Posted in

Senior Associate – Financial Planning & Analysis – Corporate

Senior Associate – Financial Planning & Analysis – Corporate

CompanyNeuberger Berman
LocationNew York, NY, USA
Salary$95000 – $130000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Bachelor’s degree in Finance, Economics, or a related business field
  • 4-6 years of planning/financial modeling experience
  • Advanced proficiency in Microsoft Excel (including building dynamic financial models) and PowerPoint (including building Board-ready presentation books) required
  • Strong communication skills (both written and verbal); ability to communicate clearly to senior management and other key stakeholders
  • Ability to work independently and as part of a team; a highly motivated self-starter
  • Excellent planning, organizational, and time management skills
  • Strong ability to perform effectively under pressure and meet tight deadlines

Responsibilities

  • Lead capital planning modeling to support CFO and senior leader decision making on capital deployment, excess cash flow forecasting, and capital structure considerations
  • Model firmwide lifetime carried interest projections and participate in regular reviews with senior investments professionals in the alternatives business
  • Prepare and own presentations to various key stakeholders, including the Board of Directors, Audit Committee, employee equity owners, Partnership and Operating Committees and rating agencies
  • Contribute to firm-wide budgeting, forecasting, reporting and analytics processes
  • Develop financial models to support ad-hoc strategic finance initiatives (e.g. new product launches, new strategic partnerships, and other corporate development adjacent activities)
  • Provide ad hoc support for FP&A projects

Preferred Qualifications

  • Knowledge of general ledger and management reporting systems such as SAP or OneStream a plus