Associate SF
Core
Strategic finance professional supporting financial modeling, budgeting, forecasting, and senior management reporting for an alternative asset manager.
Role type
Associate Strategic Finance Analyst
Builds
Financial models, performance decks, and strategic plans for business segments
Domain
Alternative asset management / Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, budgeting, forecasting, data analysis, Excel, PowerPoint
Preferred skills
FP&A experience, OneStream proficiency, automation focus
Technologies
OneStream, Excel, PowerPoint
Responsibilities
Prepare monthly and quarterly financial reports tracking actuals vs. budget/forecast; Produce business performance decks for senior management reviews; Support detailed data models for annual budget and long-term plans; Collaborate with Controllers, COOs, and Portfolio Managers; Work on special projects for senior stakeholders.
Seniority
Associate, early career