Summary
A leading multi-billion dollar global investment management firm has two immediate openings for Associate Directors within its FP&A team. These high-impact roles offer direct exposure to investment teams and senior leadership, providing an opportunity to influence firmwide financial strategy, budgeting, forecasting, and business decisions.
Company Information:
A leading global, multi-strategy investment management firm with billions of dollars in assets under management and a presence across major financial markets worldwide.
Job Description:
- Develop, standardize, and continuously improve financial planning, analysis, and reporting tools and processes
- Develop a thorough understanding of firmwide expenses, operational drivers, and financial performance.
- Provide financial insights and recommendations to senior leadership to support strategic and operational decision-making.
- Play a key role in leading the annual firmwide budgeting process in partnership with senior management and business leaders.
- Collaborate on system enhancements and maintenance of financial planning and forecasting platforms.
- Partner with the Management Accounting team to enhance and improve month-end processes.
- Consolidate and analyze management reporting results, monthly forecasts, and quarterly financial updates for senior leadership.
- Work cross-functionally with investment teams and business leaders to identify opportunities, troubleshoot issues, and support financial planning needs.
- Translate complex financial and operational data into actionable insights and recommendations.
Requirements / Qualifications:
- 7–12 years of Financial Planning & Analysis (FP&A) experience.
- Financial services industry experience required; backgrounds in fintech or banking will also be considered.
- Strong experience with budgeting, forecasting, financial reporting, and variance analysis.
- Demonstrated ability to partner with senior leadership and cross-functional business teams.
- Excellent communication and presentation skills, with the ability to translate financial data into actionable business insights.
- Strong analytical, problem-solving, and organizational skills.
- Experience with financial planning and forecasting systems preferred.
- CFA or CPA designation is a plus.
