Job Location:

The Job Details are as follows:


In the role of Senior Associate, Financial Planning & Analysis, the employee will be responsible for the following:

  • Assist in building a best-in-class FP&A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes
  • Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval
  • Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights/Workday, BAM’s budgeting & forecasting tool
  • Maintain executive leadership reporting
  • Support Management Accounting team for reporting needs
  • Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions
  • Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership
  • Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.


In order to effectively represent the Company and communicate with clients, the employee must be someone who has:    

  • Strong problem solving and analytical skills including the ability to identify issues and potential solutions proactively
  • A self-starter who takes initiative and ownership over processes and is resourceful
  • High degree of accuracy and attention to detail
  • Strong verbal and written communication skills
  • Energetic with team player mentality and process improvement oriented
  • Basic understanding of GAAP


  • 4-year degree in Accounting or Finance
  • 3 – 5 years’ experience
  • Proficiency with MS office is required
  • Professional qualification such as CPA is a plus
  • Workday & Adaptive Insights experience preferred
  • Hedge Fund and investment manager experience preferred