V.P., Financial Planning & Analysis

Are you ready to take on a pivotal role in a leading investment firm? Join a dynamic team and play a crucial part in driving excellence and efficiency across our management and GP companies. This is a newly-created position and is your opportunity to contribute to our client’s continued growth and success in a fast-paced and ever-evolving environment.

Key Responsibilities:

• Maintain budgets and forecasts for a portfolio of management and GP entities, ensuring accuracy and alignment with strategic objectives.
• Develop forecasts for various entities within the portfolio, including analysis of performance-related earnings and distributable earnings.
• Create key performance indicators (KPIs) and other management reports to facilitate decision-making and performance evaluation.
• Manage cash forecasts, assist with liquidity management, and prepare distribution proposals to optimize cash utilization.
• Streamline finance processes and reporting mechanisms for internal management and external investor reporting.
• Review earnings releases and regulatory filings of industry peers to provide benchmarking insights and recommendations.
• Review debt agreements and prepare necessary certifications to ensure compliance.
• Support ad-hoc finance and accounting requests, demonstrating flexibility and responsiveness to evolving needs.
• Provide leadership and supervision to a dedicated team of finance and accounting professionals.
• Assist with the quarterly close process and contribute to system implementations as required.

What Makes This Position Awesome:

• Great Work-Life Balance: Enjoy a healthy balance between work and personal life, fostering well-being and overall satisfaction.
• Strategic Impact: Play a vital role in shaping financial strategy and optimizing performance across our diverse portfolio.
• Leadership Opportunity: Lead a dedicated team of professionals, fostering their growth and development while contributing to our overall success.
• Dynamic Environment: Thrive in a fast-paced, evolving atmosphere where your skills will be challenged and valued every day.
• Strategic Impact: Your insights and recommendations will directly influence our decision-making processes and drive our growth trajectory.
• Commitment to Excellence: Join a team that prioritizes quality, attention to detail, and continuous improvement in all aspects of our operations.

Qualifications:

• CPA or CFA license required.
• 7-10 years of relevant experience, preferably in fund or asset management.
• Exceptional organizational skills with an unwavering commitment to quality.
• Strong communication skills with the ability to collaborate effectively across departments and build relationships with stakeholders.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
• Demonstrated respect for our people-centered culture, with the capacity to lead and follow as needed.

Join a great firm and make a significant impact on their financial operations as they continue to grow and evolve. Your expertise will be instrumental in shaping their future success.

Apply now and become a vital part of their team!