Job Overview – Director of Performance and FP&A:
We are seeking a dynamic and strategic Director of Performance and FP&A to join our innovative team in New York City. The Director of Performance will be responsible for driving financial planning, monitoring, evaluation, and reporting for our diverse and growing portfolio.
Location: New York, NY
Compensation: $165,000-$200,000 + bonus
Schedule: 9:00 AM to 5:00 PM, Monday to Friday (Hybrid)
Responsibilities as the Director of Performance and FP&A:
- Deliver accurate monthly and quarterly investment performance reports.
- Develop and maintain rolling forecasts and detailed cash flow analyses.
- Align assumptions for forecasting and analysis across the organization.
- Collaborate with the Investment Team on performance benchmarks.
- Prepare Investment Committee materials and ad hoc reports.
- Develop dashboards and financial models to support reporting and budgeting.
- Implement and maintain financial planning systems.
- Develop the annual operating budget and analyze G&A expense trends.
- Maintain the company’s long-range plan and performance model.
- Participate in cross-functional projects to enhance financial analytics.
Qualifications for the Director of Performance and FP&A:
- 7-12 years of relevant experience, including 3+ years in financial planning and analysis at a family office or investment management firm.
- Bachelor's degree in Finance and/or Accounting.
- Strong understanding of investment concepts, financial markets, and performance metrics.
- Solid analytical, problem-solving, and communication skills.
- Ability to manage multiple priorities and tight deadlines.
- Proficient in financial software systems and MS Excel; experience with data visualization tools like Power BI or Tableau is a plus.
- Detail-oriented, responsive, and team-oriented with strong interpersonal skills.
- Dependable with high integrity and the ability to handle confidential information.
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.