Financial Planning Analyst - FP&A

Senior FP&A Analyst

CFO

Key Responsibilities

Budgeting & Forecasting – Fund Management Company

• Lead and manage the entire budget process end-to-end.
• Define performance targets and align with regional offices.
• Develop KPIs and metrics, monitor progress, and report to management.
• Design and manage project roadmaps.
• Enhance and automate rolling forecast processes.
• Conduct profitability analysis and recommend strategies for growth.

Financial Analysis & Reporting

• Analyze actual results (volumes, staffing, P&L, etc.) against budgets, forecasts, and prior periods.
• Provide insights on key performance drivers and identify variances.
• Evaluate risks and opportunities versus the latest forecast.
• Prepare and present insightful financial reports to management on a regular basis.

Funds Under Management – Budgeting & Liquidity Forecasting

• Partner with Fund Managers to prepare up-to-date liquidity forecasts.
• Lead the budgeting process for funds and take ownership of specific fund budgets over time.
• Perform scenario and stress testing.

Business Development Support

• Collaborate with the Fund Development Team on fundraising activities.
• Build robust financial models for new fund launches.
• Contribute to RFPs, tenders, and strategic project groups.
• Oversee fund performance reporting and ensure standardized outputs.

Ad-Hoc Analysis & Strategic Projects

• Deliver analyses on profitability, productivity, FX exposure, and cost optimization.
• Support onboarding processes for new funds.
• Provide data-driven insights to guide management decisions.

Ideal Experience

• Master’s degree in

  Commercial Engineering / Applied Economic Sciences

  with strong academic performance.
• Background in

  Audit or Controlling

  at a top firm, or experience in a management trainee program within a bank/asset manager.
• 3–6 years of relevant experience in FP&A (financial modeling, controlling, analysis).
• International exposure through work or education is an advantage.

Key Skills & Capabilities

• Strong analytical skills with proven expertise in financial modeling.
• Advanced proficiency in

  Excel

  ; exposure to BI tools (Power BI, TM1) preferred.
• Excellent communication, presentation, and business partnering abilities.
• Creative thinker with a pragmatic, hands-on, and solution-oriented mindset.
• Collaborative team player able to work across regions and functions.
• High ethical standards, integrity, and transparency.
• Strong social and emotional intelligence, with positive energy and a sense of humor.
• Alignment with the company’s

  impact-driven vision and mission

  .