Job Overview – FP&A Senior Associate:
Compensation: $110,000 – $130,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Drive strategic financial planning and efficiency as an FP&A Senior Associate with our client in New York, NY (Hybrid). Partner with fixed income and private wealth leaders to manage budgets, forecasts, and expense planning. Lead compensation modeling, deliver revenue and performance reporting, and support finance transformation initiatives, including new systems and AI tools. Ideal for candidates with FP&A experience in financial services, advanced Excel skills, and the ability to present insights to senior leadership.
Responsibilities as the FP&A Senior Associate:
- Business Partnering: Build relationships with investment leaders and portfolio managers to provide regular financial performance and revenue updates.
- Budgeting & Forecasting: Lead annual budgets and outlooks for fixed income and private wealth, including detailed revenue, flow, and expense projections.
- Compensation Modeling: Manage formulaic compensation calculations and bonus revenue forecasting.
- Financial Analysis: Perform scenario modeling, expense reviews, and industry benchmarking to drive efficiency and support business strategy.
- Process & Technology Improvement: Lead finance transformation projects, implementing new systems, reporting tools, and AI-driven solutions.
Qualifications for the FP&A Senior Associate:
- Education: Bachelor’s degree in Finance, Economics, or a related business field required.
- Experience: 4-8 years in FP&A or financial modeling within financial services, with preferred experience in fixed income, compensation modeling, and bonus forecasting.
- Technical Skills: Advanced in Excel for analytical modeling and PowerPoint for Board-ready presentations, with knowledge of SAP, OneStream, or similar systems preferred.
- Industry Knowledge: Strong understanding of financial planning processes, revenue forecasting, expense management, and industry benchmarking within asset management or investment banking environments.
- Skills & Attributes: Strong analytical and communication skills, able to present to senior leadership, influence strategy, and stay organized under pressure in fast-paced environments.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.