Manager FP&A Expense Planning & Analytics

Company Overview

A leading global investment firm with approximately $504 billion in assets under management is seeking an Expense Planning & Analytics Manager. This role will focus on reporting and planning activities related to Shared Services businesses, working closely with business leaders across various functions.

• Foster strong relationships with business-level COOs, Business Leads, senior management, and other stakeholders to define business reporting and analytics requirements
• Prepare and analyze G&A expense trends within business operations functions and create user-friendly reporting for senior functional owners
• Analyze financial data to identify trends, risks, and opportunities, and present financial insights to inform decision-making
• Coordinate the annual budget process, interim forecast updates, and long-term plan
• Prepare and present financial reporting to business leaders to drive transparency of spend and accountability to budget targets
• Produce high-quality, timely, and insightful information to help senior management manage the firm and set direction
• Work cross-functionally to automate manual processes and develop more efficient ways to compile and analyze data

• BS/BA in finance, economics, engineering, or other quantitative discipline with a record of strong achievement
• 5-7 years of experience with management reporting, budgeting, planning, and forecasting, preferably in private equity or the financial services industry
• Exceptional Excel skills required
• Strong organizational, planning, quantitative modeling, problem-solving skills, and strategic thinking

Compensation:
Salary: $100,000 – $150,000, Plus Bonus