We are currently recruiting on a long-term temporary financial planning & analysis job opening. We are seeking candidates with 5-8+ years of FP&A experience from within a private equity fund or investment bank. Paying $70-$80/hr.
Key Responsibilities
Direct the firm’s budgeting, forecasting, and long-term financial planning activities.
Oversee financial reporting for senior leadership, providing clear insights into performance, business drivers, projected results, risks, and growth opportunities.
Manage critical components of the quarterly earnings cycle, including business segment assessments, forecast revisions, financial variance reviews, executive presentations, and collaboration with Investor Relations.
Create and maintain financial models and scenario-based analyses linking business performance, assets under management, revenue, expenses, and earnings.
Oversee the gathering, validation, and interpretation of key business metrics, including fundraising activity, capital deployment, realizations, AUM, and other measures of operating performance.
Partner with the CFO and senior executives to evaluate firmwide results, support expansion efforts, assess new business opportunities, and advance strategic priorities.
Collaborate with Finance leadership across business units to strengthen reporting transparency, promote consistency, and reinforce financial accountability.
Enhance financial planning and reporting capabilities by streamlining workflows, strengthening controls, improving data integrity, and leveraging automation and technology.
Lead and mentor team members, fostering professional development while ensuring high standards for analytical accuracy, sound judgment, responsiveness, and quality of deliverables.
Qualifications
5–8+ years of relevant experience in FP&A, corporate finance, financial reporting, or a similar function. Experience within alternative asset management is advantageous but not required.
Proven track record of owning and executing complex budgeting, forecasting, financial analysis, management reporting, or public-company reporting initiatives.
Demonstrated ability to supervise, mentor, and develop team members, with strong delegation skills and a commitment to quality control and accountability.
Bachelor’s degree in Finance, Accounting, Economics, or a related discipline. A CPA, CFA, or advanced degree is preferred.
Strong analytical and problem-solving capabilities, including the ability to evaluate business drivers, test assumptions, and translate detailed financial information into meaningful business insights.
Excellent communication and presentation skills, with the ability to convey complex financial concepts to senior stakeholders and deliver actionable recommendations.
High degree of professionalism, discretion, and integrity when working with confidential and market-sensitive financial information.
Strong organizational skills and the ability to manage competing priorities in a fast-paced environment while consistently meeting tight deadlines and maintaining high-quality standards.
Advanced knowledge of Microsoft Excel and PowerPoint. Familiarity with enterprise planning, forecasting, and reporting platforms such as Anaplan and Essbase is a plus.
Numbers & Facts
Location
New York, NY
Salary
$70–$80 Per Hour
Skills
Accountingunmatched
Analysis Skillsunmatched
Asset Managementunmatched
Automationunmatched
Budgetingunmatched
Business Analysisunmatched
Business Skillsunmatched
Certified Public Accountant (CPA)unmatched
Chartered Financial Analyst (CFA)unmatched
Communication Skillsunmatched
Corporate Financeunmatched
Data Qualityunmatched
Economicsunmatched
Financeunmatched
Financial Analysisunmatched
Financial Managementunmatched
Financial Modelingunmatched
Financial Planningunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Forecastingunmatched
Fundraisingunmatched
Investment Servicesunmatched
Investor Relationsunmatched
Job Analysisunmatched
Leadershipunmatched
Link Performanceunmatched
Management Reportingunmatched
Mentoringunmatched
Metricsunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Oracle Essbase (fka Hyperion Essbase)unmatched
Organizational Skillsunmatched
Performance Analysisunmatched
Presentation/Verbal Skillsunmatched
Private Fundingunmatched
Problem Solving Skillsunmatched
Quality Controlunmatched
Quality Managementunmatched
Quality Metricsunmatched
Reporting Skillsunmatched
Revenue Managementunmatched
Team Lead/Managerunmatched
Testingunmatched
Time Managementunmatched
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