Senior Associate, FP&A
Core
Drive budgeting, forecasting, variance analysis, and financial modeling for internal entities within an investment firm, translating data into decision-ready narratives for senior leadership.
Role type
Senior Associate, FP&A (hands-on IC)
Builds
Monthly/quarterly/annual budgets, forecasts, 3-statement financial models, executive reporting packages, and management dashboards.
Domain
Financial services / Private Equity-backed / Corporate Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling (3-statement), budgeting & forecasting, variance analysis, GAAP compliance, data consolidation, financial reporting, stakeholder partnership, process improvement, AI/automation adoption, data visualization
Preferred skills
OneStream, Workday Adaptive, Microsoft Dynamics 365, Power BI, Tableau, Big 4 experience, financial services background
Technologies
OneStream, Workday Adaptive, Microsoft Dynamics 365, Power BI, Tableau, Excel
Responsibilities
Own preparation and delivery of budgets, forecasts, and variance analyses; build and maintain 3-statement financial models; prepare executive reporting packages and dashboards; support annual operating plan (AOP) process; partner with department heads on strategic planning and financial projections; apply AI tools to automate workflows and improve analytical processes; collaborate with Accounting on month-end close and GL integrity.
Seniority
Senior, hands-on IC