Position Details

Type Full-Time

Experience mid

Exp. Years 3+ years

Education Bachelor's degree or equivalent preferred

Category Finance & Accounting

About this role

The FP&A Associate supports the Private Wealth business development team by enhancing budgeting, analytics, reporting, and KPI frameworks. Works cross-functionally to consolidate data and present insights to senior management.

Key Responsibilities

Generate actionable business insights through in-depth analysis of key business initiatives
Prepare and deliver presentations to senior management with findings and recommendations
Produce routine financial reporting to track expenses
Assist in global strategic planning, annual budget and KPI measurement
Drive data management and data integrity across sources

Technical Overview

Proficient in Excel and PowerPoint; Tableau, Salesforce, and Sigma for data visualization and modeling; experience with data management and KPI development.

Ideal Candidate

The ideal candidate is a mid-level FP&A associate with 3+ years in financial services/wealth management, strong Excel and PowerPoint, and hands-on Tableau, Salesforce, Sigma experience to drive insights and reporting.

Must-Have Skills

3+ years of experience in financial servicesExcellent interpersonal and communication skillsExcel and PowerPointTableauSalesforceSigma

Nice-to-Have Skills

Prior FP&A experience preferred

Required Skills

3+ years in financial services or asset management; Excel and PowerPoint; Tableau; Salesforce; Sigma; strong analyticalquantitativeand problem-solving skills; data management; budgeting; KPI development; global fundraising reporting

Hard Skills

ExcelPowerPointTableauSalesforceSigmaFinancial planning & analysisData modelingBudgetingKPIsAnalytical skills

Soft Skills

Interpersonal communicationVerbal communicationTeamworkAttention to detailMulti-taskingEntrepreneurial mindset

Industry & Role

Industry Financial Services

Job Function Support PW & Blackstone teams with FP&A, reporting, and analytics

Role Subtype Financial Analyst

Tech Domains Tableau, Salesforce, Sigma, Microsoft Excel, PowerPoint

Keywords for Your Resume

fp&a associatemiamiprivate wealthfinancial planning & analysistableausalesforcesigmaexcelpowerpointbudgetingdata analysisfinancial reportingkpi developmentsenior managementdata managementdata integrityglobal fundraisingwealth management3+ years of experience in financial servicesExcelTableauSalesforceSigmaFP&A

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