Senior FP&A Associate | $95k-$115k Base + Bonus | Boston

Senior Finance Associate - FP&A | Boston, MA
$95K-$115K Base + Bonus

A leading private investment firm is seeking a Senior Finance Associate - FP&A to support its private markets businesses. This role will work within the Financial Planning & Analysis group, partnering with business unit leaders, finance leadership, accounting, compensation, and department heads on budgeting, forecasting, reporting, and strategic planning.
This is a strong opportunity for someone with FP&A, accounting, public accounting, or corporate finance experience who wants exposure to senior stakeholders, private markets business units, management reporting, budgeting, forecasting, and ad hoc strategic projects.

Key Responsibilities:

• Own analysis supporting the annual budget process, ongoing monitoring, and reforecasting for assigned business units

• Contribute to long-term strategic planning by translating business changes into clear financial projections

• Prepare recurring reporting for business unit COOs and CFOs, including trend analysis and key business insights

• Partner with compensation, corporate finance/accounting, and department leaders to align plans and actuals

• Prepare journal entries to bridge tax basis P&L to management basis reporting

• Support ad hoc projects from business unit and senior leadership under tight timelines

• Review work carefully, flag issues proactively, and identify risks, opportunities, and key takeaways

Qualifications:

• 3-6 years of FP&A, accounting, public accounting, or private industry experience

• Bachelor’s degree in Accounting, Finance, Business, or related field

• Strong Excel skills and financial systems experience

• Anaplan experience is a plus

• Strong attention to detail and ability to manage multiple projects at once

• Clear communicator who can build relationships with stakeholders at all levels

• Self-starter with strong ownership, sound judgment, and ability to operate independently in a fast-paced environment

• Team-oriented mindset with willingness to support colleagues during peak budget, forecast, and planning cycles

This is a great fit for someone who wants to move into a high-visibility FP&A role supporting private markets businesses, with exposure to budgeting, forecasting, senior leadership reporting, strategic planning, and firmwide finance initiatives.
If you are interested in learning more, please apply directly to this ad or email Marek at malbiero@daleyaa.com.