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Details
  • Location: New York NY
  • Type: Perm
  • Job #24226

Company Overview:
A diversified global holding company with approximately $22 billion in assets under management is seeking an FP&A Manager to join its Finance team. The role involves budgeting, forecasting, and financial modeling across asset management and insurance verticals.

Job Responsibilities:

  • Lead the annual budget and quarterly forecast processes for business units across asset management and insurance.
  • Partner with senior business leaders to develop and monitor KPIs and strategic initiatives.
  • Build and maintain complex financial models to support business planning, scenario analysis, capital allocation, and risk management.
  • Conduct variance analysis and prepare monthly/quarterly reporting packages for executive leadership and board presentations.
  • Provide financial insight into business trends, performance drivers, and operational improvements.
  • Collaborate with Accounting, Investments, Actuarial, and other teams to ensure alignment and accuracy of financial data.
  • Support M&A evaluations, integration efforts, and ad hoc strategic projects.
  • Maintain and enhance financial planning systems and tools.

Qualifications:

  • Bachelor’s degree in finance, accounting, economics, or related field; MBA or CPA/CFA preferred.
  • 6+ years of progressive experience in FP&A, corporate finance, or related roles, preferably within asset management, insurance, or financial services.
  • Strong financial modeling skills and advanced Excel/PowerPoint proficiency; experience with planning tools (e.g., Adaptive Insights, Anaplan, Hyperion) a plus.
  • Deep understanding of P&L, balance sheet, and cash flow analysis.

Compensation:
Salary: $125,000 – $180,000, Plus Bonus
 

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