FP&A Associate  

New York, NY

Job Description

  • Financial and cash projections/modeling  
  • Maintain the firm’s detailed financial projection model with the ultimate goal of providing a real time, user friendly financial dashboard  
  • Maintain financial model that allows for in depth scenario analysis including impact of fund returns, expenses, projected management and performance fees  
  • Utilize and advance technology to streamline the financial model to reduce the time required to update, ideally by connecting to the firm’s existing reporting infrastructure to pull key drivers of fund performance  
  • Assist in developing longer term planning models (3–5-year projections)  
  • Financial statement analysis  
  • Monthly/quarterly analysis of key metrics (revenue, expense, margin, hiring, etc.)  
  • Develop new predictive metrics and key performance indicators  
  • Institutionalize best practices across the industry within relatively new function  
  • Work with Management Company to seamlessly update budget from beginning to end  
  • Streamline and automate budget creation and reporting processes  
  • Build a cash projection model that can connect to the financial model to allow for more seamless updates  
  • Work with HR to stay on top of hiring initiatives and update projections as plans change throughout the year  
  • Ad-Hoc analyses related to the firm’s strategic initiatives as needed  



  • Looking for someone with roughly 3-4 years’ experience  
  • Bachelor’s degree in Finance or Accounting preferred  
  • Prior financial modeling experience is a must, ideally in investment banking or another FP&A role  
  • Advanced technical modeling skills required (Excel, VBA, Anaplan, etc.)  
  • Strong financial presentation skills (e.g., ability to design reports to be understandable and insightful)  
  • Ability to work in a dynamic environment and handle multiple projects  
  • Self-starter with a positive attitude and strong desire to work in an entrepreneurial environment  
  • Adaptable, open to feedback and focused on achieving excellence  
  • Commercial mindset towards financial projections, etc.  


Private Equity


$100,000 - $125,000

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