Position Overview

The Senior Analyst – FP&A is a key analytical resource within BH’s FP&A team. This role owns expense planning, variance analysis, and Workday Adaptive model integrity, while serving as the day-to-day business partner to functional department heads. The role will work directly with the Director of Finance at BH and interface regularly with the Pretium FP&A team.

Core Responsibilities

Expense Planning & Variance Analysis

• Own the detailed monthly and quarterly expense variance analysis across all operating cost categories (compensation, G&A, corporate overhead, shared services allocations).

• Develop structured, driver-based expense commentary that clearly distinguishes timing variances from structural shifts.

• Prepare Pretium-ready expense bridges for monthly and quarterly reporting packages.

Workday Adaptive Planning Ownership

• Serve as the primary functional owner of BH’s Workday Adaptive Planning environment.

• Build, maintain, and improve driver-based compensation and non-compensation expense models, including tech vendor expense tracking, budget templates and rolling forecast (3+9, 8+4) structures.

• Ensure model integrity across dimensions (department, cost center, FRE vs. non-FRE treatment) and manage version control through planning cycles.

• Partner with the FP&A Automation & Reporting functions to ensure Adaptive data flows correctly into downstream reporting.

Budget & Reforecast Execution

• Apply a driver-based modeling discipline throughout — ensuring every budget, reforecast, and actuals comparison is structured so variances can be explained by underlying business drivers rather than line-item deltas.

• Lead the expense build for annual operating plan and reforecast cycles — from template setup through final submission.

• Coordinate with HR, department heads, and corporate services to gather accurate headcount and non-compensation assumptions.

• Maintain compensation walk documentation (budget vs. forecast vs. actuals) at the employee and position level.

Business Partnering & Ad Hoc Support

• Act as a key FP&A contact for BH functional leaders and the Pretium finance team — translating operational activity into timely, well-supported financial analysis.

• Respond to ad hoc expense questions in a timely manner with clear, well-supported analysis.

• Support client profitability analysis, cost allocation reviews, strategic planning, and special projects as assigned by the Director of Finance.

FRE Reporting Support

• Ensure expense line items are correctly classified under BH’s FRE definition (GAAP vs. management basis; FRE vs. non-FRE accounts).

• Flag new or reclassified GL accounts for treatment review and coordinate updates to Workday Adaptive

• Support monthly FRE reporting package preparation in advance of Pretium deliverable deadlines.

Key Performance Metrics

• Quality, accuracy, and timeliness of monthly expense variance commentary.

• Workday Adaptive model reliability across budget and reforecast cycles.

• Responsiveness and accuracy on expense and other inquiries.

• Reduction in manual rework through improved Adaptive model structure and process documentation.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; MBA a plus.

• 3–7 years of FP&A or corporate finance experience, with a meaningful portion in an expense-ownership or cost-center finance role.

• 2+ years of hands-on Workday Adaptive Planning experience strongly preferred — including model building, version management, and planning cycle execution.

• Strong command of Excel (dynamic arrays, structured tables, cross-sheet modeling); experience with NetSuite or comparable ERP a plus.

• Excellent written communication — able to translate line-item data into concise, executive-ready narrative.

• Comfortable operating in a lean team environment with high ownership and fast turnaround expectations.

Preferred Qualifications

• Familiarity with FRE (Fee-Related Earnings) as a performance metric in an alternative asset management context.

• Experience in property management, real estate private equity, or fee-based asset management platforms.

• Experience supporting PE-owned company reporting to a sponsor/GP FP&A team.

• CFA® charterholder or CPA license (or progress toward) is a plus.