FP&A Analyst – Boston, MA – Asset Management
A leading manager of direct lending and tradable credit investment products, with approximately $21 billion in assets under management is looking to hire a FP&A Analyst to their growing team. This position will offer an exciting opportunity to contribute to the financial success and strategic growth of a well performing fund.
Responsibilities:
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Implementation and maintenance of Workday Adaptive Planning software
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Identify automation opportunities in financial reporting
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Perform operational analysis, build/maintain operational models to analyze current and past trends in key performance indicators
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Provide monthly financial forecasts and financial reporting with accurate and timely information
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Track and forecast assets under management for multiple product lines and the associated revenue
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Analyze expense trends and update forecasts accordingly
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Assist in preparing and executing annual budget
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Refine and continually improve budgeting, and financial projections
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Analyze balance sheet investments and the impact on the financial results
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Prepare financial variance reports and research underlying drivers
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Prepare information needed for month-end accounting book close
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Prepare materials for senior management team and others
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Support day-to-day ad hoc reporting and analytic requests
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Proactively troubleshoot and resolve issues
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Coordinate with accounting and portfolio operations teams on reporting actual financial results
Qualifications:
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Undergraduate degree in finance, accounting, economics or related field
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2-4 years of relevant FP&A experience working with multiple business lines
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Strong analytical skills, both quantitative and qualitative is a MUST
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Mastery of Microsoft Excel, experience with Microsoft PowerPoint
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Experience with Workday Adaptive Planning, Oracle Hyperion Planning, NetSuite Planning and Budgeting, and/or other similar planning software a plus
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Familiarity with general ledger systems and business intelligence tools
This role is a full time hybrid opportunity (3 days in 2 at home) that will offer a competitive compensation package & strong benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at [email protected]
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