Director of FP&A

Petra Funds Group • New York, NY

19h • $146,000 - $219,000 • Hybrid

About The Position

As Director of FP&A at Petra Funds Group, you will play a critical role in supporting the firm’s CFO and senior leadership team, operating at the intersection of financial planning, analysis, and executive reporting. This is a high-visibility position focused on driving financial insight, ensuring data integrity, and enabling strategic decision-making across the business.

Requirements

• 6–8+ years of experience in investment banking, management consulting, FP&A, or strategic finance
• Strong financial modeling and analytical skills, including forecasting, budgeting, and scenario analysis
• Experience building executive-level presentations (e.g., board decks, leadership updates)
• Advanced proficiency in Excel and PowerPoint
• Strong attention to detail, particularly in data validation and reconciliation
• Ability to synthesize complex data into clear, actionable insights
• Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams

Responsibilities

• Leading financial planning & analysis, including budgeting, forecasting (revenue and EBITDA), and variance analysis
• Developing and maintaining financial models to support strategic decision-making
• Preparing and delivering board and executive-level reporting materials, including financial decks and performance narratives
• Conducting contribution margin and unit economics analysis to inform business performance
• Partnering cross-functionally to reconcile data across systems (e.g., Salesforce, finance platforms, engagement letters) and ensure reporting accuracy
• Driving ad hoc financial analysis and strategic projects for executive leadership
• Contributing to corporate strategy initiatives, including potential exposure to M&A and corporate development activities

Benefits

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan.
• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
• Flexible paid time off to recharge, travel, or take care of what matters most.
• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
• Hybrid work environment that offers flexibility and supports work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 101-250 employees