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Details
  • Location: Boston MA
  • Type: Perm
  • Job #26861

Company Overview:
A leading global private investment firm with approximately $215 billion in assets under management is seeking a Senior Associate to join their Financial Planning and Analysis group. This role will support the firm's private markets businesses and report to an FP&A Manager.

Job Responsibilities:

  • Own the analysis behind the annual budget process and the monitoring and reforecasting throughout the year for assigned businesses.
  • Contribute to the firm's long-term strategic plan, translating real-time and planned business changes into clear financial projections.
  • Deliver periodic reporting to business unit COOs and CFOs, with thorough trend analysis.
  • Partner daily with the compensation team, corporate finance/accounting, and department leaders to keep plans and actuals aligned.
  • Prepare journal entries to bridge the tax basis P&L to the management basis.
  • Take on ad hoc projects from business unit and senior leadership, often under tight timelines.
  • Review work rigorously before it leaves the desk, and proactively flag issues, risks, and opportunities.

Qualifications:

  • 3-6 years of experience in FP&A or accounting (public or private).
  • Advanced Excel and strong financial systems skills; Anaplan experience a plus.
  • Bachelor's degree in accounting, finance, or business.

Compensation:
Salary: $95,000 – $115,000, Plus Bonus
 

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