VP, Financial Planning & Analysis
- New York City, NY
- $140,000-160,000 per year
- Permanent
- Full-time
- Prepare annual and monthly management financial forecasts of AUM, revenue and cash based on actual results and business inputs
- Prepare monthly management reporting packages, dashboards and support materials
- Prepare financial reporting packages for GPIMH credit facility lenders and rating agency reviews
- Prepare monthly analysis and presentation of financial results compared to prior year and budget and provide explanation of key drivers
- Produce financial information in support of due diligence processes and executive level decision making
- Fully leverage Workday Finance and Adaptive capabilities for financial planning, reporting and analysis
- Accountable for ongoing improvements to financial planning and reporting processes, streamlining workflows, and upgrading financial models to support evolving business needs and align with industry best practices
- Accountable for adhering to processes and controls to improve and ensure data integrity and consistency
- Validate, balance and reconcile various kinds of transactions and reports. Analyze and verify internal consistency, completeness and mathematical accuracy of accounting documents
- Hold an undergraduate degree in Finance or a related discipline
- 5+ years’ experience in FP&A or related fields such as consulting, accounting, investment management.
- Demonstrate advanced financial modeling and analytical skills
- Have experience supporting or managing complex projects in a fast-paced, high-performing environment
- Advanced Excel skills to build dynamic, efficient, and intuitive financial models and work with large data sets
- Exceptional attention to detail with the ability to maintain a big-picture perspective
- Excellent communication skills and ability to articulate financial results and business issues at the executive level
- Ownership mindset, resourcefulness, and commitment to delivering high-quality work
- Experience in the Financial Services industry is preferred
- Demonstrated analytical and technical acumen, with a robust understanding of financial statements, financial analysis, and accounting principles
- Previous experience managing lender reporting and relationships is a plus
- Experience implementing and leveraging ERP functionality for reporting and forecasting
- Strong analytical thinking and problem-solving skills; ability to successfully navigate varying degrees of ambiguity with minimal guidance