Senior Associate, Financial Planning & Analysis
Core
Dedicated FP&A partner for evergreen funds within the Infrastructure Equity strategy, owning fund-level financial models and providing integrated planning, forecasting, and decision support.
Role type
Senior Associate, Financial Planning & Analysis
Builds
Fund-level financial models, management fee/incentive fee forecasts, and strategic reporting packages for investors and boards.
Domain
Private Equity / Infrastructure Equity
Required skills
Advanced financial modeling, accounting and financial statement knowledge, variance analysis, capital allocation analysis, data management, financial planning and consolidation, reporting and analytics
Preferred skills
Infrastructure subsector familiarity (midstream, power, digital infrastructure), SQL/Access/relational database experience, Oracle/Hyperion/OneStream/Power BI/Anaplan/Alteryx/Workiva proficiency
Technologies
Excel, Oracle, Hyperion, OneStream, Power BI, Anaplan, Alteryx, Workiva, SQL, Access
Responsibilities
Support annual budget, periodic forecast, and long-range planning processes; Own and maintain fund-level financial models; Translate complex model outputs into insights for capital allocation and financing decisions; Improve efficiency of planning and reporting processes; Reconcile model outputs with accounting records and fund financial statements.
Seniority
Senior, hands-on IC
