The Role
Leads budgeting, forecasting, long-range planning, management reporting, variance analysis, financial modeling, dashboards, and performance reviews. Partners with business leaders to challenge assumptions, improve forecast accuracy, identify risks and opportunities, and deliver actionable insights to senior leadership. Drives reporting and planning process automation and standardization while ensuring financial integrity and compliance. May mentor junior FP&A team members.
Summary Generated by Built In
Senior Associate – FP&A will play a key role in driving the organization's financial planning, forecasting, management reporting, and business performance review processes. The role will be responsible for delivering high-quality financial insights, challenging business assumptions, and driving improvements in reporting, planning, and analytical processes. The incumbent will work closely with finance and business stakeholders to develop scalable FP&A processes, improve forecast accuracy, strengthen management reporting, and provide actionable insights to senior leadership.
- Lead preparation
of annual budgets, rolling forecasts, long-range plans, and periodic business
reviews, ensuring timely and accurate submissions.
- Prepare and
present monthly management reporting packs covering actuals vs.
budget/forecast, revenue trends, profitability analysis, and key business
drivers.
- Perform detailed
variance analysis and identify underlying drivers impacting revenue, margins,
costs, and overall business performance.
- Develop and
maintain financial models (both recurring and ad-hoc) supporting budgeting,
forecasting, pricing reviews, scenario analysis, and strategic decision-making.
- Partner with
business leaders to understand operational drivers, challenge assumptions, and
improve forecast quality.
- Drive process
improvement, automation, and standardization initiatives across reporting,
budgeting, forecasting, and dashboarding processes.
- Develop and
maintain management dashboards and KPIs to improve visibility into financial
and operational performance.
- Ensure accuracy,
consistency, and integrity of FP&A outputs while maintaining compliance
with accounting principles, internal controls, and reporting requirements.
- Support
leadership in identifying business risks and opportunities through proactive
analysis and performance monitoring.
- Mentor and review
work performed by junior FP&A team members where applicable.
Requirements
- Strong
proficiency in Advanced Excel, including complex formulas, financial modelling,
scenario analysis, pivot tables, Power Query, and advanced analytical
techniques.
- Strong working
knowledge of MS PowerPoint and MS Word with the ability to prepare senior
management presentations.
- Experience
managing budgeting, forecasting, and management reporting processes with the
ability to challenge assumptions and improve forecast accuracy
- Excellent
analytical mindset with the ability to interpret financial and operational
data, identify trends, and convert data into actionable business insights.
- Strong
understanding of financial statements, accounting principles, accruals,
management reporting, budgeting, forecasting, and variance analysis.
- Experience
designing and maintaining financial models, forecasting frameworks, and
management reporting structures.
- Ability to
independently prepare management reports and communicate insights effectively
to senior business and finance stakeholders.
- Strong
problem-solving capability with the ability to operate effectively in an
evolving and fast-paced business environment.
- High attention to
detail, ownership mindset, process orientation, and commitment to continuous
improvement.
- Strong communication,
stakeholder management, and business partnering skills with the ability to
influence decision-making through data-driven insights
Skills Required
- Strong proficiency in Advanced Excel, including complex formulas, financial modeling, scenario analysis, pivot tables, Power Query, and advanced analytical techniques
- Strong working knowledge of Microsoft PowerPoint and Microsoft Word, with the ability to prepare senior management presentations
- Experience managing budgeting, forecasting, and management reporting processes
- Ability to challenge assumptions and improve forecast accuracy
- Excellent analytical skills, including interpreting financial and operational data, identifying trends, and developing actionable insights
- Strong understanding of financial statements, accounting principles, accruals, management reporting, budgeting, forecasting, and variance analysis
- Experience designing and maintaining financial models, forecasting frameworks, and management reporting structures
- Ability to independently prepare management reports and communicate insights to senior business and finance stakeholders
- Strong problem-solving capability in an evolving and fast-paced business environment
- High attention to detail, ownership mindset, process orientation, and commitment to continuous improvement
- Strong communication, stakeholder management, business partnering, and influencing skills
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The Company
What We Do
Oxane Partners is a technology-driven solutions provider to the private credit markets. Its AI-powered digital platform helps investment firms and banks unify data, manage portfolios, oversee leverage facilities, support valuations, and improve monitoring, reporting, risk management, and deal pipeline visibility. Founded in 2014, the company combines financial expertise with technology and data specialists to serve private credit and alternative investment firms globally.
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