Senior FP&A Associate Boston

$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.

• 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

• 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.