FP&A Manager

Hernandez Advisors manages assets for more than 200,000 clients through 120 offices. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Quarter-end is busy, and everyone helps with client review prep.

Hernandez Advisors runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. This is an in-person role at our New York City location.

Main duties:

• Improve forecasting processes and cut manual steps out of the model
• Partner with department heads to understand spending and headcount plans
• Develop dashboards in Power BI or Tableau for leadership
• Update KPIs such as gross margin, CAC and revenue per employee

What we're looking for:

• 7+ years of FP&A, corporate finance or public accounting experience
• Clear written commentary for monthly reporting
• Bachelor's degree in finance, accounting or economics

Perks and benefits:

Compensation: $148,000 to $182,000/year DOE.

• Medical, dental and vision insurance
• 401(k) with 4% match
• Paid holidays
• Tuition reimbursement

We are an equal opportunity employer. If you need an accommodation during the application process, let us know.

We are unable to sponsor visas for this position.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Hernandez Advisors LLC.