FP&A Associate

Position Information Hiring Manager: Associate Director, Financial Planning & Analysis Department: Strategic Accounting & Finance Department Overview The Strategic Accounting & Finance (“SAF”) Department is responsible for the financial reporting, forecasting and analytics of the Management Companies at Golub Capital. Its goal is to provide reliable and timely information enhancing the financial situational awareness of Firm leadership. The SAF Department liaises with and supports multiple departments to meet Golub Capital’s overall financial needs. The SAF Department manages critical financial functions such as cash management, maintaining accounting records and reporting according to U.S. GAAP, firmwide compensation, budgeting and variance analysis, communicating financial performance to Firm leadership and interacting with Internal Accounting. Position Responsibilities The Associate, Financial Planning & Analysis (“FP&A”) will help prepare a variety of financial reporting for the Management Company Accounting Team in the New York office. This role requires a professional, dependable and energetic individual with excellent attention to detail and the ability to handle several projects simultaneously to meet tight deadlines. Responsibilities Include Assisting with the preparation of forecasts and budgets along with reporting and tracking for the following key areas: Management Companies lines of business capital under management product P&L reports Providing department leaders with monthly spend vs. budget Utilizing Workday to forecast expenses based on cost center and business line Preparing management and external reports and deliverables Performing fluctuation analyses between forecast, prior period and actual results Assisting with monthly general ledger closes, including ownership of the expense allocation process Assisting with enhancing and improving existing reports and processes Completing special projects as directed by the CFO and other leaders within the SAF Team Candidate Requirements Bachelor's Degree in Accounting or Finance is required 2+ years of relevant accounting or FP&A experience Proficiency in Excel and PowerPoint is required Experience with Workday and OfficeConnect is a plus Meticulous attention to detail and accuracy Desire to analyze and manage large sets of data Technologically savvy with a base understanding of how accounting systems work High level of intellectual curiosity with a desire to develop and implement innovative solutions to complex business challenges Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. Department-Specific Competencies Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people. Compliance: Ensures compliance with laws and regulations related to tax and accounting. Stays current on legislative and regulatory changes and implements practices to stay compliant. Financial Analysis: Leverages financial policies, accounting principles, technology and other financial analytics and metrics to ensure compliance and generate insights. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Compensation and Benefits For New York Only: It is expected that the base salary range for this position will be $115,000 to $135,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. #J-18808-Ljbffr Golub Capital