✦ Luna Orbit — Finance & Accounting

Blackstone Private Wealth - FP&A, Associate

at Blackstone

📍 Miami Unknown 💰 $125K – $150K USD / year Posted March 31, 2026
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Position Details

Salary $125K – $150K USD / year
Type Full-Time
Experience mid
Exp. Years 3+ years
Education Not specified
Category Finance & Accounting

About this role

Blackstone Private Wealth seeks an FP&A Associate to drive analytics, budgeting, financial reporting, and strategic planning. The role collaborates across PW and Blackstone teams to generate insights and present findings to senior management.

Key Responsibilities

  • Generate actionable business insights; Prepare and deliver presentations to senior management; Produce routine financial reporting; Assist in global strategic planning and budgeting; Model financial impact and KPIs

Technical Overview

Focus on financial modeling and reporting using Excel, Tableau, Salesforce, and Sigma; develops KPI frameworks and manages datasets to enable robust management reporting.

Ideal Candidate

The ideal candidate is a mid-level FP&A professional with 3+ years in financial services or asset management, expert in Excel and PowerPoint, and proficient in Tableau, Salesforce, and Sigma. Should be capable of modeling financial impact, delivering senior management presentations, and driving budgeting and analytics initiatives within a global private wealth framework.

Must-Have Skills

3+ years of experience in financial serviceswealth management or asset managementExcellent interpersonal and communication skillsExpert in Excel and PowerPointKnowledge across TableauSalesforceSigmaStrong analyticalquantitativeand problem-solving skillsStrong work ethicattention to detail and multi-taskingEntrepreneurialoperates independently once adequately trained

Tools & Platforms

TableauSalesforceSigmaExcelPowerPoint

Required Skills

3+ years FP&A/financial services experience; Excel and PowerPoint; Tableau; Salesforce; Sigma; strong analytical skills

Hard Skills

TableauSalesforceSigmaExcelPowerPoint

Soft Skills

Interpersonal skillsWritten and verbal communicationAnalytical mindset

Industry & Role

Industry Financial Services
Job Function Support Private Wealth analytics, budgeting, and reporting to optimize enterprise financial performance
Role Subtype FP&A Analyst
Tech Domains Tableau, Salesforce, Sigma

Keywords for Your Resume

FP&A AssociateBlackstoneFinancial Planning & AnalysisTableauSalesforceSigmaExcelPowerPointfinancial reportingbudgetdata managementKPIsglobal strategic planningprivate wealthasset managementdata integritypresentationssenior managementanalytical skillswealth managementFP&A

Deal Breakers

Less than 3 years of relevant FP&A/financial services experience, Lack of experience with Tableau, Salesforce or Sigma

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