Financial Planning & Analysis

We are looking for a talented Financial Planning & Analysis (FP&A) professional with a strong background in endowment management to join our team in the investment, securities, and funds sector. This position is crucial for enhancing our financial strategy and ensuring that our endowment funds are managed effectively to support the organization's long-term financial goals. The successful candidate will be responsible for conducting detailed financial analysis, developing budgets, and providing strategic insights that drive the organization’s financial performance. They will work closely with various departments to ensure alignment of financial objectives with overall business strategies.

Responsibilities:

1. Develop and maintain robust financial models specifically tailored for endowment management, ensuring accurate forecasting and investment analysis.
2. Prepare, analyze, and present comprehensive financial reports that capture the performance of endowment funds, highlighting trends and variances.
3. Collaborate with investment teams to assess asset allocation strategies and their impact on the overall endowment portfolio.
4. Conduct rigorous financial analysis to identify opportunities for optimizing the performance of endowment funds.
5. Assist in the preparation of annual budgets and long-term forecasts, ensuring they align with the strategic goals of the organization.
6. Monitor financial performance against established budgets and forecasts, providing insights and recommendations for improvement.
7. Support investment analysis by evaluating potential opportunities and their financial implications for the endowment portfolio.
8. Participate in strategic planning sessions, contributing financial insights that guide decision-making processes related to endowment management.
9. Ensure compliance with financial regulations and standards while maintaining the integrity of financial reports pertaining to endowment funds.
10. Mentor junior analysts and team members, sharing expertise in endowment financial management and best practices.

Preferred Candidate:

1. Demonstrated experience in financial planning and analysis, specifically within endowment management or related financial services.
2. Strong analytical skills with a proven ability to interpret complex financial data and provide actionable insights.
3. Excellent communication skills, both written and verbal, to effectively convey financial information to diverse stakeholders.
4. Proficiency in financial modeling software and advanced Excel skills, with a focus on endowment-specific applications.
5. Detail-oriented with a strong commitment to accuracy and quality in financial reporting.
6. Ability to work independently and collaboratively in a fast-paced, dynamic environment.
7. Strong organizational skills with the ability to manage multiple projects and deadlines effectively.
8. Professional certification (CFA, CPA, or equivalent) is highly desirable.
9. Adaptability to changing business conditions and a proactive approach to identifying solutions within endowment management.
10. Demonstrated leadership qualities with a focus on team development and performance improvement in financial analysis.