Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00 / yr - $250,000.00 / yr

Additional compensation types

Annual Bonus

Direct message the job poster from Atlas Search

This is a globally recognized investment management firm with a multi-strategy platform spanning private equity, credit, infrastructure, real estate, and capital markets. The firm is known for its disciplined approach, long‑term investment horizon, and ability to deploy capital across diverse sectors and geographies. Its integrated business model combines deep operational expertise, capital markets capabilities, and a strong balance sheet, allowing it to invest alongside its clients and create value across market cycles.

With offices across major financial centers worldwide, the organization partners with institutional investors, management teams, and corporate clients to deliver thoughtful, data‑driven financial and strategic solutions.

Overview

The Financial Planning & Analysis (FP&A) team plays a critical role in supporting the firm’s global finance function by delivering timely insights, actionable analytics, and forward‑looking recommendations. The group partners closely with business and investment leaders across all divisions to help drive strategic decisions, manage performance, and optimize resource allocation.

The Director of FP&A will lead firmwide revenue forecasting, monetization modeling, and deployment planning. Reporting to the Head of Firm Reporting & Revenue Planning, this position is highly visible within the organization and offers direct exposure to senior leadership across finance, investments, and operations.

Key Responsibilities

Oversee global revenue planning and forecasting, including scenario modeling, budgeting, and performance analysis.

Partner with investment teams to evaluate monetization events, exits, and realization scenarios on a quarterly and ad hoc basis.

Provide commentary and analysis on firm and business unit performance to senior executives and department heads.

Continuously improve the forecasting and reporting infrastructure, including models, dashboards, and analytical tools.

Lead and mentor junior analysts, ensuring consistency, accuracy, and excellence in all deliverables.

Support ad hoc projects across the FP&A function, including strategic initiatives and firmwide planning processes.

Serve as a key advisor to senior finance and business leaders, delivering insights into trends, risks, and revenue opportunities.

Qualifications

10+ years of experience in FP&A, strategic finance, investment banking, or corporate finance, preferably within financial services or asset management.

Seniority level

Director

Employment type

Full‑time

Job function

Finance

Industries

Investment Management

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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