Job Description

Job Description

A highly regarded financial services firm is looking to add an FP&A Associate to a lean, high-performing team due to growth.

This is an excellent opportunity for a top-tier Big 4 auditor with 2-3 years of experience looking to make the move into FP&A and gain direct exposure to senior finance leadership. The role offers significant visibility, hands-on financial modeling, forecasting, budgeting, and strategic analysis responsibilities that are typically reserved for more senior professionals.

They're seeking someone who stands out among their peer group academically, technically, and professionally. Strong compensation, mentorship, and long-term career growth make this an attractive opportunity for someone looking to accelerate their finance career.

Responsibilities

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• Build and maintain long-range financial models and scenario analyses used for strategic planning, valuation and capital requirements.
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• Perform monthly actual vs. budget and prior-year analysis , including identifying and explaining major financial drivers.
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• Analyze business-, product- and fund-level profitability , growth initiatives and other key financial metrics.
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• Help design, build, test and implement a new reporting and forecasting platform utilizing Workday Finance and AI .
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• Use Workday data to provide timely financial insights to senior management.
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• Prepare and review reporting packages for credit-facility lenders and rating agencies .
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• Perform ad hoc analysis related to the firm's capital structure .
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• Produce financial analysis and information supporting due diligence and executive decision-making .
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• Partner with Accounting and other Finance groups to understand results and identify important developments that should be reflected in FP&A reporting.
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• Prepare executive presentations, decks and talking points .
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• Continually improve budgeting, forecasting and reporting processes.
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• Streamline FP&A workflows and upgrade financial models as business needs evolve.
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• Maintain appropriate processes and controls to ensure data integrity and consistency .
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