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FP&A Associate

Job in New York, New York County, New York, 10261, USA
Listing for: Connect Search, LLC
Full Time position
Listed on 2026-06-28
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Corporate Finance, Accounting Manager
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: New York

A market-leading direct lender and experienced private credit manager specializing in financing solutions for companies backed by private equity sponsors. The firm has a global footprint with a substantial team and significant capital under management, and is deeply committed to professional development, employee wellbeing, and a collaborative culture.

Key Responsibilities
  • Assist with preparation of forecasts and budgets along with reporting and tracking across management companies, lines of business, capital under management, and product P&L
  • Provide department leaders with monthly spend vs. budget reporting
  • Utilize Workday to forecast expenses based on cost center and business line
  • Prepare management and external reports and deliverables
  • Perform fluctuation analyses between forecast, prior period, and actual results
  • Assist with monthly general ledger closes, including ownership of the expense allocation process
  • Enhance and improve existing reports and processes
  • Complete special projects as directed by the CFO and other senior leaders
Qualifications
  • Bachelor's degree in Accounting or Finance required
  • Relevant accounting or FP&A experience
  • Proficiency in Excel and PowerPoint required
  • Experience with Workday and Office Connect a plus
  • Meticulous attention to detail and accuracy
  • Comfort analyzing and managing large data sets
  • Technologically savvy with a base understanding of how accounting systems work
  • High level of intellectual curiosity with a desire to develop innovative solutions to complex business challenges

Competitive base salary plus performance bonus. Benefits include 401(k) match, generous PTO, comprehensive medical/dental/vision (largely employer-covered), parental leave, fertility and family planning programs, concierge medical services, financial planning support, and firm-sponsored gym memberships.

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Position Requirements
10+ Years work experience
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