Senior Associate/Manager, Corporate FP&A

Audax Group • New York, NY

12h • $110,000 - $150,000 • Onsite

About The Position

This individual will play a critical cross-functional role supporting the Private Debt business, leading financial analysis and planning efforts, while working closely with the Tax team to incorporate tax considerations into reporting and ensure the business has clear, actionable tax visibility. The ideal candidate is a self-starter with expertise in both financial planning and tax, capable of managing complex data, delivering actionable insights, and driving process improvement. This position will work closely with senior leadership, including the CFO, EVP & VP of FP&A and act as a key liaison with internal stakeholders and external advisors.

Requirements

• Bachelor’s degree in accounting, Finance, Economics, or a related field; CPA, CFA, or advanced degree preferred.
• 3–6 years of experience in tax and/or FP&A, preferably in the private equity or broader financial services industry.
• Proven experience with corporate and partnership tax concepts and IRS compliance.
• Advanced Microsoft Excel skills required, and financial modeling experience strongly preferred.

Nice To Haves

• Familiarity/Nice to have with financial and reporting systems such as NetSuite, Investran, Anaplan, Concur, SQL, and Snowflake.

Responsibilities

• Support the delivery and ongoing enhancement of monthly reporting and analysis
• Analyze financial performance, including budget vs. actuals and key business drivers
• Assist with quarterly close processes, including accruals and allocations
• Develop and maintain financial models to support budgeting, forecasting, and long-term planning
• Contribute to improving operating P&L processes and reporting efficiency
• Support the implementation and optimization of financial systems and tools
• Maintain and enhance quarterly tax forecasting and estimation processes
• Develop reporting to track partner allocations over time and ensure alignment between taxable income and cash distributions
• Support process improvements through automation and best practices to enhance accuracy and efficiency

Benefits

• health insurance
• life insurance
• disability insurance
• paid time off (including sick leave, parental leave, volunteer leave, and vacation)
• charitable donation match
• family support services (including Bright Horizons and Benefit Advocate Center)
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees