Job Title: Senior Associate, Financial Planning & Analysis
Department: Finance
Reports To: Vice President, Financial Planning & Analysis
FLSA Code: Exempt
Estimated Salary: $120,000 - $130,000
Job Summary:
The Senior Associate, FP&A will provide business support to the Global Distribution teams and assist with all reporting and value-add analysis supporting these departments. The role will also support various firm wide reporting and ad hoc analysis, including peer and competitor analysis, earnings support, and Investor Relations support. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Provide insightful reporting and financial analysis on the firm’s sales organization, including monthly, biweekly, and quarterly reporting
- Interact with senior leaders in the firm’s sales departments to report on all assets, flows, and sales related activities
- Partner with CRM team to enhance dashboards to assist sales leaders using Power BI reporting tool
- Assist with coordination of all Investor Relations activities and analysis
- Participate in annual budget planning for various teams within the organization and maintain ongoing forecasting – specifically related to expenses
- Produce regular and ad hoc analysis related to peers or competitors including peer quarterly earnings summaries for senior management
- Provide insightful investment performance reporting
- Assist with firmwide deliverables and reporting including Daily AUM reporting, earnings support and materials, assistance with corporate investor relations activities
Minimum Requirements:
- 2-3 years of total experience in financial services industry (asset management industry experience a plus)
- Big 4 Public accounting experience a plus
- Advanced Excel and financial modeling skills
- Experience with Salesforce and PowerBI preferred
- Strong presentation and communication skills
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
