Associate – Financial Planning & Analysis

Overview

• Contribute to a dynamic financial planning and analysis team within a leading financial services organization.
• Support treasury operations and risk management in a fast-paced, detail-oriented environment.
• Develop and maintain advanced financial models to forecast cash flow scenarios effectively.
• Collaborate with cross-functional teams to optimize liquidity and funding efficiency.
• Ensure compliance with internal controls and regulatory requirements in banking operations.
• Monitor and analyze key performance indicators to identify trends and opportunities.
• Engage in capital funding processes and investor relations activities for portfolio companies.
• Enhance professional growth through challenging and impactful financial projects.

Key Responsibilities & Duties

• Oversee daily cash positioning and manage debt balances for optimal liquidity.
• Build and maintain financial models for cash flow forecasting and scenario analysis.
• Support the establishment and maintenance of corporate and investment-related bank accounts.
• Manage debt obligations and reporting requirements for multiple credit facilities.
• Coordinate capital funding processes and ensure seamless execution of capital calls.
• Distribute investment proceeds to limited partners with accuracy and compliance.
• Reconcile investor capital contributions and resolve discrepancies effectively.
• Analyze key performance indicators to identify trends and areas for improvement.

Job Requirements

• Bachelor's degree in Accounting, Finance, or Economics is required.
• CPA or CFA candidacy is preferred but not mandatory.
• Minimum of 3 years of operational or financial service experience.
• Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
• Strong analytical skills and attention to detail with excellent time management abilities.
• Experience in FP&A and financial modeling is highly preferred.
• Ability to adapt to dynamic environments and manage changing priorities effectively.
• Excellent communication skills, both oral and written, for efficient collaboration.