FP&A Analyst Job at Addition Management, New York, NY

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  • Addition Management
  • New York, NY

Job Description

Job Description

Job Description

Position:FP&A Analyst

Location:Midtown, NYC (Hybrid)

Salary:90k 115k + Bonus

Prestigious Investment Banking firm seeks an FP&A Analyst to join their Team

Responsibilities

  • Build and refine financial models for budgeting, forecasting and planning initiatives with a focus on internal equity modeling and profit & loss statement modeling
  • Support C-Suite strategic decision-making through reporting and analysis, with a focus on company-wide financial planning
  • Prepare executive reporting materials and presentations to summarize results and narrate key themes and takeaways for the Partnership and Board of Directors
  • Execute key deliverables including quarterly business reviews, annual budgeting and reporting, non-comp expense analysis and peer/industry analysis
  • Own and enhance the firms pipeline reporting processes by liaising with bankers and deal teams on a regular basis
  • Drive modernization of reporting and analytics through innovative technology platforms (DealCloud, PowerBI, AI initiatives)
  • Support various corporate initiatives through business partnering, while developing and maintaining relationships across the organization
  • Perform other ad-hoc and recurring analyses supporting the CFO and office of the COO

Qualifications

  • Bachelors degree in Finance, Business Administration or Economics
  • Approximately 1 3 years of relevant work experience
  • Experience in reading and analyzing complex financial statements
  • High level of competency in Microsoft Excel and PowerPoint
  • Experience working with PowerBI, DealCloud and/or Sage Intacct is preferred

Job Tags

Work experience placement, Work at office,

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