A leading organization is seeking a Principal Financial Analyst to manage the financial planning and analysis (FP&A) function for a $300 million portfolio comprising multiple complex vehicles.
Responsibilities
Prepare monthly, quarterly, and annual financial reports along with variance analyses
Develop and maintain financial models for forecasting, budgeting, and long-range planning
Analyze financial performance against budgets and prior periods to identify trends and variances
Support the annual budgeting and quarterly forecasting processes
Prepare executive-level presentations and dashboards for senior management
Maintain and enhance financial reporting systems and tools
Streamline financial processes and improve efficiency through automation
Ensure data integrity and accuracy in all financial reports
Support month-end and quarter-end close activities