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This is a highly cross-functional role with exposure to senior leadership and responsibility for driving tangible improvements in how finance operates.
Job Responsibility
Lead and support initiatives to improve how financial information is produced, managed, and used across the Firm, spanning forecasting, reporting, and underlying data processes
Own and enhance elements of the Firm’s forecasting and planning processes, ensuring models, assumptions, and outputs are supported by consistent methodologies and reliable data
Partner cross-functionally with Fund, GP and Management Company Accounting, Portfolio Analytics, and Operations teams to align financial assumptions, standardize outputs, and improve end-to-end workflows
Drive the design, implementation, and continuous improvement of finance processes, including forecasting cycles, reporting workflows, and data management practices
Support the implementation and optimization of financial systems, reporting tools, and dashboards (e.g., Power BI), with a focus on scalability, usability, and automation
Evaluate and enhance the Firm’s control environment through process improvements, automation, and AI-enabled solutions to increase efficiency, strengthen controls, and reduce reliance on manual processes
Establish and maintain standardized definitions, drivers, and assumptions used across planning and reporting, contributing to a consistent 'single source of truth'
Develop and deliver financial analyses, scenario modeling, and reporting materials for senior leadership, ensuring outputs are clear, decision-oriented, and grounded in well structured processes
Implement and enforce controls, validation checks, and governance practices to ensure accuracy and integrity of financial data and forecasting inputs
Continuously evaluate opportunities to scale and streamline finance operations as the Firm grows in size and complexity, proactively introducing improvements to systems, workflows, and planning capabilities
Requirements
Bachelor's degree in Business, Finance, Accounting, or a related field, with FP&A or strategic finance experience
Professional certifications such as CPA or CFA highly preferred
6-8+ years of progressive experience in fields related to finance, strategy, analytics or accounting
Strong understanding of financial statements, cash flow dynamics, and performance drivers