Financial Planning & Analysis - Associate or VP

Position Overview

A highly regarded financial services firm is looking to add a FP&A Associate or VP to their team. The role is geared toward a highly analytical professional who can contribute to strategic planning, executive reporting, profitability analysis, forecasting, and broader corporate-finance initiatives. It is a visible position that partners with multiple Finance functions and provides exposure to senior leadership.

Key Responsibilities

• Develop and maintain long-term financial models and scenario analyses to support strategic planning, valuation, and capital-planning decisions.


• Analyze monthly financial results against budget and prior-year performance, identifying key variances and explaining the underlying business drivers.


• Evaluate profitability and performance across business lines, products, funds, and growth initiatives.


• Support the design, testing, implementation, and ongoing enhancement of a new financial reporting and forecasting platform leveraging Workday Finance and AI capabilities.


• Utilize financial and operational data to deliver timely insights and recommendations to senior management.


• Prepare and review financial reporting packages for lenders, credit facilities, and rating agencies.


• Conduct ad hoc analysis related to capital structure, financing, and other corporate-finance matters.


• Develop financial analyses and supporting materials for due diligence, strategic initiatives, and executive decision-making.


• Collaborate with Accounting and other Finance teams to understand financial results and ensure significant developments are appropriately reflected in FP&A reporting.


• Create executive-level presentations, financial decks, and supporting talking points.


• Identify opportunities to improve budgeting, forecasting, reporting, and financial-planning processes.


• Enhance FP&A workflows and financial models as business requirements and organizational priorities evolve.


• Maintain appropriate processes and controls to support the accuracy, consistency, and integrity of financial data.

Basic Qualifications

The ideal candidate will have:

• Bachelor’s degree in Finance, Accounting, or a related field.


• At least 5 years of experience in FP&A or a closely related discipline.


• Relevant experience may come from FP&A, management consulting, accounting, audit, investment management, or similar environments.


• Strong financial modeling, analytical, and problem-solving capabilities.


• Solid understanding of financial statements, accounting concepts, and financial analysis.


• Advanced Excel skills, including experience building dynamic models and working with large datasets.


• Experience managing or contributing to complex projects within a fast-paced environment.


• Strong attention to detail combined with the ability to understand the broader business context.


• Excellent communication skills, particularly the ability to present financial information and business issues to senior and executive-level audiences.


• Demonstrated ownership, resourcefulness, and the ability to work independently while producing high-quality deliverables.

Preferred Background

The following experience would be particularly valuable:

• Background in the asset-management or investment-management industry.


• Familiarity with investment fund structures and related financial considerations.


• Strong technical accounting and financial foundation.


• Experience preparing lender reporting or working directly with lenders and financing partners.


• Experience implementing, optimizing, or leveraging an ERP or financial-management system for forecasting and reporting, particularly Workday.


• Comfort operating in situations involving ambiguity, evolving priorities, and limited direction.