FP&A Analyst/Associate

About the Role

A prominent Credit Fund based in Midtown New York City is seeking to onboard a Financial Analyst or Associate to join their expanding team. This opportunity arises due to the firm's growth and offers substantial interaction with top executives, including the C-Suite, Investment Team, and Portfolio Managers, as well as various internal finance departments.

The organization emphasizes a self-driven professional who desires to take full ownership of the Financial Planning and Analysis (FP&A) function, enhance operational processes, assist in strategic decision-making, and contribute meaningfully towards impactful outcomes.

Company Highlights

• Leading Credit Fund located in Midtown, NYC
• Comprehensive benefits package covering 100% of healthcare
• Complimentary breakfast and lunch provided daily
• Fully stocked snack pantry
• 401(k) plan offered with employer matching
• Lean, focused team that values resourcefulness and autonomy
• Extensive exposure across company functions and potential for career advancement
• Cohesive, close-knit work environment with frequent company outings
• Low employee turnover rate
• Hybrid working schedule with on-site office presence

Key Responsibilities

• Conduct analyses comparing spending against budgets, prepare variance reports, and develop management presentations
• Evaluate financial data by comparing forecasts, actual results, and previous periods to reveal business trends and insights
• Collaborate with business leaders to assist with budgeting, expense forecasting, and monitoring financial performance
• Refine reporting methodologies, create new analytical reports, and support special projects for senior financial executives
• Deliver performance forecasts and results directly to senior management
• Assist in activities related to financing, capital raising, and liaison with investors
• Handle ad hoc data inquiries from internal and external stakeholders
• Lead initiatives incorporating technology and AI to automate processes