Senior Vice President, Head of Financial Planning & Analysis

New York, United StatesOn-site

Responsibilities

Oversee quarterly re-forecasts of the budget.
Prepare the monthly performance deck with Budget vs Actual commentary and analysis.
Forecast fund-level performance, including IRRs, carried interest, and management fee projections.
Review quarterly business segment performance against the budget.
Collaborate with the accounting team to understand financial trends (actuals vs. budget), perform variance analysis, and handle other financial reporting projects.
Conduct ad-hoc analysis as needed for ongoing business requirements.
Lead and mentor a team of three FP&A professionals, encouraging professional development and a strong team culture.
Improve and update procedures, tools, and systems as required by business growth.
Coordinate with department heads and the executive committee on key strategic growth initiatives.
Improve the expense monitoring process.

The role requires a strong combination of critical thinking, analytical expertise, leadership skills, and deep knowledge of private credit and asset management dynamics.
Qualifications Bachelor’s degree in accounting, finance, business or related discipline 15+ years of progressive finance experience, with at least 7–10 years in FP&A leadership roles.
CPA, CFA, or MBA preferred Deep
experience in the financial services industry with expertise in asset management Proven track record of partnering with senior executives and influencing strategic decisions.
Skills Strong communication and presentation skills, with the ability to convey insights to executive and Board-level stakeholders.
Attention to detail, proactive and willing to analyze additional layers of information needed to master subject area at hand
Experience using financial modeling software, such as OneStream, preferred but not required. Demonstrated knowledge in financial modeling including
Competencies Ability to collaborate effectively with colleagues and contribute to group goals.
The Fine Print Must have unrestricted authorization to work in the United States.