Financial Analyst - Alternative Investments - $100k-$120k base plus bonus - Daley and Associates

Financial Analyst - Alternative Investments - $100k-$120k base plus bonus 

A well-established alternative investment firm is seeking an experienced financial planning and analysis professional to join their FP&A team as a Financial Analyst. This role will be responsible for overseeing the day to day operational analysis, building of models, tracking and forecasts of assets under management, and providing monthly financial performance reports. This role will report directly to the Head of FP&A. This is a hybrid opportunity.

Responsibilities include but are not limited to: 

• Implementation and maintenance of Workday Adaptive Planning software

• Identify automation opportunities in financial reporting

• Perform operational analysis, build/maintain operational models to analyze current and past trends in key performance indicators

• Provide monthly financial forecasts and financial reporting with accurate and timely information

• Track and forecast assets under management for multiple product lines and the associated revenue

• Analyze expense trends and update forecasts accordingly

Qualifications:   

• Undergraduate degree in finance, accounting, economics or related field

• 2-4 years of relevant FP&A experience working with multiple business lines

• Strong analytical skills, both quantitative and qualitative is a MUST

• Mastery of Microsoft Excel, experience with Microsoft PowerPoint

• Experience with Workday Adaptive Planning, Oracle Hyperion Planning, NetSuite Planning and Budgeting, and/or other similar planning software a plus

If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at tfitzgerald@daleyaa.com.  

 

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