Financial Analyst-NYC or Nj candidates only.

This temporary role will support the Private CFO team across process improvement activities, core financial reporting, and forecasting.

Key Responsibilities

-Support and participate in key automation and process improvement initiatives

-Assist with ongoing deliverables, including calculation and delivery of Firm equity and carried interest estimates to the Firm’s General Ledger

- Perform weekly monitoring and forecasting of current quarter projected investment-related revenue , including public market pricing, FX impacts, and private valuation estimates

- Produce quarterly PPNR revenue and balance sheet forecasts , including assumption collection, input validation, and review of model outputs across revenue streams and related expenses

- Partner with cross functional Finance teams to enhance financial processes, controls, and systems

-Contribute to ad hoc analyses, projects, and initiatives as business needs arise

Required Skills & Qualifications

-Strong organizational, communication, and interpersonal skills

-Experience creating, enhancing, and maintaining process documentation

-Proficiency in Microsoft Office applications, particularly Excel and PowerPoint; Power BI experience preferred

-Familiarity with financial systems such as TM1 is a plus

-Demonstrated attention to detail, accuracy, and adherence to deadlines

-Strong control mindset with sound problem solving and critical thinking skills

-Ability to manage multiple priorities effectively in a fast-paced environment

-Working knowledge of private alternative investment structures and operations (e.g., Private Equity, Real Estate, Credit) preferred

- Bachelor’s degree in finance, Accounting, or a related field preferred

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3-5 years of experience (not senior) in finance industry, knowledge of reporting systems (ad space), POWERBI, Tableau, self-starter. Support reporting reviews, research

Equity can be trained.

Team of new people, want to make enhancements; change in accounting

New HC due to changes

BAU subject matter expert