IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.We are seeking a strategic and results-driven

Financial Planning and Analysis (FP&A) Manager

to lead our FP&A function within a dynamic finance team. In this leadership role, you will oversee the financial planning, budgeting, forecasting, and performance analysis processes. You will partner closely with senior leadership and cross-functional teams to deliver insights that drive strategic decision-making, optimize financial performance, and support long-term business objectives. The ideal candidate will bring strong analytical acumen, excellent communication skills, and a proven ability to lead and influence in a fast-paced environment.

Key Responsibilities

Strategic Financial Planning: Lead the development and execution of annual budgets, quarterly forecasts, and long-range financial plans in alignment with corporate strategy.
Performance Analysis: Oversee the analysis of financial results, key performance indicators (KPIs), and business trends to identify risks, opportunities, and areas for improvement.
Executive Reporting: Deliver high-quality financial reports and presentations to senior leadership, including variance analysis, scenario modeling, and strategic insights.
Business Partnership: Act as a trusted advisor to business unit leaders, providing financial guidance, decision support, and alignment with organizational goals.
Variance and Trend Analysis: Lead investigations into financial variances, identify root causes, and recommend corrective actions to improve financial outcomes.
Data Integrity and Systems: Ensure accuracy and consistency of financial data across systems; drive automation and optimization of reporting tools and processes.
Process Leadership: Champion continuous improvement initiatives across FP&A processes, tools, and methodologies to enhance efficiency and effectiveness.

Ad-hoc Strategic Support:

Provide financial modeling and analysis to support strategic initiatives, investment decisions, and business case development.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related field (CA, CFA, or MBA preferred).
5+ years of progressive experience in financial planning and analysis, with at least 1–2 years in a managerial or lead role.
Advanced proficiency in Microsoft Excel and financial modeling; experience with financial planning systems (e.g., Workday).
Strong analytical and problem-solving skills with a strategic mindset.
Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.
Proven ability to manage multiple priorities and deliver results under tight deadlines.
High attention to detail and commitment to data accuracy and integrity.

Preferred Skills

Experience with scenario planning, ROI analysis, and strategic forecasting.
Knowledge of financial reporting standards (e.g., GAAP, IFRS).
Background in a fast-paced, high-growth environment; experience in the professional services industry is a plus.

Additional Information

At IQ EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

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