FP&A Assistant Vice President

Our client, a leading Investment Firm with $45 billion AUM, is seeking a FP&A Assistant Vice President to join their team in a strategic role focused on financial planning, forecasting, and management reporting. This position will play a key role in analyzing financial performance, supporting business initiatives, and providing insights to drive decision-making. The ideal candidate will have strong analytical skills, experience in financial modeling, and the ability to collaborate across teams in a fast-paced environment.

Key Responsibilities:

• Lead financial planning, budgeting, and forecasting processes.
• Oversee corporate projection models and assess their impact on strategic initiatives.
• Develop management reports and provide insights into financial performance, expense trends, and resource allocation.
• Work with Treasury, HR (compensation analysis), and Controllership teams on cross-functional financial initiatives.
• Analyze financial statements on a consolidated and business-line basis, providing variance analysis and key performance insights.
• Monitor and evaluate financing arrangements and investment opportunities.
• Evaluate new strategic initiatives, fund structures, investment opportunities, and financing options.
• Support ERP system implementation and enhancements to improve financial data accuracy and reporting.
• Create and refine financial models to support forecasting and business strategy.
• Build and maintain financial models to support forecasting, investment decisions, and business strategies

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Math, or a related field (MBA, CPA, or CFA preferred).
• 7-10+ years of relevant experience, with at least 5+ years in FP&A, investment management, or financial services.
• Strong knowledge of GAAP and financial statements, including key metrics like Book Value, EPS, Leverage, and Net Interest Margin.
• Expertise in financial modeling, forecasting, and variance analysis.
• Proficiency in Excel, PowerPoint, and financial reporting tools (Power BI, Adaptive Insights, SQL, Power Query preferred).
• Experience working in a trading environment or with fixed-income products, such as mortgage-backed securities or securitizations, is a plus.
• Strong analytical mindset with the ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Excellent communication skills with experience presenting financial data to senior executives.