Associate​/Assistant Vice President, Financial Planning & Analysis

Job Description

Reporting to the Head of Financial Planning & Analysis, the Associate/AVP, FP&A is a corporate finance position primarily responsible for providing financial expertise surrounding the company’s asset management businesses and product lines.

• Financial modeling of income, balance sheet and cash liquidity needs.
• Preparation of asset management budgets and forecasts by fund and in aggregate.
• Creation and enhancement of management reporting for actual asset management results by product.
• Expense monitoring.
• Other ad hoc financial projects related to asset management as requested by the CFO, executive committee, board of directors and the Company’s strategic owners.

• Support activities which provide analysis, financial modeling and internal reporting to support the company’s financial performance.
• Access appropriate data from new and existing systems and work across departments to complete reports and assignments.
• Participate and support activities related to what if scenario and sensitivity analyses for new and existing business functions and product lines.
• Collaborate closely with Portfolio Managers to monitor and track the performance of each fund (e.g., IRR), ensuring accurate and timely reporting as a key liaison within the Finance department.
• Work seamlessly with accounting team to understand financial trends (actuals vs. budget), performance of variance analysis and other financial reporting projects.
• Work in close partnership with department heads to systematically monitor and evaluate each department’s revenue performance and expense management on at least a quarterly basis.
• Work with the Strategy and Corporate Development team to lead new initiatives, manage transformation projects, and regularly monitor performance.
• Create new and enhance existing internal financial reports using One Stream.
• Review external financial metrics included in marketing, investor and other external communications for both accuracy and consistency of messaging.
• Approval of all asset management marketing pitches and investor presentations.

• Bachelor’s degree in accounting, finance, business or related discipline.
• 4-8 years of related professional experience.
• Experience in financial services, preferably within asset management.
• CPA, CFA or MBA preferred but not required.
• Experience using financial modeling software such as One Stream.

• Attention to detail, proactive and willing to analyze additional layers of information needed to master subject area at hand.
• Team player with demonstrated ability to learn new systems/software quickly and work collaboratively with others in a less structured start-up like environment.
• Ability to analyze and evaluate data, forming accurate conclusions and translating insights into action.
• Highly proficient in MS PowerPoint, Excel, and Word.

• Strategic thinking and decision making:
  Uses solid business knowledge and data to make logical decisions about complex day-to-day technical and operational problems, improves existing solutions, plans ahead, and ensures work reflects stakeholder needs and broader organizational impacts.
• Drives execution and results:
  Creates plans within their area of responsibility and, in collaboration with others, executes and delivers on those plans in a timely manner.
• Cultivates strategic relationships and influence:
  Develops trust-based relationships, uses situational awareness to align interests and communicates clearly.
• Fosters an inclusive culture and leads teams to achieve excellence:
  Role models and contributes to an inclusive team culture, collaborates effectively with peers and across teams/functions, and drives strong performance through consensus building.
• Masters oneself and demonstrates a growth mindset:
  Seeks feedback, adapts communication to building strong relationships, demonstrates credibility and courage, acts ethically and remains focused and resilient through shifting priorities.
• Innovation:
  Raises new ideas, uses data to inform decisions and uses technological tools to improve workflows and efficiency.

• Must have unrestricted authorization to work in the…