FPA Analyst

Job Title: FP&A Analyst/Associate (2-3 Years of Experience)

Location: New York, NY

A leading global private equity firm managing over $50 billion in assets. We invest in a diverse range of industries and work closely with our portfolio companies to drive growth and create long-term value. We are seeking a highly motivated and detail-oriented FP&A Associate to join our dynamic team and contribute to the continued success of our firm.

Role Overview:

As an FP&A Associate, you will be an integral part of the finance team, responsible for supporting financial planning, analysis, and reporting across the firm and portfolio companies. You will collaborate closely with senior leadership, providing valuable insights and helping to drive data-driven decision-making.

Key Responsibilities:

• Assist in the preparation of the firm’s quarterly and annual budgets, forecasts, and financial reports.

• Analyze financial performance and variances, highlighting key trends, opportunities, and risks.

• Support the preparation of monthly, quarterly, and annual management reports for senior stakeholders.

• Develop and maintain financial models to support investment evaluation, portfolio monitoring, and performance reporting.

• Provide analysis and recommendations on cost optimization and operational efficiencies.

• Collaborate with internal teams and portfolio companies to gather and analyze financial data.

• Monitor and track performance metrics across the firm’s investments.

• Assist with ad-hoc financial analyses and projects as required by senior leadership.

• Ensure the accuracy and integrity of financial data across all reporting systems.

Qualifications:

• 2-4 years of experience in financial planning & analysis (FP&A), investment banking, private equity, or management consulting.

• Strong proficiency in financial modeling, forecasting, and budgeting.

• Advanced Excel skills; familiarity with financial software (e.g., Adaptive Insights, NetSuite, etc.) is a plus.

• Strong analytical skills and attention to detail.

• Ability to work independently and manage multiple priorities in a fast-paced environment.

• Excellent communication skills, both written and verbal.

• A degree in Finance, Accounting, Economics, or a related field (CFA, MBA, or similar is a plus).

• Prior experience in private equity or financial services is preferred but not required.

What We Offer:

• Competitive compensation package and performance-based bonuses.

• Opportunity to work with a high-caliber team in a fast-paced, growth-oriented environment.

• Exposure to senior leadership and strategic decision-making.

• Comprehensive benefits package, including health, dental, and vision insurance, retirement plans, and more.

• A culture of collaboration, innovation, and continuous development.