Manager FP&A

Gen II Fund Services LLC

$110K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance or equivalent discipline
  • 7-10 years of FP&A experience
  • Advanced proficiency in Excel including complex formulas and data modeling
  • Ability to analyze and manage large data sets
  • Experience in Private Equity or PE-backed companies is highly desirable
  • Strong communication and analytical skills
  • Experience with client relationship management tools is a plus

Responsibilities

  • Prepare monthly and quarterly FP&A reporting deliverables
  • Assist with management reporting framework and key metrics
  • Develop insights on performance across business segments
  • Build dashboards to monitor business results effectively
  • Create board-level presentations for Senior Management
  • Support financial planning processes on a long-range, quarterly, and monthly basis
  • Review and enhance FP&A process documentation

Benefits

  • Discretionary bonus based on performance
  • Comprehensive benefits package
  • Hybrid work arrangement (3 days in-office, 2 days remote)
  • Engagement with senior leadership
  • Opportunities for professional development
Full Job Description
Manager FP&A

Position Overview

Gen II Fund Services seeks an FP&A manager. The role will report to the Global Head of Financial Planning and Analysis and support the management reporting framework, business reporting requirements, business transaction support, and financial analysis. The successful candidate will possess structure, attention to detail, quality focus, high energy and flexibility in a high-paced deadline driven organization. This individual will routinely engage with the senior leadership and collaborate with business functional partners. The role and responsibilities will require confidentiality, initiative, sound decision-making, and independent judgment.

Primary Responsibilities Will Include:
  • Preparation of monthly and quarterly FP&A reporting deliverables
  • Assist with management reporting framework and key reporting metrics.
  • Develop and highlight performance across business segments.
  • Build out dashboards to monitor business results and provide actionable insights.
  • Assist with the creation of board-level presentations for Senior Management
  • Support long-range, quarterly, and monthly financial planning processes.
  • Review and enhance documentation of FP&A processes.
  • Engage with and build communication with business functional partners.
  • Assist with ad hoc reporting on strategic projects.

Job Requirements, Skills, Education and Experience:
  • Bachelor's Degree in Finance, or equivalent discipline.
  • 7-10 years' experience with FP&A.
  • Ability to manipulate and model large volumes of data and interpret results.
  • Advanced proficiency level in Excel (advanced formulas; pivot tables; modeling, etc.)
  • Experience with analytical and client relationship management tools is a plus.
  • Experience in Private Equity or PE backed companies is highly desirable.
  • Ability to handle multiple projects simultaneously.
  • Comfortable working in a fast-paced environment.
  • Excellent communication and analytical skills.
  • Ability to interact with all levels and functions within the organization.


The salary range for this position is $110,000 - $180,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate's experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

https://gen2fund.com/candidate-privacy-statement/

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