Job Description

Our client is a leading global investment management firm with a diverse platform spanning private equity, credit, real assets, and capital markets. With a long-term, disciplined approach, the firm partners with companies and investors to create value across a wide range of industries and geographies. The business is supported by a strong balance sheet, a collaborative culture, and a commitment to delivering innovative financial solutions. Headquartered in the U.S., the firm employs over 1,000 professionals worldwide and continues to grow as it expands its investment strategies and global footprint.

Overview

We are seeking talented finance professionals to join a growing Financial Planning & Analysis (FP&A) team. This group plays a critical role in supporting senior leadership by providing management reporting, forward-looking analytics, and strategic insights to drive business performance. The team partners closely with stakeholders across corporate functions, investment teams, and operations to monitor key performance drivers, develop budgets and forecasts, and guide decision-making.

This is a high-visibility function that offers direct exposure to senior leadership, opportunities to influence strategy, and the chance to help shape the FP&A infrastructure as the firm continues to grow.

Key Responsibilities

• Lead and support budgeting, forecasting, and long-term planning across business lines and functions
• Provide financial reporting and variance analysis for senior leadership, highlighting trends, risks, and opportunities
• Partner with business leaders and deal teams on revenue planning, monetization, and scenario modeling
• Drive expense management initiatives, including G&A planning, shared services reporting, and operational analytics
• Contribute to workforce planning activities, including headcount modeling, labor cost analysis, and integration of acquired entities
• Develop and enhance reporting dashboards, forecasting tools, and data processes in collaboration with technology and business teams
• Deliver clear, actionable insights through presentations and reporting to senior stakeholders
• Identify opportunities to streamline and automate processes, ensuring efficiency and scalability
• Mentor and support junior team members while contributing to an inclusive, collaborative team culture

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline; advanced degree (MBA, CFA, CPA) preferred
• 5–12+ years of progressive experience in FP&A, strategic finance, investment banking, or related financial services roles (levels available from Senior Analyst through VP)
• Strong financial modeling, budgeting, and analytical skills with a proven ability to synthesize complex data
• Advanced Excel skills; experience with BI tools and planning systems (Anaplan, Adaptive, Oracle EPM, etc.) a plus
• Strong communication and presentation abilities; capable of engaging with senior stakeholders
• Comfortable in a fast-paced environment with competing priorities and tight deadlines
• Collaborative mindset with a high attention to detail, accuracy, and process improvement

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