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
