FP&A Associate
Our client, a global Private Equity fund, is seeking an Associate in Financial Planning and Analysis (FP&A) to provide key financial and data analytics across multiple business units (BUs), functions, and corporate activities. The role involves reporting on projected financial and operational results, managing against key performance indicators (KPIs), and supporting the continuous improvement of budgeting, forecasting, and planning processes.
Key Responsibilities:
- Support and enhance budgeting, forecasting, and planning processes.
- Develop and maintain financial models to forecast performance across various firm strategies.
- Model ad-hoc business scenarios to drive informed decision-making.
- Prepare reports, graphs, and charts for presentations to senior management.
- Monitor operating performance, identify key drivers and variances, and highlight trends.
- Compile data to develop reports and dashboards evaluating financial results.
- Analyze revenue and expenses to identify efficiency and cost reduction strategies.
- Assist with strategic projects and other senior management requests.
Qualifications:
- Bachelor’s degree in accounting, finance, or business.
- 4-6 years of finance experience, with proven FP&A skills.
- Strong financial modeling, analytics, and data analysis skills.
- Strong organizational, time management, and multitasking abilities.
- Proficiency in Excel (expert level)
