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.
