Financial Planning & Expense Analyst

  • Location: New York, NY, New York
  • Type: Perm (Contingency)
  • Job #30636

Compensation: $100,000-$110,000 + bonus

Location: New York, NY

Well-established, highly reputable Hedge Fund is looking for a Financial Planning and Expense Analyst to join the team. This will be a newly formed role working for and with the head of FP&A, who has re-designed the whole firm's FP&A and has built out the group. 

Highlights About the Company & Position:

  • The firm is looking to recruit an individual with financial services experience to support the expense allocation process.
  • This role will have room for a lot of growth and potentially move to other areas of the firm.
  • Work closely with Legal and Compliance in implementing the firm’s expense allocation policies
  • Prepare reports, presentations, and other documentation with attention to detail
  • Develop ad-hoc analytics and reporting for senior management
  • Collaborate with broader Finance organization, Strategy, IT, Legal, Business Management, Legal, and Compliance on firmwide initiatives


  • Bachelor’s Degree in Accounting / Finance or related field is preferred.  
  • 2+ years of experience in Financial Services or Public Accounting
  • Strong Microsoft Excel and PowerPoint skills (Pivot tables, macros,)
  • Knowledge of Tableau/Power BI or data query tools a plus.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 30636