Atlantic Group ยท 16 hours ago
FP&A Senior Associate
New York, NY
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $130K/yr
4+ years expAtlantic Group is seeking an FP&A Senior Associate in New York, NY. The role involves driving strategic financial planning and efficiency, managing budgets and forecasts, and leading compensation modeling while partnering with financial leaders.
B2BHuman ResourcesStaffing Agency
Responsibilities
Business Partnering: Build relationships with investment leaders and portfolio managers to provide regular financial performance and revenue updates
Budgeting & Forecasting: Lead annual budgets and outlooks for fixed income and private wealth, including detailed revenue, flow, and expense projections
Compensation Modeling: Manage formulaic compensation calculations and bonus revenue forecasting
Financial Analysis: Perform scenario modeling, expense reviews, and industry benchmarking to drive efficiency and support business strategy
Process & Technology Improvement: Lead finance transformation projects, implementing new systems, reporting tools, and AI-driven solutions
Qualification
Required
Bachelor's degree in Finance, Economics, or a related business field required
4-8 years in FP&A or financial modeling within financial services, with preferred experience in fixed income, compensation modeling, and bonus forecasting
Advanced in Excel for analytical modeling and PowerPoint for Board-ready presentations
Strong understanding of financial planning processes, revenue forecasting, expense management, and industry benchmarking within asset management or investment banking environments
Strong analytical and communication skills, able to present to senior leadership, influence strategy, and stay organized under pressure in fast-paced environments
Preferred
Preferred experience in fixed income, compensation modeling, and bonus forecasting
Knowledge of SAP, OneStream, or similar systems preferred
Benefits
Bonus
Company
Atlantic Group
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
51-200 employees
H1B Sponsorship
Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
John Ricco
Founding Partner
Recent News
Company data provided by crunchbase