Financial Planning and Analysis Manager (FP&A)

Top-Tier Investment Management Company in Midtown, Manhattan is seeking an FP&A Manager for a full-time position!

Responsibilities:

• Financial planning and analysis, ensuring alignment with the firm's strategic objectives and operational efficiency
• Develop and maintain rolling forecasts to provide accurate financial projections for both short-term and long-term planning.
• Co-lead the annual budgeting process, ensuring cross-functional alignment with key stakeholders.
• Play a key role in the selection, coordination and implementation of a new Enterprise Resource Planning (ERP) system.
• Support treasury operations, including cash flow forecasting, liquidity planning, and financial risk management.
• Collaborate with senior leadership to develop financial strategies, performance metrics, and reporting frameworks that drive firm-wide decision-making.
• Monitor department budgets, ensuring financial discipline and providing insights for cost management.
• Conduct comprehensive financial analysis, including but not limited to variance analysis, cost analysis, profitability analysis, and financial modeling.
• Partner with the HR team to analyze and evaluate compensation structures to ensure market competitiveness and internal equity.

Qualifications:

• Bachelor’s degree in Accounting or Finance
• MBA, CFA, or CPA a plus
• 10 years of relevant work experience.
• 5 years of progressive experience in FP&A, preferably in financial services.
• Strong GAAP knowledge and familiarity with major ERP systems
• Experience with ERP implementation is a plus
• Proficiency in financial modeling & forecasting (Excel, PowerBI, Adaptive Insights, or similar tools).
• Deep understanding of generally accepted accounting principles (GAAP).
• Ability to establish and maintain effective relationships across all levels of the firm.
• Strong organizational skills and attention to detail.