Top-Tier Investment Management Company in Midtown, Manhattan is seeking an FP&A Manager for a full-time position!
Responsibilities:
- Financial planning and analysis, ensuring alignment with the firm's strategic objectives and operational efficiency
- Develop and maintain rolling forecasts to provide accurate financial projections for both short-term and long-term planning.
- Co-lead the annual budgeting process, ensuring cross-functional alignment with key stakeholders.
- Play a key role in the selection, coordination and implementation of a new team and Enterprise Resource Planning (ERP) system.
- Support treasury operations, including cash flow forecasting, liquidity planning, and financial risk management.
- Collaborate with senior leadership to develop financial strategies, performance metrics, and reporting frameworks that drive firm-wide decision-making.
- Monitor department budgets, ensuring financial discipline and providing insights for cost management.
- Conduct comprehensive financial analysis, including but not limited to variance analysis, cost analysis, profitability analysis, and financial modeling.
- Partner with the HR team to analyze and evaluate compensation structures to ensure market competitiveness and internal equity.
Qualifications:
- Bachelor’s degree in Accounting or Finance
- MBA, CFA, or CPA a plus
- 10+ years of relevant work experience.
- 5+ years of progressive experience in FP&A, preferably in financial services.
- Strong GAAP knowledge and familiarity with major ERP systems
- Experience with ERP implementation is a plus
- Proficiency in financial modeling & forecasting (Excel, PowerBI, Adaptive Insights, or similar tools).
- Deep understanding of generally accepted accounting principles (GAAP).
- Ability to establish and maintain effective relationships across all levels of the firm.
- Strong organizational skills and attention to detail.