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FP&a Senior/Manager

FP&a Senior/Manager

CompanyGarda Capital Partners
LocationWayzata, MN, USA
Salary$100000 – $150000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

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