Summary
Leading FinTech Firm in NYC seeking Sr Level FP&A Professional!
Company Information:
• Brand Name FinTech Firm
• Leader in the industry
• Lots of opportunity for internal growth and development
• Ongoing learning opportunities and sponsored training
• Fully covered benefits
• Great work life balance
Job Description:
• Own and deliver financial and operational dashboards and manage reporting packages for Executive Management
• Analyze business performance / results and expense variance analysis
• Lead Budget/Forecast processes and streamline workflows to create efficiencies and enhance financial reporting and analysis
• Handle the investment portfolio: implement capital calls, interpret company documents to accurately supervise realized/unrealized investment activity
• Identify, analyze, and interpret trends and patterns across the investment portfolio
• Provide new insights that can positively impact team behaviors/biases and drive overall fund performance
• Proactively work to identify gaps and inefficiencies, automate processes, and mature existing automation methods
• Build and develop business relationships with clients, CFOs and senior management
• Improve operations and further business goals by providing insightful reporting/analysis and thoughtful observations
Requirements / Qualifications:
• Bachelor’s Degree in Finance/Accounting
• 3-8 years of relevant work experience
• Strong Excel/Data Analytics skills
• Comfortable interacting with senior management