
FP&A Senior Associate, Opex
- San Francisco, CA New York City, NY
- Permanent
- Full-time
- Develop annual expense budgets and ongoing forecasts for FalconX business areas
- Conduct deep dives into specific expense lines to understand their drivers and identify potential levers to enhance financial performance
- Support the Accounting team in the month-end close process
- Generate and present timely, accurate, and insightful management reports to stakeholders, highlighting financial results, key performance indicators, and variance analysis
- Prepare presentation materials and support that effectively communicate expense projections, drivers, business performance, risks, and opportunities to business partners
- Conduct ad-hoc analysis and special projects as requested
- Continuously focus on enhancing expense forecast methodology and accuracy, as well as increasing efficiency through process automation
- Establish business relationships across the organization and serve as a finance partner with cross-functional teams
- Bachelor's degree in finance, economics, accounting, mathematics, or a relevant field (MBA is a plus)
- Minimum of 4 years of experience in FP&A, corporate finance, and/or investment banking
- Advanced skills in Microsoft Excel / Google Sheets (including advanced formulas, scenario analysis, and pivot tables)
- Prior experience with both FP&A and ERP software
- Demonstrated understanding of FP&A principles and methodologies, and proficiency in budgeting, forecasting, and financial modeling techniques
- Strong attention to detail with the ability to delve into details, step back, and assess if the output makes sense
- Demonstrated problem-solving and analytical skills
- Excellent written and verbal communication skills
- Strong collaborator with the ability to build relationships with cross-functional teams