Senior FP&A Analyst – New York, NY

Gen II Fund Services seeks a Sr. Financial Planning (FP&A) Analyst. The role will report to the Manager, Financial Planning and Analysis and support the management reporting framework, business reporting requirements, business transaction support, and financial analysis. The successful candidate will possess structure, attention to detail, quality focus, high energy and flexibility in a high-paced deadline driven organization. This individual will routinely engage with the senior leadership and collaborate with business functional partners. The role and responsibilities will require confidentiality, initiative, sound decision-making, and independent judgment.

Primary Responsibilities Will Include:

  • Preparation of monthly and quarterly FP&A reporting deliverables
  • Assist with management reporting framework and key reporting metrics
  • Develop and highlight performance across business segments
  • Build out dashboards to monitor business results and provide actionable insights
  • Assist with the creation of board-level presentations for Senior Management
  • Support long-range, quarterly, and monthly financial planning processes
  • Review and enhance documentation of FP&A processes
  • Engage with and build communication with business functional partners
  • Assist with ad-hoc reporting on strategic projects

Job Requirements, Skills, Education and Experience:

  • Bachelor’s Degree in Finance, or equivalent discipline
  • 2-4 years experience
  • Previous FP&A experience a plus
  • Ability to manipulate and model large volumes of data and interpret results
  • Advanced proficiency level in Excel (advanced formulas; pivot tables; modeling, etc.)
  • Experience with analytical and client relationship management tools is a plus
  • Ability to handle multiple projects simultaneously
  • Comfortable working in a fast-paced environment
  • Excellent communication and analytical skills
  • Ability to interact with all levels and functions within the organization

The salary range for this position is $80,000-$115,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.