Managing Director, Financial Planning & Analysis

Managing Director, Head Of Financial Planning & Analysis

The Managing Director, Head of Financial Planning & Analysis is a critical part of Antares. They will report to the MD, Legal Entity Controller.

The MD's primary role is to lead the FP&A function for the organization, being responsible for financial forecasting, budgeting, long-term planning, fund performance, segment reporting, and expense monitoring. This SVP will act as a strategic partner to the CFO, executive committee, business unit heads, and the Company's owners providing actionable insights to drive growth, profitability, and operational efficiency. The role requires a strong combination of critical thinking, analytical expertise, leadership skills, and deep knowledge of private credit and asset management dynamics. Our ideal candidate is independent, motivated, detail-orientated, and able to analyze data and convey results effectively.

Responsibilities

• Manage the annual budget and long-term financial strategy, including presentations at annual board meetings.
• Oversee quarterly re-forecasts of the budget.
• Prepare the monthly performance deck with Budget vs Actual commentary and analysis.
• Forecast fund-level performance, including IRRs, carried interest, and management fee projections.
• Review quarterly business segment performance against the budget.
• Collaborate with the accounting team to understand financial trends (actuals vs. budget), perform variance analysis, and handle other financial reporting projects.
• Conduct ad-hoc analysis as needed for ongoing business requirements.
• Lead and mentor a team of three FP&A professionals, encouraging professional development and a strong team culture.
• Improve and update procedures, tools, and systems as required by business growth.
• Coordinate with department heads and the executive committee on key strategic growth initiatives.
• Improve the expense monitoring process.

Qualifications

• Bachelor's degree in accounting, finance, business or related discipline
• 15+ years of progressive finance experience, with at least 7–10 years in FP&A leadership roles.
• CPA, CFA, or MBA preferred
• Deep experience in the financial services industry with expertise in asset management
• Proven track record of partnering with senior executives and influencing strategic decisions.

Skills

• Strong communication and presentation skills, with the ability to convey insights to executive and Board-level stakeholders.
• Attention to detail, proactive and willing to analyze additional layers of information needed to master subject area at hand
• Experience using financial modeling software, such as OneStream, preferred but not required.
• Demonstrated knowledge in financial modeling including experience building models from scratch and leveraging technology.
• Excellent analytical, project management, communication, interpersonal and collaboration skills.

Competencies

• Ability to collaborate effectively with colleagues and contribute to group goals.
• Demonstrating reliability, accountability, and commitment to tasks.
• Understanding business dynamics, market trends, and industry insights.
• Making informed choices based on available information.
• Effective verbal and written communication skills.
• Guiding and motivating others to achieve common objectives.
• Upholding ethical standards and integrity in all interactions.
• Analyzing challenges and finding practical solutions.
• Flexibility in adjusting to changing circumstances.
• Efficiently coordinating and prioritizing tasks.
• Evaluating data and drawing meaningful conclusions.
• Strong command of relevant software, tools, or technologies.
• Successfully planning, executing, and monitoring projects.
• Understanding and managing emotions in oneself and others.
• You get things done and consistently deliver high-quality work in a fast-paced environment.
• You clearly articulate viewpoints verbally and in writing, encouraging confidence when sharing and presenting information.

The Fine Print

• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check.
• Must be willing to work from the New York office.

Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

Base Salary Range

$220,000 - $260,000