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Details
  • Location: Boston MA
  • Type: Perm
  • Job #24088

Company Overview:
A leading global investment firm is seeking an Expense Planning & Analytics  Professional. This role will focus on reporting and planning activities related to the Technology business, working closely with business leaders and managers across the firm.

Job Responsibilities:

  • Foster strong relationships with key stakeholders in the Technology function and across all of Finance to understand their financial needs and contribute to strategic planning
  • Develop and manage budgets for technology projects and capital expenditures
  • Analyze financial data to identify trends, risks, and opportunities, and present financial insights to inform decision-making
  • Translate financials between capital expenditures and P&L operating expense 
  • Prepare and present financial reporting to Technology executives on a regular basis
  • Produce high quality, timely and insightful information to help senior management manage the firm and set direction
  • Work cross-functionally to automate manual processes and develop more efficient ways to compile and analyze data

Qualifications:

  • BS/BA in finance, economics, engineering or other quantitative discipline
  • 4-6 years of experience with management reporting, budgeting, planning and forecasting, preferably in private equity or the financial services industry
  • Exceptional Excel skills required; experience with SAP and OneStream would be a plus

Compensation:
Salary: $100,000 – $150,000, Plus Bonus
 

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