We are seeking a highly skilled and detail-oriented Senior Associate to join our FP&A team. The ideal candidate will bring strong financial modeling and analytical expertise, with experience supporting budgeting, forecasting, and executive-level reporting in a complex corporate environment, preferably private equity.
Requirements
- Support annual budgeting, quarterly reforecasting, and long-range planning across the Management Company and Value Creation Team
- Build and maintain dynamic, driver-based Excel models supporting P&L forecasting, variance analysis, headcount, vendor and project-based reporting, and scenario analysis
- Partner in the development and refinement of allocation methodologies to improve accuracy and transparency of financial reporting
- Analyze large, complex datasets at both macro and micro levels to generate insights that inform strategic decision-making
- Translate complex financial analyses into clear, polished PowerPoint presentations for senior leadership, ensuring full accuracy, consistency, and reconciliation with underlying Excel models
- Prepare and deliver quarterly financial reporting packages and deep-dive analyses for functional business units (e.g., IT, HR, Legal)
- Act as a subject matter expert and provide ongoing support to leadership team in developing quarterly forecasts and annual budgets
- Partner with Finance Tech team to help build scalable planning and reporting infrastructure across Excel, Sigma, and Power BI
- Improve documentation, model hygiene, version control, and overall FP&A process discipline
- Identify process gaps and propose practical solutions to improve efficiency and data integrity
- Support standardization of FP&A templates, models, and reporting processes
- Partner closely with accounting on actuals, accruals, and amortization mechanics
Benefits
- Annual cash bonus
- Comprehensive benefits package
