Corporate Finance, FP&A - Associate

New York, NY +1

Job Description

  • Support the budgeting and forecasting of the company’s consolidated key financial performance indicators, with emphasis on revenue, volume activity, and select GAAP and Non-GAAP metrics, liaising with line of business FP&A teams, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue. 
  • Assist in preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, volume-based inputs and activity, and client level detail, while evaluating overall firmwide performance targets. 
  • Develop key financial and performance metrics with detailed analytics for the Management Committee, Board of Directors, and Business Leads. 
  • Develop business specific key performance metrics, client analytics, budgets, and forecasts for lines of business 
  • Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance. 
  • Partner with line of business FP&A teams and sales to develop monthly analyses and insights into variances between budget vs. actual results. 
  • Perform sales analytics to support the business development and growth of the company globally. 
  • Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports. 
  • Identify and remediate process gaps and implement effective internal controls; Improve documentation of internal control processes. 
  • Assist in completing special projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools. 



  • 3-6 years of FP&A, corporate finance, or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm with specialization in revenue reporting and analytics. 
  • Familiar with Private Market Investments (Private Equity, Hedge Funds, Structured Investments) is preferred, but not required 
  • Preference for candidates with experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.). Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) preferred but not required. 
  • Able to work with business, sales, and department leads on business performance including budgeting, forecasting and advanced analysis 
  • Advanced degree and/or credentials desired, such as MBA, CPA, CFA 
  • Advanced skills in Excel and PowerPoint 
  • Strong organizational, planning, quantitative modeling, and problem-solving skills; Strategic and creative thinking 
  • Able to manage large sets of data and be able to implement checks and balances 
  • Excellent verbal and written communication skills 
  • Detailed-oriented with big picture capability 

Hedge Fund


$100,000 - $125,000

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