Strategic FP&A/Financial Modeling Leader - Successful and Fast Growing PE Firm - Apply here for CT Office - Report directly into CFO

taproot executive searchFairfield County, CT

5 days ago

$175,000-300,000

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About the role

Strategic FP&A Role - Report directly into CFO and MDApply here for the CT Office (they also have a NY office)
Compensation: $175,000-300,000 (Commensurate with experience and performance)
One of the most exciting and fastest growing PE firms invested in Asset Management, Luxury and Lifestyle, Insurance, Infrastructure, and Technology and Entertainment. Seeking a strategic FP&A professional and decision maker to provide analytical depth and financial insights to support senior leadershipAbility to convert complex financial data into clear and actionable narratives for senior stakeholdersOwn the annual budgeting process and build and maintain integrated financial modelsProduce management reporting packages for the CFO, CEO and BoardServe as trusted finance partner to business unit leaders across investments, distribution and operationsSupport ad-hoc financial analyses for new product launches, M&A due diligence and strategic initiativesDrive automationREQUIREMENTS:5-10 years of FP&A, corporate finance, or financial planning experience; asset management or financial services exposure preferredAdvanced Excel and financial modeling skills (three-statement models, scenario analysis, driver-based forecasting) Mature, dedicated, reliable, and professional, with a hands-on attitude and the willingness to perform all responsibilities required for successFamiliarity with AUM-based revenue models, management fee economics, or fund-level accounting

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JOB OVERVIEW

Salary

$175,000-300,000

Experience level

Director

Location

Fairfield County, CT

Occupation

Financial Managers

Industry

Portfolio Management and Investment Advice

Posted

5 days ago

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