Job Overview – FP&A Analyst:
Compensation: $95,000 – $125,000/year + bonus
Location: Stamford, CT
Schedule: Monday to Friday (In-Office)
Atlantic Group is hiring an FP&A Analyst in Stamford, CT with our client. This in-office role oversees driver-based forecasting, financial modeling, KPI dashboards, cash flow analysis, and board-level reporting. You will support SEC-related analytics, SOX controls, budgeting, investor reporting, and data automation. Strong Excel and Power BI skills, investment management FP&A experience, and familiarity with GAAP, SOX governance, and tools like Power Query and Copilot are strongly preferred.
Responsibilities as the FP&A Analyst:
- Forecasting & Modeling: Own driver-based forecasts for P&L, cash flow, and KPIs while aligning models to actual results and supporting scenario and sensitivity analyses.
- Cash Flow & Liquidity Management: Maintain short-term cash flow forecasts, document assumptions, assess liquidity needs, and analyze variance drivers.
- Reporting & Executive Support: Produce board-ready decks, KPI reporting, budget vs. actual analyses, and presentation materials for senior leadership and SEC-related discussions.
- Data Automation & Controls: Build and enhance Power BI dashboards, drive reporting automation, maintain tie-out workpapers, and support SOX model governance and audit readiness.
- Portfolio, Budgeting & Support: Analyze portfolio performance, support budgeting and reforecasting cycles, maintain GP economics reporting, and deliver ad-hoc financial and strategic analysis.
Qualifications for the FP&A Analyst:
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- Experience: 2-5 years in FP&A or financial analysis, ideally within investment management or financial services with strong modeling and forecasting exposure.
- Technical Skills: Advanced Excel, Power Query, Power BI, and PowerPoint, with experience using Microsoft Copilot or other agentic AI tools preferred.
- Industry Knowledge: Familiarity with GAAP, public-company reporting cycles, SOX model governance, KPI and driver-based frameworks, and working with external advisors.
- Skills & Attributes: Strong analytical and modeling skills with high attention to detail, a proactive mindset, and excellent communication abilities.
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.