Demo

Financial Planning and Analysis Manager

Riva Recruiting
Philadelphia, PA Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 2/26/2025

Partnering with an Asset Management firm on a business manager/ COO/ FP&A role.


Transaction Management:

  • Oversee and efficiently manage sophisticated transactions for the business.
  • Identify all key components of a transaction and the responsible parties across cross-functional teams, including legal, compliance, accounting, and portfolio management.
  • Develop and execute a detailed transaction plan while ensuring clear communication among all stakeholders.

Cross-Functional Coordination:

  • Collaborate effectively with internal and external stakeholders, ensuring alignment and seamless execution of complex projects.

Financial and Accounting Expertise:

  • Demonstrate a strong understanding of financial and accounting principles.
  • Previous fund experience is preferred

Presentation Development:

  • Craft polished, high-quality presentations for senior management.
  • Provide guidance and direction to junior team members to ensure the preparation of impactful presentation materials.

Analytical and Modelling Skills:

  • Leverage modelling skills to conduct quick and efficient analyses for decision-making.
  • Create analyses for gut-check evaluations or early-stage project viability assessments.

Fund Knowledge and Industry Insight:

  • Develop a deep understanding of 1940 Act and private credit funds, including key rules, compliance conditions, and competitive landscape.
  • Stay informed about industry regulations and trends to provide valuable insights.

Salary : $115,000 - $160,000

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