Senior Vice President– Financial Planning, Analysis & Budgeting

Responsibilities

• Lead the annual budgeting and quarterly forecasting processes for multiple fund structures and the management company.
• Develop, maintain, and improve robust financial models to facilitate scenario analysis and strategic planning.
• Consolidate fund-level and corporate financial data, delivering insightful variance analysis, commentary, and recommendations to senior stakeholders.
• Prepare monthly and quarterly management reporting, including analysis of portfolio results, KPIs, and cost allocations.
• Partner with investment and operations teams to assess new strategies, projects, and fund launches—modeling impact on firm-level financials and budgets.
• Identify process improvement and technology opportunities to enhance accuracy, timeliness, and clarity of financial information.

Qualifications

• 8–10 years relevant experience in financial planning & analysis, budgeting, and reporting—preferably within asset/fund management, private equity, or related investment sectors.
• Proven ability to manage large budgeting cycles, deliver accurate forecasts, and communicate results effectively to senior leaders.
• Advanced modeling skills (Excel, financial planning software), with a strong understanding of fund accounting and reporting.
• Bachelor’s degree in Finance, Accounting, or a related field (Master’s or CFA is a plus).
• Exceptional analytical, presentation, and problem-solving skills.
• Comfortable navigating cross-functional environments and managing change.
• Knowledge of fund structures, investment products, and regulatory requirements relevant to investment managers.

Pay

The average salary for this role is $125,000 - $200,000 base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, location, skills, training, certifications, and education, and in addition we will also consider internal equity and market data.

Benefits

• Medical/Pharmacy
• Dental
• Vision
• HSA
• FSA
• STD/LTD
• Life Insurance
• vacation
• Commuter Benefits
• company provided lunches