Senior Associate/Manager, Corporate FP&A & Tax

POSITION SUMMARY

This individual will play a critical cross-functional role supporting the Private Debt business, leading financial analysis and planning efforts, while working closely with the Tax team to incorporate tax considerations into reporting and ensure the business has clear, actionable tax visibility.

The ideal candidate is a self-starter with expertise in both financial planning and tax, capable of managing complex data, delivering actionable insights, and driving process improvement. This position will work closely with senior leadership, including the CFO, EVP & VP of FP&A and act as a key liaison with internal stakeholders and external advisors.

RESPONSIBILITIES

• Financial Planning & Analysis (Approx. 60%):
  • Support the delivery and ongoing enhancement of monthly reporting and analysis
  • Analyze financial performance, including budget vs. actuals and key business drivers
  • Aid with quarterly close processes, including accruals and allocations
  • Develop and maintain financial models to support budgeting, forecasting, and long-term planning
  • Contribute to improving operating P&L processes and reporting efficiency
  • Support the implementation and optimization of financial systems and tools
• Tax Forecasting & Strategy (Approx. 40%):
  • Maintain and enhance quarterly tax forecasting and estimation processes
  • Develop reporting to track partner allocations over time and ensure alignment between taxable income and cash distributions
  • Support process improvements through automation and best practices to enhance accuracy and efficiency

CERTIFICATES AND SKILLS

• Strong analytical and modeling capabilities with the ability to synthesize complex financial data into actionable insights.
• Excellent communication skills and comfort working with executives and third-party service providers.
• High attention to detail with a demonstrated ability to manage multiple projects simultaneously.
• Strong leadership presence, with the ability to work independently and within cross-functional teams.
• Proactive and adaptable in a fast-paced, evolving environment.

REQUIREMENTS/QUALIFICATIONS

• Bachelor’s degree in accounting, Finance, Economics, or a related field; CPA, CFA, or advanced degree preferred.
• 3–6 years of experience in tax and/or FP&A, preferably in the private equity or broader financial services industry.
• Proven experience with corporate and partnership tax concepts and IRS compliance.
• Advanced Microsoft Excel skills required, and financial modeling experience strongly preferred.
• Familiarity/Nice to have with financial and reporting systems such as NetSuite, Investran, Anaplan, Concur, SQL, and Snowflake.