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Taproot Executive Search Linkedin · Posted 23d ago

Strategic FP&A/Financial Modeling Leader - Successful and Fast Growing PE Firm - Apply here for CT Office - Report directly into CFO #3600758

Fairfield County, Connecticut, United States

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Indexed description

Strategic FP&A Role - Report directly into CFO and MD

Apply here for the CT Office (they also have a NY office)


Compensation: $175,000-300,000 (Commensurate with experience and performance)


One of the most exciting and fastest growing PE firms invested in Asset Management, Luxury and Lifestyle, Insurance, Infrastructure, and Technology and Entertainment. Seeking a strategic FP&A professional and decision maker to provide analytical depth and financial insights to support senior leadership


  • Ability to convert complex financial data into clear and actionable narratives for senior stakeholders
  • Own the annual budgeting process and build and maintain integrated financial models
  • Produce management reporting packages for the CFO, CEO and Board
  • Serve as trusted finance partner to business unit leaders across investments, distribution and operations
  • Support ad-hoc financial analyses for new product launches, M&A due diligence and strategic initiatives
  • Drive automation


REQUIREMENTS:

  • 5-10 years of FP&A, corporate finance, or financial planning experience; asset management or financial services exposure preferred
  • Advanced Excel and financial modeling skills (three-statement models, scenario analysis, driver-based forecasting)
  • Mature, dedicated, reliable, and professional, with a hands-on attitude and the willingness to perform all responsibilities required for success
  • Familiarity with AUM-based revenue models, management fee economics, or fund-level accounting

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