Senior Finance Associate - FP&A

Overview

The Financial Planning and Analysis (FP&A) team serves as a strategic partner to the firm’s business units and senior executives. This role supports the annual budgeting process, forecasting, and multi-year planning, and maintains the management basis P&L used by leadership.

Responsibilities

• Own the analysis behind the annual budget process and the monitoring and reforecasting throughout the year for assigned businesses.
• Contribute to the firm’s long-term strategic plan by translating real-time and planned business changes into clear financial projections.
• Deliver periodic reporting to business unit COOs and CFOs, including thorough trend analysis that highlights the “so what,” not just the numbers.
• Partner daily with the compensation team, corporate finance/accounting, and department leaders to keep plans and actuals aligned.
• Prepare journal entries to bridge the tax basis P&L to the management basis.
• Take on ad hoc projects from business unit and senior leadership, often with tight timelines.
• Rigorously review your own work before it leaves your desk and proactively flag issues, risks, and opportunities.

Requirements

• 3–6 years of experience in FP&A or accounting (public or private).
• Exceptional attention to detail and the ability to prioritize multiple concurrent projects.
• Sound judgment and willingness to take responsibility for decisions.
• Advanced Excel and strong financial systems skills.
• Anaplan experience is a plus.

Preferred Education

• Bachelor’s Degree in Accounting, Finance or Business.

Compensation & Benefits

• Expected annual base salary: $95,000 – $115,000.
• Actual base salary will be determined by factors including role, function, level, experience, qualifications, and geographic location.
• Discretionary annual bonus may be available based on individual impact, team performance, and firm performance.
• Competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being.

Equal Opportunity

An equal opportunity employer committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.