Associate Director of Financial Planning & Analysis - New York


Gen II Fund Services seeks an Associate Director of Financial Planning and Analysis.  The role will report to the firm’s Chief Financial Officer and support business reporting requirements, financial analysis and projects including identifying and developing key financial and operational performance metrics, client profitability analysis and business transaction support  The successful candidate will possess structure, attention to detail, quality focus, high energy and flexibility in a high-paced deadline driven organization. This individual will routinely engage with the senior leadership of the firm as well as partner and collaborate with other functional areas of the firm including Technology, Operations and Human Resources.  The role and responsibilities will require confidentiality, initiative, sound decision-making, and independent judgment.
 
Primary Responsibilities Will Include:
  • Develop and maintain firm wide 3-year strategic financial plan
  • Gather, analyze and report key financial and operational performance indicators
  • Prepare revenue and profitability analyses at various levels of the organization (client, business, geography)
  • Lead in depth analysis of businesses and operations including developing presentation materials for executive management and documenting decisions; Assist with the development of strategic and tactical actions, tracking the execution and reporting results to management
  • Build and maintain client revenue models
  • Partner with Business Development and Client Service teams to collect, monitor and report future business activity pipeline
  • Serve as the finance partner supporting the firm’s for Chief Technology Officer and his organization
  • Assist with developing annual budget and monthly financial forecasts
  • Support Ad hoc analysis and projects as required
Job Requirements, Skills, Education and Experience:
  • Seven to ten years of experience in financial management, analysis and reporting, and business planning, with strong accounting and finance skills
  • Previous experience in a role focused on financial planning and analysis and strategy required
  • A demonstrated track record of developing executive level presentations and analysis
  • Adept at financial modeling, using Excel for scenario analysis and strategic plans. Must be able to develop assumptions and model their implications
  • Experience working with large data sets from disparate data sources
  • Ability to deliver on tight timelines, delivering insightful and consistently accurate financial analysis
  • Results-oriented, with ability to identify issues and follow through with efficient, effective solutions
  • Ability to handle multiple projects simultaneously and to work independently
  • Strong Proficiency in Microsoft PowerPoint
  • Strong communication skills, professional presence and excellent organization skills
  • Degree in accounting/finance required; MBA or CPA a plus
About The Company:
Gen II Fund Services, LLC is the largest independent, U.S. based, private equity fund administrator, covering over $275B of private capital and reporting to over 10,000 LPs on behalf of our clients. Gen II offers private equity firms the best-in-class combination of people, process and technology, enabling GPs to most effectively manage their operational infrastructure, financial reporting and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, infrastructure, energy, credit, real estate, co-investment, hybrid funds, funds of funds, feeder funds, venture capital, and managed accounts.
 
Key Facts:
  • Administering over $275B in assets
  • Servicing nearly every significant investor in the asset class
  • Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
  • The most experienced and best performing team in the industry
 
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.

To apply, CLICK HERE