Corporate Finance FP&A Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Corporate Finance FP&A Associate (Fintech): Managing financial and managerial reporting, budgeting, and forecasting for a private markets platform with an accent on KPI analysis and board reporting. Focus on developing performance dashboards, conducting sales analytics, and enhancing internal control processes.
Location: Hybrid (Greenwich, Connecticut, US) - Work in office Monday-Thursday, remote on Friday.
Salary: $85,000 – $115,000
Company
is a leading technology platform for alternative investments.
What you will do
- Support budgeting and forecasting of consolidated key financial performance indicators, including revenue and volume activity.
- Prepare annual budget processes and evaluate firmwide performance targets.
- Develop financial and performance metrics dashboards for the Management Committee and Board of Directors.
- Partner with business leads and sales teams to analyze budget vs. actual variances and provide real-time forecasting.
- Coordinate the end-to-end preparation of monthly management and quarterly board reporting packages.
- Implement internal controls and support platform reporting automation and FP&A tool implementation.
Requirements
- 2-5 years of experience in FP&A, corporate finance, or accounting within the financial services industry.
- Must be based in or able to work in Greenwich, Connecticut.
- Advanced proficiency in Excel and PowerPoint.
- Strong quantitative modeling and problem-solving skills.
- Experience with ERP tools such as Workday Adaptive Planning, Anaplan, Tableau, SAP, or Oracle NetSuite is preferred.
- Advanced degree or credentials such as MBA, CPA, or CFA are desired.
Culture & Benefits
- Hybrid work model with flexibility to work remotely on Fridays.
- Comprehensive benefits including an employer-matched retirement plan and subsidized healthcare.
- 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Unlimited paid time off (PTO) and parental leave.
- Competitive package including base salary, equity, and an annual performance bonus.
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