Senior Strategic FP&A Professional

Key Responsibilities: Maintain and enhance operating and fund models to support business forecasts, financial projections, and cash flow analysis across investment products. Partner with investment teams on fund modeling, portfolio management reporting, and ad hoc requests. Prepare monthly, quarterly, and annual financial results and presentation materials for senior leadership. Support the assets under management reporting process. Develop financial analyses to inform strategic decisions and business planning. Collaborate with investor relations on new product development. Support technology initiatives and improvements to financial reporting and analytical processes. Execute special finance projects based on senior leadership priorities.

Qualifications: 10+ years of relevant professional experience. Bachelor’s degree required; Finance or Accounting preferred. Investment banking or FP&A experience preferred. Private credit experience preferred. Exceptional financial modeling skills and strong analytical capabilities. Strong attention to detail, organization, and time management. Ability to manage multiple projects in a dynamic environment. Excellent written and verbal communication skills, with the ability to present financial information clearly. A proactive, collaborative approach, sound judgment, and strong professional integrity. This is an opportunity for an experienced finance professional to contribute to strategic decisions and financial planning across a leading credit and insurance investment platform.