Senior Financial Planning Analyst

Job Description

FP&A Associate | Global Investment Management Firm

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Location: New York, NY (Midtown)

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Schedule: Hybrid – 4 days in office, Fridays remote

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Compensation: $110,000–$120,000 base + bonus

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About the Opportunity

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We are partnering with a leading global investment management firm seeking a high-performing FP&A Associate to join its growing finance team.

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This is an excellent opportunity for a Big 4 auditor with 2–4 years of experience looking to transition into a dedicated FP&A role within the investment management industry.

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The position sits within a lean, highly collaborative team led by a former Big 4 professional and offers direct exposure to senior leadership, strong mentorship, and significant long-term growth potential.

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Key Responsibilities

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• Support budgeting, forecasting, and long-range financial planning.
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• Develop financial models, scenario analyses, and profitability assessments.
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• Analyze financial performance, identify key business drivers, and provide actionable insights.
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• Prepare management reporting packages, financial presentations, and executive-level analyses.
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• Partner with Accounting and Finance teams to evaluate financial results and support strategic initiatives.
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• Assist with capital planning, corporate finance projects, and ad hoc financial analysis.
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• Identify opportunities to improve financial reporting, forecasting, and analytical processes.
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Qualifications

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• Bachelor's degree in Accounting, Finance, or a related field.
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• 2–4 years of experience in Big 4 audit or advisory.
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• Experience auditing Asset Management, Private Equity, Hedge Funds, or Investment Management clients strongly preferred.
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• Strong understanding of financial statements, accounting principles, and financial analysis.
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• Advanced Excel skills and strong analytical capabilities.
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• Excellent communication skills, attention to detail, and ability to work independently.
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• Demonstrated interest in transitioning into FP&A and developing a long-term career in finance.
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Why This Opportunity?

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• Transition directly from Big 4 into a 100% FP&A position .
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• Join a globally recognized investment management organization.
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• Work closely with an experienced FP&A Director with a Big 4 background.
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• Gain meaningful exposure to strategic planning and senior-level decision-making.
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• Join a lean, growing team with strong mentorship and advancement opportunities.
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• Competitive compensation, bonus, and comprehensive benefits.
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If you're a high-performing Big 4 auditor looking to make the move into FP&A, we'd love to connect!