Senior Associate, FP&A
Hoxton Circle•Stamford, CT
•Hybrid
About The Position
We're partnering with an established investment firm that builds and grows businesses across a diverse set of industries, combining capital, operational expertise, and technology to drive long-term value, on a search for a Senior Associate to join its corporate FP&A team. Reporting to the Head of FP&A, you'll take ownership of budgeting, forecasting, variance analysis, modeling, and reporting for a defined set of internal entities, while contributing to process improvement and technology initiatives across the team.
Requirements
- 5-8 years of progressive experience in FP&A, corporate finance, investment banking, private equity, or Big 4 advisory; candidates coming from large, complex, multi-entity corporate environments with global exposure are also a strong fit
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Hands-on experience independently building and maintaining complex 3-statement models, with advanced Excel skills
- Exposure to modern CPM or ERP platforms (such as OneStream, Workday Adaptive, or Microsoft Dynamics 365), and a genuine interest in using technology and AI to improve finance workflows
- A track record of owning deliverables end to end with a high degree of independence, and presenting confidently to business stakeholders
Nice To Haves
- CPA or MBA a plus
- Experience within financial services, private equity-backed, or multi-entity environments is strongly preferred
Responsibilities
- Own budgeting, forecasting, and variance analysis for a defined set of internal entities, including monthly, quarterly, and annual reporting cycles
- Build and maintain 3-statement financial models (P&L, balance sheet, cash flow) with a high bar for accuracy and auditability
- Prepare executive reporting packages and management dashboards that turn financial data into clear, decision-ready narratives for senior leadership
- Support the annual operating plan process, gathering inputs and preparing consolidations in close partnership with the FP&A team
- Contribute to a multi-year strategic planning process, building financial projections, scenario analyses, and sensitivity models
- Partner directly with department heads on financial analyses that inform operational and investment decisions, and present findings to senior leadership
- Own planning and reporting within the team's CPM platform, while actively applying AI tools and automation to improve how the team works day to day
- Build reporting and visualizations using tools like Power BI or Tableau, and contribute as a knowledgeable participant in broader ERP and finance transformation initiatives underway
- Collaborate closely with Accounting on month-end close, intercompany reconciliations, and GL integrity, ensuring GAAP compliance throughout
Benefits
- strong medical coverage
- a 401(k) match
- an annual professional development budget
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What This Job Offers
Job Type
Full-time
Career Level
Senior
