What are the responsibilities and job description for the Financial Planning and Analysis Senior position at Dynamics Executive Search?
We’re seeking a strategic and results-driven FP&A Associate or Senior FP&A Associate to join our Corporate Finance team in a newly created role reporting directly to the CFO. This position will play a critical role in shaping the financial direction of the firm’s Fixed Income and Private Wealth businesses through planning, analysis, and transformation initiatives.
This role goes beyond traditional FP&A responsibilities—it offers a unique opportunity to partner with senior leaders, drive financial transparency, and help modernize finance operations through new technologies and AI-driven tools. You'll be a key contributor to budgeting, forecasting, revenue modeling, and compensation planning, while also supporting firm-wide finance transformation projects.
The ideal candidate brings a strong foundation in financial analysis and strategic planning, ideally within asset management or financial services. You should be equally comfortable in detailed analytics and high-level communication, with the ability to build relationships across investment, HR, and accounting functions.
We’re looking for someone who thrives in a dynamic, team-oriented environment and is eager to take ownership of high-impact initiatives. If you're ready to contribute to an evolving finance organization and make a meaningful difference across business lines, this is a rare opportunity to do just that.
Key Responsibilities:
- Support the Fixed Income and Private Wealth business units with budgeting, forecasting, and scenario modeling
- Lead compensation analysis and formula-based calculations in coordination with HR
- Build trusted relationships with investment team leaders by delivering regular revenue insights and performance updates
- Manage periodic outlook updates, revenue projections, and detailed expense budgets
- Collaborate on firm-wide FP&A efforts, including board and management reporting
- Contribute to financial transformation initiatives including ERP and AI tool implementations
- Deliver high-quality variance analysis and management presentations to inform strategic decisions
- Provide ad hoc analytical support across Corporate Finance, Accounting, and Treasury functions
Preferred Qualifications:
- 4–8 years of experience in FP&A, corporate finance, or strategic finance (experience in asset management or financial services is a plus)
- Strong modeling and analytical skills; proficiency with Excel, PowerPoint, and financial systems
- Experience with budgeting tools, ERP implementations, and data visualization platforms
- Ability to distill complex financial data into actionable insights
- Proven collaboration skills across multiple business units and senior stakeholders
- A proactive, curious mindset and interest in process improvement and innovation