What are the responsibilities and job description for the Senior Associate, Financial Planning & Analysis position at Neuberger Berman?
Financial Planning & Analysis (FP&A) at Neuberger Berman plays a critical role in providing strategic financial partnership and decision support to key stakeholders, including the firm’s senior leadership, Operating Committee members, investment team leadership and client coverage leadership. The team also supports the employee equity owners and external stakeholders, such as ratings agencies and senior note investors.
We are seeking an experienced professional to join our Corporate (Management Company) FP&A team, focusing on budgeting, forecasting, management reporting, financial analysis, capital planning, and ad-hoc modeling to support key strategic decisions. In addition, the role will also involve enhancing tools for analytics, reporting, and automation through process enhancements and new technology adoption.
Key Responsibilities
The salary range for this role is $95,000-$130,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
We are seeking an experienced professional to join our Corporate (Management Company) FP&A team, focusing on budgeting, forecasting, management reporting, financial analysis, capital planning, and ad-hoc modeling to support key strategic decisions. In addition, the role will also involve enhancing tools for analytics, reporting, and automation through process enhancements and new technology adoption.
Key Responsibilities
- Lead capital planning modeling to support CFO and senior leader decision making on capital deployment, excess cash flow forecasting, and capital structure considerations
- Model firmwide lifetime carried interest projections and participate in regular reviews with senior investments professionals in the alternatives business
- Prepare and own presentations to various key stakeholders, including the Board of Directors, Audit Committee, employee equity owners, Partnership and Operating Committees and rating agencies
- Contribute to firm-wide budgeting, forecasting, reporting and analytics processes
- Develop financial models to support ad-hoc strategic finance initiatives (e.g. new product launches, new strategic partnerships, and other corporate development adjacent activities)
- Provide ad hoc support for FP&A projects
- Bachelor's degree in Finance, Economics, or a related business field
- 4-6 years of planning/financial modeling experience
- Advanced proficiency in Microsoft Excel (including building dynamic financial models) and PowerPoint (including building Board-ready presentation books) required
- Strong communication skills (both written and verbal); ability to communicate clearly to senior management and other key stakeholders
- Ability to work independently and as part of a team; a highly motivated self-starter
- Excellent planning, organizational, and time management skills
- Strong ability to perform effectively under pressure and meet tight deadlines
- Knowledge of general ledger and management reporting systems such as SAP or OneStream a plus
The salary range for this role is $95,000-$130,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
Salary : $95,000 - $130,000
