Senior Associate, FP&A
About The Position
We are seeking a highly skilled and detail-oriented Senior Associate to join our FP&A team. The ideal candidate will bring strong financial modeling and analytical expertise, with experience supporting budgeting, forecasting, and executive-level reporting in a complex corporate environment, preferably private equity. This role is critical to delivering accurate, timely, and insightful financial analysis that supports management decision-making and firm-wide planning. Strong analytical judgment and clear verbal communication skills are essential for success in Vista’s fast-paced and growing environment. This role will be based in our San Francisco office in a hyrbid capacity.
Requirements
- Bachelor’s degree or higher in Accounting, Finance, or related field.
- 4–7 years of experience in FP&A, strategic finance, investment banking, private equity, or asset management
- Demonstrated experience in financial modeling and quantitative analysis
- Strong accounting and analytical skills with advanced proficiency in Excel and financial systems
- Highly detail-oriented, self-motivated, and able to operate effectively in a fast-paced environment
- Strong sense of ownership with the initiative to drive high-quality outcomes
- Excellent interpersonal, written, and verbal communication skills
- Strong problem-solving abilities and analytical judgment
- Collaborative team player with the ability to coordinate across multiple business functions
Nice To Haves
- Experience in alternative asset management and management company preferred.
Responsibilities
- Support annual budgeting, quarterly reforecasting, and long-range planning across the Management Company and Value Creation Team
- Build and maintain dynamic, driver-based Excel models supporting P&L forecasting, variance analysis, headcount, vendor and project-based reporting, and scenario analysis
- Partner in the development and refinement of allocation methodologies to improve accuracy and transparency of financial reporting
- Analyze large, complex datasets at both macro and micro levels to generate insights that inform strategic decision-making
- Translate complex financial analyses into clear, polished PowerPoint presentations for senior leadership, ensuring full accuracy, consistency, and reconciliation with underlying Excel models
- Prepare and deliver quarterly financial reporting packages and deep-dive analyses for functional business units (e.g., IT, HR, Legal)
- Act as a subject matter expert and provide ongoing support to leadership team in developing quarterly forecasts and annual budgets
- Partner with Finance Tech team to help build scalable planning and reporting infrastructure across Excel, Sigma, and Power BI
- Improve documentation, model hygiene, version control, and overall FP&A process discipline
- Identify process gaps and propose practical solutions to improve efficiency and data integrity
- Support standardization of FP&A templates, models, and reporting processes
- Partner closely with accounting on actuals, accruals, and amortization mechanics
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
