Senior Associate - FP&A


Accounting + Finance


New York, New York

Employment Type



A well-known Private Equity Fund is looking to add a Senior Associate to their Corporate FP&A Department. This role will interact with C-level professionals, assist in various modeling projects, & have a ton of exposure to strategy.

Job Description:

Compensation : $120000 - $140000
Job ID : 13242


  • Coordinate and manage the annual budgeting process by partnering with cross-functional teams. This role is the primary point of contact for the annual budget process and ongoing expense analysis throughout the year with a high level of visibility to all senior members of the Firm and will require constant communication with various teams and a comprehensive understanding of the operating expenses of the Firm and Funds.
  • Develop a detailed understanding of the Firm’s multiple business areas and Fund structures.
  • Work closely with developers to become the in-house expert on the customized planning model within Anaplan.
  • Maintain detailed P&L analysis that can be easily leveraged to enhance ad hoc reporting.
  • Prepare detailed semi-annual and annual supplier cost analysis for each department.
  • Maintain, alter and modify the Firm’s cost allocation model and underlying statistics as needed to ensure costs are properly identified.
  • Analyze profitability reporting for business areas and executive management.
  • Identify opportunities to enhance the efficiency of existing processes and propose improvements.
  • Assist in a variety of Firm projects and initiatives including, but not limited to, systematic automation of Fund models and automated report generation for users across various web-based applications.
  • Develop strong relationships with teams across the organization and be comfortable presenting financial information across the company in a clear and concise manner

Job Requirements:


  • Bachelor’s degree in Finance, Accounting, or related field required
  • Minimum of 3-6 years’ experience in financial budgeting / FP&A role and/or accounting role required
  • Advanced Excel and PowerPoint skills required; experience with Anaplan, Workday or Business Intelligence is a plus
  • Attention to detail and follow-up, analytical acumen and excellent organizational skills with ability to handle and prioritize multiple and competing priorities
  • Ability to understand new information at a rapid pace
  • Ability to analyze P&L trends and identify opportunities through analysis and present them in a meaningful, articulate and concise fashion


Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.