What are the responsibilities and job description for the VP Financial Planning & Analysis (FP&A) - Alternative Insurance Investments position at Fusion Staffing Partners?
Our elite global Alternative Investment client is seeking to recruit a VP Financial Planning & Analysis (FP&A) with strategic financial planning and analysis experience in the alternative investment industry with a specific focus on alternative insurance investment strategies.
Responsibilities:
- Lead sand support strategic finance and FP&A for the firm's alternative insurance investment strategies
- Develop long-term strategic financial planning, forecasting, capital planning and capital allocation initiatives
- Oversee financial modeling, scenario analysis, model integration and financial performance analysis
- Analyze profitability, expense allocations, fee arrangements and revenue drivers
- Analyze and synthesize complex financial data, create dashboards and analyze performance metrics (KPIs) to track investment returns, capital deployment and AUM growth
- Build clear narratives and present metrics and insights to senior management
- Analyze strategic initiatives such as new product launches, fund structures and M&A activity
- Collaborate effectively with operations, investment teams and capital markets teams on funding, pricing, strategic transactions and firmwide planning initiatives
- Develop best practices, automation initiatives and drive analytical and reporting process improvements
- Assist with firmwide strategic and ad hoc finance projects
Requirements:
- Bachelor's Degree with strong academic record of achievement
- CFA, CPA or MBA preferred
- 4 years of strategic financial planning and analysis (FP&A) experience in the alternative investment, alternative credit, asset management or global financial industry
- Demonstrated knowledge of alternative credit products and strategies
- Knowledge of insurance investment strategies strongly preferred
- Advanced hands-on financial modeling skills mandatory
- Demonstrated financial forecasting and capital planning skills
- Ability to support business decision making for complex multi-entity structures
- Fundamental knowledge of capital structures, alternative investment strategies and performance analysis
- Demonstrated ability to analyze and synthesize complex financial data and present clear and actionable insights and metrics to senior management
- Advanced Excel and PowerPoint skills
- High level of integrity, confidentiality, critical thinking and problem solving skills
- Highly motivated and detail oriented
- Advanced communication, interpersonal, business writing and presentation skills