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Strategic Financial Expert

1 week ago

Stamford, Connecticut, United States Coda Search│Staffing Full time

Coda Search is partnering with a leading asset management group to hire a Strategic Finance Manager.

Key Responsibilities
  • Oversee budgeting, forecasting, performance reporting, financial modeling, valuations, and strategic projects related to M&A and fundraising activities.
  • Lead all performance reporting across multiple entities.
  • Create financial models analyzing key performance metrics.
  • Support M&A and fundraising activities by working closely with the leadership team.
  • Prepare forecasts and assist with the company's financial plan.

The ideal candidate will have:

  • A Bachelor's degree required; an MBA would be a plus.
  • ~5+ years of FP&A experience.
  • Prior experience in investment banking would be beneficial.
  • Extensive experience preparing budgets, forecasts, and financial models.
  • Strong Excel skills.