Associate, FP&A

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Summary

Our client a global direct lender and asset manager is looking for an Associate to join their FP&A team!


Company Information:

Global direct lender and asset manager with over $35B AUM.


Job Description:
  • Assist with the preparation of forecast and budget along with reporting and tracking for the following key areas:
  • Management Companies
  • Lines of Business
  • Cash / Liquidity
  • Capital Under Management
  • Provide department heads with monthly spend vs. budget
  • Utilize Workday Adaptive Planning software to forecast expenses based on cost center and business line
  • Prepare management reports and deliverables

Requirements / Qualifications:
  • Bachelor’s degree in Accounting with 2-3 years of relevant experience in accounting required
  • Experience with Financial Planning, Budgeting and Analysis is a plus
  • Excellent computer skills required, especially with the Microsoft Office products, particularly with Excel and PowerPoint
  • Experience with Workday or Workday Adaptive Planning tools is a plus
  • Meticulous attention to detail and accuracy
  • Understanding of and sensitivity to confidential information

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