Senior Associate, Financial Planning & Analysis

We need to output HTML fragment with sections: About the role? The posting includes description about company culture, mission, etc. That could be "About the role" or maybe "About the company". The instructions: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have content for: About the role (maybe description of team, purpose). Responsibilities (list). Qualifications (education/certification, experience). Skills? Could be separate but we can combine into Qualifications or Skills. Benefits: there is robust benefits description. Pay: salary range given. Schedule: not mentioned, so omit. Also we have Reporting Relationships (maybe not needed). We should not repeat job title. No Job ID. Remove boilerplate like EEO etc. There's none. Also remove application instructions (deadline etc). We'll keep substantive info. We need to preserve all substantive info, not invent or summarize away detail. So we need to include details like team location, core values, purpose, etc. In About the role section we can include paragraph about company culture, mission, team composition, etc. Responsibilities: list from "Primary Functions And Essential Responsibilities". We'll put each bullet as

. Qualifications: include Education/Certification, Experience Required, General Requirements. Could be separate sub-sections? But we only have headings allowed: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. "Requirements" maybe similar to Qualifications. We could put Education/Certification under Qualifications, Experience under Requirements, General Requirements under Skills? But better to follow typical: Qualifications (education), Requirements (experience), Skills (technical). However we must not create sections with filler. We have content for each. Let's map: - About the role: company overview, mission, values, team description. - Responsibilities: list of duties. - Requirements: maybe "Experience Required" and "General Requirements" (problem solving, communication, etc). Could combine. - Qualifications: Education/Certification. - Skills: maybe technical skills like Excel, Anaplan, Power BI, AI tools, SQL, etc. - Benefits: benefits description. - Pay: salary range. We must not include Schedule. We need to ensure we don't repeat content. Let's extract. About the role content: "Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Ares Management is seeking a highly motivated and detail-oriented Senior Associate to join the Credit Financial Planning & Analysis team. The Credit Financial Planning & Analysis team currently consists of five members in Boston, New York, Los Angeles and Mumbai and works in a very team-oriented environment as a part of the firm’s larger Finance organization. The team is responsible for various projection models, fund forecasting and other corporate finance functions, and works closely with numerous groups across the organization, including Credit investment professionals and senior management as well as investor relations, fund accounting, business operations, portfolio management and technology teams. The ideal candidate would have a fundamental understanding of alternative investing and/or private credit and would demonstrate an aptitude in financial modeling and forecasting solutions. The candidate would also partner closely with our technology team to support automation, AI integration and data analytics initiatives and would display capability and passion for automation and technological data. The role requires a dynamic, adaptive, experienced hands-on professional to ensure best practices in a fast-paced, rapidly changing environment." We can keep that as paragraph(s). Might be long but okay. Responsibilities list: from "Primary Functions And Essential Responsibilities" bullet list: - Building and maintaining fund projection models for public and non-private regulated funds such as Business Development Companies and Interval Funds - Preparing and assisting with various scenario and/or sensitivity analyses and ad hoc business requests before presentation of this data to senior management to assist in corporate strategy - Managing various automation initiatives of forecast projection models with a focus on Anaplan or similar enterprise modeling software while incorporating best practices around AI and data technology - Supporting the implementation of new systems and processes, including data collection, testing, analysis, presentation and supporting the roll out - Coordinating with other teams such as fund accounting, investor relations, Credit investment professionals, portfolio management and/or business operations to gather and update key inputs for fund models on a timely basis - Organizing presentations and other data requests for lenders, investors and rating agencies while assisting with fund capital formation and balance sheet management - Assisting in reporting to internal stakeholders by creating presentations or data-driven dashboards that provide thoughtful analysis and identify required action items - The Senior Associate will also provide a fresh mindset and an ability to lead, manage, motivate, and inspire the FP&A team to effectively embrace and drive objectives, visions, and goals. We'll put each as

. Requirements: maybe combine "Experience Required" and "General Requirements". Experience Required bullet list: - Minimum of 4-6 years of relevant work experience in Finance and/or FP&A with strong interest or experience in data science, automation and/or technology - Background in financial services, alternative investing and/or private credit a plus - Experience may include time spent at an alternative investment manager, financial institution or bank, rating agency, accounting or advisory firm - Strong Excel skills in financial modeling with a willingness to learn new systems to continuously improve and increase automation - Prior experience with Anaplan or similar modeling software tools a plus - Proficiency in Power BI and/or other analytical tools a plus - Experience and passion for using AI tools (Copilot, ChatGPT, Claude at minimum) to drive efficiencies a plus General Requirements bullet list: - General understanding of fund financial statements and projection models - Interest in designing, building, and maintaining complex, dynamic models that drive decision-making - Exceptional problem solving and analytical skills with an ability to translate business requirements and ad-hoc requests into scalable, efficient modeling solutions that provide actionable insights - Strong ability to communicate, both through written communication and/or presentations and then verbally during meetings to relay this information to leadership - Ability to develop and maintain relationships across various parts of the organization with stakeholders across all levels, both internally and externally - Attention to detail, accuracy and deadlines; must be organized and able to successfully manage multiple priorities and competing demands - Experience building, maintaining, or working with relationship, hierarchical, SQL or databases a plus - A self-directed individual with a can-do attitude, willing to work in an energetic, collaborative, and fast-paced environment, proactive in nature, and a proven ability to resolve issues with minimal supervision - A solutions-oriented individual that will take pride in their work and connect it to the bigger picture We could put these under Requirements heading. Qualifications: Education/Certification: - Bachelor's Degree in a Business-related field such as Finance, Accounting, Financial Engineering, Data Science or Economics from a top academic institution - MBA or Graduate Degree a plus, but not required - CFA and/or CPA license a plus, but not required Skills: maybe we can include technical skills like Excel, Anaplan, Power BI, AI tools, SQL etc. But those already appear in Experience Required. Could move them to Skills. However we must not duplicate content. We could keep them under Requirements and not have Skills section. But we need to decide if we want Skills section. The instruction: prefer a few substantive sections over many thin ones. So maybe we combine Education/Certification and Experience into Qualifications, and put Skills separate for technical abilities. But we have a lot of content; we could have Qualifications (education), Requirements (experience + general), Skills (technical). That seems reasonable. Let's extract technical skills: Strong Excel skills in financial modeling, willingness to learn new systems, prior experience with Anaplan or similar modeling software tools a plus, proficiency in Power BI and/or other analytical tools a plus, experience and passion for using AI tools (Copilot, ChatGPT, Claude at minimum) to drive efficiencies a plus, experience building, maintaining, or working with relationship, hierarchical, SQL or databases a plus. We'll put those under Skills. Now Benefits: robust benefits description. We'll keep as paragraph(s) maybe list. Pay: salary range $135,000 - $165,000 plus note about bonus. We'll output HTML fragment with

headings and appropriate

or

• . We must not include any extra text outside HTML. Let's craft. Structure:

  About the role

  Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Ares Management is seeking a highly motivated and detail-oriented Senior Associate to join the Credit Financial Planning & Analysis team. The Credit Financial Planning & Analysis team currently consists of five members in Boston, New York, Los Angeles and Mumbai and works in a very team-oriented environment as a part of the firm’s larger Finance organization. The team is responsible for various projection models, fund forecasting and other corporate finance functions, and works closely with numerous groups across the organization, including Credit investment professionals and senior management as well as investor relations, fund accounting, business operations, portfolio management and technology teams. The ideal candidate would have a fundamental understanding of alternative investing and/or private credit and would demonstrate an aptitude in financial modeling and forecasting solutions. The candidate would also partner closely with our technology team to support automation, AI integration and data analytics initiatives and would display capability and passion for automation and technological data. The role requires a dynamic, adaptive, experienced hands-on professional to ensure best practices in a fast-paced, rapidly changing environment.

  Responsibilities

  • Building and maintaining fund projection models for public and non-private regulated funds such as Business Development Companies and Interval Funds
  • Preparing and assisting with various scenario and/or sensitivity analyses and ad hoc business requests before presentation of this data to senior management to assist in corporate strategy
  • Managing various automation initiatives of forecast projection models with a focus on Anaplan or similar enterprise modeling software while incorporating best practices around AI and data technology
  • Supporting the implementation of new systems and processes, including data collection, testing, analysis, presentation and supporting the roll out
  • Coordinating with other teams such as fund accounting, investor relations, Credit investment professionals, portfolio management and/or business operations to gather and update key inputs for fund models on a timely basis
  • Organizing presentations and other data requests for lenders, investors and rating agencies while assisting with fund capital formation and balance sheet management
  • Assisting in reporting to internal stakeholders by creating presentations or data-driven dashboards that provide thoughtful analysis and identify required action items
  • The Senior Associate will also provide a fresh mindset and an ability to lead, manage, motivate, and inspire the FP&A team to effectively embrace and drive objectives, visions, and goals

  Qualifications

  • Bachelor's Degree in a Business-related field such as Finance, Accounting, Financial Engineering, Data Science or Economics from a top academic institution
  • MBA or Graduate Degree a plus, but not required
  • CFA and/or CPA license a plus, but not required

  Requirements

  • Minimum of 4-6 years of relevant work experience in Finance and/or