Managing Director, Financial Planning & Analysis

Job Description

The Senior Vice President, Head of Financial Planning & Analysis is a critical part of Antares. They will report to the MD, Legal Entity Controller. The SVP’s primary role is to lead the FP&A function for the organization, being responsible for financial forecasting, budgeting, long-term planning, fund performance, segment reporting, and expense monitoring. This SVP will act as a strategic partner to the CFO, executive committee, business unit heads, and the Company’s owners providing actionable insights to drive growth, profitability, and operational efficiency.

The role requires a strong combination of critical thinking, analytical expertise, leadership skills, and deep knowledge of private credit and asset management dynamics. Our ideal candidate is independent, motivated, detail-orientated, and able to analyze data and convey results effectively.

• Manage the annual budget and long-term financial strategy, including presentations at annual board meetings.
• Oversee quarterly re-forecasts of the budget.
• Prepare the monthly performance deck with Budget vs Actual commentary and analysis.
• Forecast fund-level performance, including IRRs, carried interest, and management fee projections.
• Review quarterly business segment performance against the budget.
• Collaborate with the accounting team to understand financial trends (actuals vs. budget), perform variance analysis, and handle other financial reporting projects.
• Conduct ad-hoc analysis as needed for ongoing business requirements.
• Lead and mentor a team of three FP&A professionals, encouraging professional development and a strong team culture.
• Improve and update procedures, tools, and systems as required by business growth.
• Coordinate with department heads and the executive committee on key strategic growth initiatives.
• Improve the expense monitoring process.

• Bachelor’s degree in accounting, finance, business or related discipline
• 15+ years of progressive finance experience, with at least 7–10 years in FP&A leadership roles.
• CPA, CFA, or MBA preferred
• Deep experience in the financial services industry with expertise in asset management
• Proven track record of partnering with senior executives and influencing strategic decisions.

• Strong communication and presentation skills, with the ability to convey insights to executive and Board-level stakeholders.
• Attention to detail, proactive and willing to analyze additional layers of information needed to master subject area at hand.
• Experience using financial modeling software, such as One Stream, preferred but not required.
• Demonstrated knowledge in financial modeling including experience building models from scratch and leveraging technology.
• Excellent analytical, project management, communication, interpersonal and collaboration skills.

• Ability to collaborate effectively with colleagues and contribute to group goals.
• Demonstrating reliability, accountability, and commitment to tasks.
• Understanding business dynamics, market trends, and industry insights.
• Making informed choices based on available information.
• Effective verbal and written communication skills.
• Guiding and motivating others to achieve common objectives.
• Upholding ethical standards and integrity in all interactions.
• Analyzing challenges and finding practical solutions.
• Flexibility in adjusting to changing circumstances.
• Efficiently coordinating and prioritizing tasks.
• Evaluating data and drawing meaningful conclusions.
• Strong command of relevant software, tools, or technologies.
• Successfully planning, executing, and monitoring projects.
• Understanding and managing emotions in oneself and others.
• You get things done and consistently deliver high-quality work in a fast-paced environment.
• You clearly articulate viewpoints verbally and in writing, encouraging confidence when sharing and presenting information.

• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check.
• Must be willing to work from the New York office.

Base Salary Range…