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First Manhattan Co. is seeking a Financial Planning & Analysis Director to prepare all managerial reports of the firm. This role will report directly to the firm's Chief Financial Officer.

Role Responsibilities

  • Supports management team and CEO/ CFO with data-driven analysis
  • Acts as a central point of contact for all business partners with respect to budget tracking and other expense-related analyses
  • Partners with technology team to expand data warehouse, develop KPIs, and improve managerial reporting
  • Works closely with accounting to ensure high data integrity while conducting monthly variance analyses to identify risks, opportunities, and mitigation measures
  • Proactively seeks out opportunities to implement improved processes, systems, and workflow to allow financial infrastructure to scale
  • Develops financial models and analyzes them to support strategic initiatives
  • Performs ad hoc impact analysis of managerial decision-making


  • 5-7+ years of relevant experience in FP&A or similar analytical role
  • Excellent analytical skills and attention to detail
  • Strong knowledge of accounting rules and treatment of financial products
  • Proven financial modeling skills with an ability to generate insights from data and analyses to solve business problems
  • Deep understanding of broad aspects of various functions within the asset management industry
  • Must be able to multi-task, be an independent thinker, and take initiative
  • Ability to think creatively in financial and operational scenarios
  • Strong communication skills to effectively build both internal and external relationships

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