FP&A Associate

Bessemer Trust • Woodbridge Township, NJ

12h • Hybrid

About The Position

Bessemer Trust is seeking a highly analytical and detail-oriented Financial Planning and Analysis (“FP&A”) Revenue Associate to join the FP&A department within the Finance organization. This position offers a unique opportunity to be a key participant in the continued growth of the FP&A organization within Bessemer Trust. The ideal candidate will have strong financial modeling and analysis skills, with a particular focus on revenue modeling, long-term financial planning (5-year), board material preparation, and advanced Excel capabilities. In this role, you will be responsible for providing critical insights into revenue trends, developing financial reports, supporting long-term planning processes, and preparing key financial materials for board presentations and executive leadership reviews.

Requirements

• Bachelor's degree, with concentrations in Finance and/or Accounting.
• 2 - 5 years of relevant experience.
• Advanced proficiency in Microsoft Excel, including extensive experience with financial modeling, pivot tables, VLOOKUP, INDEX/MATCH, and VBA.
• Comfortable working independently and collaboratively in a fast-paced, dynamic environment.
• Strong communication, presentation, and interpersonal skills, with the ability to build relationships across departments.
• Ability to manage multiple priorities and tight deadlines; execute responsibilities with a sense of urgency and follow-through.

Nice To Haves

• Preferred experience in financial planning and analysis at a financial institution or private equity/venture capital firm.
• Experience with ERP systems and financial planning software is preferred (e.g., Oracle, OneStream, Hyperion, Anaplan, SAP, or similar).
• Experience with data querying using SQL and dashboarding/visualization tools (Power BI or Tableau) is a plus.
• Experience with 5-year financial planning or long-term financial forecasting preferred.

Responsibilities

• Analyze firm-wide revenue and translate results into actionable executive level insights. Regularly track and report on revenue trends, revenue drivers (markets, client flows, etc.), and key performance indicators (AUS, AUM, market returns, etc.).
• Develop and maintain financial models in Excel or FP&A software to forecast revenues across business units and subsidiaries. Ensure accurate and timely revenue forecasting in collaboration with business partners.
• Perform in-depth variance analyses, comparing actual revenues to budget, forecast, and prior periods. Provide clear explanations of significant variances to senior management.
• Support the development of the firm’s annual budget and 5-year financial plan, focusing on revenue forecasting. Build detailed models that incorporate growth strategies, market impact, organic growth impact, and other planning assumptions. Ensure alignment between long-range forecasts and strategic objectives.
• Prepare high-quality financial materials and reports for board meetings, including visually compelling slide decks, support packages, and ad-hoc analyses. Collaborate with senior leadership to ensure the clarity and accuracy of all financial information presented to the board.
• Continuously improve revenue tracking and reporting processes by developing more efficient workflows. Provide recommendations to streamline reporting, dashboarding, forecasting, and planning processes through Excel or FP&A software automation.
• Collaborate with key stakeholders in various departments and business units to gather financial data and ensure alignment on revenue forecasting. Act as a financial business partner to improve transparency and accountability.

Benefits

• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees