Job Description

Job Description

Coda Search is partnering with a leading alternative asset management firm who is seeking to hire a VP of FP&A to join its growing finance team. This individual will play a key role in driving financial planning, forecasting, fund modeling, and business analytics across the organization while partnering closely with senior leadership to support strategic decision-making. The position will also oversee a small team and help enhance reporting, processes, and financial infrastructure as the firm continues to grow.

This opportunity is ideal for a finance professional with 8+ years of experience within alternative investments, preferably credit, though candidates from private equity, private markets, hedge funds, or other alternative asset classes will also be considered.

Key Responsibilities

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• Develop and maintain sophisticated financial models for funds, products, and strategic initiatives.
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• Partner with executive leadership to provide financial insights, scenario analysis, and recommendations that support business decisions.
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• Analyze fund performance, profitability, expenses, management fees, incentive income, and key operating metrics.
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• Produce executive-level reporting packages, dashboards, and presentations for senior management.
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• Drive business analytics initiatives by identifying trends, risks, and opportunities across the organization.
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• Support strategic projects including new fund launches, capital planning, acquisitions, and operational initiatives.
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• Evaluate and improve financial reporting processes, controls, and planning systems to increase efficiency and scalability.
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• Collaborate with Accounting, Investor Relations, Operations, Treasury, and Investment teams on firmwide initiatives.
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Qualifications

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• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA and/or CFA is a plus.
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• 8+ years of progressive FP&A, corporate finance, or strategic finance experience.
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• Experience within an alternative asset management firm is required, with a preference for private credit; candidates from private equity, real estate, infrastructure, hedge funds, or other alternative investment strategies will also be considered.
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• Strong financial modeling and forecasting capabilities with the ability to analyze complex investment and operating data.
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• Experience building budgets, forecasts, and executive reporting for senior leadership.
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• Previous experience managing or mentoring junior finance professionals.
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