Senior Strategic FP&A Professional

Senior Strategic FP&A Professional – Credit & Insurance

Coda Search is partnering with a leading global alternative asset manager to hire a senior finance professional for its Credit & Insurance Strategic Financial Planning and Analysis team.

This role offers broad exposure to financial planning, fund modeling, and strategic initiatives across a diversified credit platform. The successful candidate will work closely with investment teams, investor relations, and senior leadership to deliver forecasts, analyze financial performance, and support new product development.

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.