecasting of key financial performance indicators, focusing on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics.
- Assist in the preparation of the company’s annual budget process across key financial performance indicators.
- Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
- Liaise with FP&A team members to develop business-specific key performance metrics, client analytics, budgets, and forecasts.
- Identify and assess opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
- Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
- Perform sales analytics to support business development and growth of the company’s department.
- Support the preparation of monthly management and quarterly board reporting packages.
- Identify and remediate process gaps and implement effective internal controls.
- Assist in completing ad hoc projects such as implementation of new software and financial planning tools.
- 3-6 years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry.
- Familiarity with private market investments such as private equity, hedge funds, and/or structured investments preferred.
- Experience in planning and ERP tools (e.g., WorkDay Adaptive, Tableau, Essbase) and familiarity with Oracle NetSuite and/or General Ledger systems preferred.
- Advanced degree and/or credentials desired, such as MBA, CPA, CFA.
- Advanced skills in Excel and PowerPoint.
- Strong organizational planning, quantitative modeling, and problem-solving skills.
Job can sit in either NYC or CT
The post Strategic Finance, FP&A – Associate / AVP appeared first on Landing Point.
