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FP&a Senior/Manager
Company | Garda Capital Partners |
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Location | Wayzata, MN, USA |
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Salary | $100000 – $150000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior |
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Requirements
- 4-year degree in accounting/finance or related field
- Five (5) years of financial analysis and/or FP&A experience; preferably in the asset management industry
- Experience with NetSuite ERP or Planning and Budgeting a plus
- Excellent written and verbal communication skills, including the ability to engage effectively with members of multiple business units
- Deep understanding of financial reporting principles (GAAP, IFRS)
- Proven ability to analyze complex financial data, present key insights, and recommend strategic actions
- Ability to work effectively in a fast-paced, time-sensitive team environment
- Strong organizational and time management skills
Responsibilities
- Lead the preparation and execution of internal financial reporting, ensuring accuracy, thoroughness, and timely delivery to leadership teams
- Communicate financial results, forecasts, and insights to business leaders, analyzing variances and presenting actionable recommendations to enhance performance
- Develop detailed financial models, strategic analyses, and key performance metrics with clear documentation of assumptions and instructions
- Develop financial models for portfolio management business line growth proposals and tracking progress against proposals
- Develop financial models to allocate business income and expenses using different allocation methodologies, including by trading strategy and by office
- Manage compensation models for business and investment management personnel, including assisting with historical analysis and trends
- Work closely with business development to forecast and track against hiring goals
- Lead the annual budgeting and forecasting process for the company, including tracking results against budget
- Assist other functions with forecasting requirements including forecasts required for tax and regulatory reporting
- Assist with various other ad-hoc projects including but not limited various accounting tasks, as required
Preferred Qualifications
- Experience with NetSuite ERP or Planning and Budgeting a plus