Financial Planning and Analysis Manager

Our client is a highly regarded private equity firm is looking to hire a FP&A Manager. Their next hire will be responsible for:

Position Summary:

• Build and maintain the company models and update models reflect new projections from equity research reports, press releases or other filings relating to fund performance
• Perform quarterly flash and snapshot results with detailed commentary and analysis
• Prepare monthly and quarterly financial results packages, including income statement analysis (budget to actuals, KPIs)
• Analyze current and past trends in KPIs including all areas of revenue, costs, expenses and capex
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Collaborate with IR team to help prepare materials for shareholder updates or other marketing materials, including financial updates and analyses of products’ performance, product guidance, etc.
• Coordinate with bankers for any deal-specific advisory or financings, as well as quarterly communications and filings to remain in compliance with our debt covenants
• Assist in preparing quarterly internal reporting deliverables to senior management, including Management Committee, Audit Committee, and CFO Earnings Packages
• Assist in quarterly internal and external AUM reporting, earnings release, financial statements and related disclosures, as well as internal management decks and Investor Relations materials
• Assist as needed with the monthly & quarterly AUM review and reporting process for all funds in accordance with the established AUM policy
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

Qualifications & Experience:

• Proficiency in Microsoft Excel is required
• Bachelor’s or Master’s degree in Finance, Accounting, Economics
• 5-7 years of experience – Private Financial Modeling experience within Asset Management or Advisory or combination of the two aforementioned (Experience with OneStream and/or any prior analytical experience in forecasting, modeling, or financial analysis a plus)
• Individual must have strong drive and initiative, ability to connect, collaborate and communicate effectively with all levels and the ability to take ownership of tasks and “run with it” to conclusion
• Ability to work under pressure and adhere to deadlines while maintaining excellent attention to detail

About the Firm:

Compensation is very generous. The firm offers excellent benefits including fully paid medical, dental and vision benefits, excellent vacation policy and more.