Senior Associate, Financial Planning & Analysis
Core
Senior Associate in Financial Planning & Analysis supporting enterprise-wide financial reporting, modeling, and strategic decision-making for an alternative asset manager.
Role type
Senior Associate FP&A (Investment Management)
Builds
Financial reports, dashboards, and strategic models for fund operations and corporate stakeholders.
Domain
Alternative Asset Management / Private Credit / Direct Lending
Deliverable
production ML models | dashboards & analysis | product features
Required skills
Financial modeling, fund waterfall calculations, financial reporting, data management, SQL/Access databases, financial consolidation software
Preferred skills
Hedge fund or Credit fund experience, Power BI, Alteryx, Workiva, OneStream
Technologies
Excel, PowerPoint, Oracle, Hyperion, OneStream, Power BI, Anaplan, Alteryx, Workiva, SQL, Access
Responsibilities
Prepare periodic financial reporting and AUM metrics; create and manage databases for enterprise projects; perform financial modeling for strategic decisions; analyze variances to forecasts and budgets; optimize consolidation and reporting systems; lead and motivate the Operational Finance & FP&A team.
Seniority
Senior, hands-on IC with team leadership responsibilities