About this opportunity
Taproot Executive Search lists this Strategic FP&A/Financial Modeling Leader - Successful and Fast Growing PE Firm - Apply here for CT Office - Report directly into CFO opportunity in fairfield county, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Strategic FP&A Role - Report directly into CFO and MD
Apply here for the CT Office (they also have a NY office)
Compensation: $175,000-300,000 (Commensurate with experience and performance)
One of the most exciting and fastest growing PE firms invested in Asset Management, Luxury and Lifestyle, Insurance, Infrastructure, and Technology and Entertainment. Seeking a strategic FP&A professional and decision maker to provide analytical depth and financial insights to support senior leadership
Ability to convert complex financial data into clear and actionable narratives for senior stakeholders
Own the annual budgeting process and build and maintain integrated financial models
Produce management reporting packages for the CFO, CEO and Board
Serve as trusted finance partner to business unit leaders across investments, distribution and operations
Support ad-hoc financial analyses for new product launches, M&A due diligence and strategic initiatives
Drive automation
REQUIREMENTS:
5-10 years of FP&A, corporate finance, or financial planning experience; asset management or financial services exposure preferred
Advanced Excel and financial modeling skills (three-statement models, scenario analysis, driver-based forecasting)
Mature, dedicated, reliable, and professional, with a hands-on attitude and the willingness to perform all responsibilities required for success
Familiarity with AUM-based revenue models, management fee economics, or fund-level accounting
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.