AVP: Manager - Financial Planning & Analysis

EIG • Washington, DC

2d • Onsite

About The Position

The FP&A Manager is a key member of the corporate finance team with responsibility for managing the forecasting, budgeting, and planning process for the Firm, operational and financial analysis, developing executive presentation materials along with supporting ad hoc reporting requests. The FP&A Manager will also be responsible for providing treasury and cash management oversight, including cash flow projections, FX hedging, lender reporting and analytics. Reporting to the Corporate Controller, this position will develop an in-depth understanding of EIG’s global private equity business, its Funds and Investment strategies, which will be utilized to build a best-in-class financial planning function.

Requirements

• 5-8 years of relevant experience in an FP&A or directly related role (e.g., corporate finance, investment banking, private equity, Big 4 with an Asset Management focus).
• Advanced financial modeling skills, including significant experience with financial statements and building detailed 3-statement models.
• Commercially minded individual with strong critical thinking skills and the ability to identify the key financial implications of business decisions and incorporate this into detailed financial projections.
• Expert Excel skills and proficiency with Microsoft PowerPoint.
• Experience with covenant-based lending arrangements and the reporting of covenants.
• Familiarity and aptitude in working with financial and accounting software and BI tools.
• Self-starter with a desire to quickly learn and grow; willing and able to initiate, manage, and execute projects with minimal supervision.
• Excellent team player with strong interpersonal & communication skills (both written & verbal).
• Highly proactive, deadline driven, and detail orientated with a positive ‘can-do’ attitude.

Nice To Haves

• Experience of FP&A in an asset management firm or financial services company is preferred.
• Experience with Microsoft Dynamics Business Central and Power BI (or similar) are a plus.

Responsibilities

• Drive the quarterly forecasting process, maintain and enhance in-depth 3-statement financial models, and report financial performance to support firm-wide financial and operational goals.
• Perform variance analysis of forecast results against actual financial performance, clearly interpreting and documenting variances.
• Perform various sensitivity analysis for base case, low case and other financial projection scenarios.
• Prepare and develop quarterly Board books and ad hoc presentations including financial performance, key performance metrics and executive level explanations of variances and trends.
• Develop reporting presentations of forecast results for use by lenders, investors, ratings agencies etc.
• Develop and maintain a robust and detailed cash forecasting process.
• Partner on strategic projects and be charged with improving the efficiency of the Finance team’s use of financial models and data. Thoughtfully lay-out dashboards and reporting to drive executive insights and decision making in support of our strategic and financial plans.
• Manage treasury related matters, banking relationships and FX hedging strategies.
• Integrate projections and budgets into ERP system
• Execute ad hoc requests and facilitate financial impact analysis and sensitivities for special projects and initiatives.
• Maintain a current and evolving understanding of the firm’s corporate structure, Funds and underlying entities to understand key business drivers. Develop a deep understanding of business operations and the related financial and operating levers. Build relationships and processes with various functional groups within the Firm.
• Participate in and support funding processes such as debt refinancing’s or equity raises.
• Assist external auditors with queries and requests for information.

Benefits

• Medical coverage: Core PPO, PPO Plus, and high deductible plans available
• Dental and vision coverage
• Health Savings Account (“HSA”) and Flexible Spending Account (“FSA”)
• Company-paid Basic Life, AD&D, Short Term and Long-Term Disability coverage
• Voluntary benefits: critical illness, accident insurance, and supplemental life insurance
• 401k retirement plans and employer Safe Harbor contributions
• Paid Parental Leave
• Adoption assistance and dependent care FSA
• Infertility diagnosis and treatment benefits
• Employee Assistance Program (EAP)
• Commuter benefits
• Employee discounts and perks programs
• Travel assistance
• Employer-paid lunch in the office

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed