Our client—the strategic investment arm of a multi-billion-dollar private-equity platform—needs a Director of Corporate FP&A to turn the financial output of 100-plus legal entities into clear, forward-looking insight for senior leadership.
• Develop and deliver monthly and quarterly management-reporting packages that translate multi-entity consolidations into decision-ready analysis for executives
• Convert entity-level data into roll-up dashboards, scenario models, and variance analyses that spotlight key performance drivers and emerging trends
• Partner with Accounting, Corporate Finance, and portfolio-company teams to validate data accuracy, align assumptions, and ensure cohesive storytelling across all reports
• Provide ad-hoc financial analyses for capital allocation, M&A, and strategic-planning initiatives, including sensitivity testing and what-if modeling
• Monitor KPIs, surface anomalies, and recommend actions to optimize revenue growth, cost efficiency, and working-capital usage
• Lead or support system enhancements, upgrades, and integrations that improve data flow, consolidation speed, and reporting automation
• Promote a data-driven finance culture by standardizing metrics, refining reporting templates, and advancing best practices in visualization and insight delivery
Qualifications & Experience
• 10+ years in FP&A, management reporting, or corporate finance within complex, multi-entity environments (financial services or high-growth corporate settings preferred)
• Strong accounting foundation with working knowledge of journal entries, intercompany eliminations, and consolidation mechanics
• Proven ability to distill large, complex data sets into executive-level narratives that drive decision-making
• Demonstrated success operating in fast-changing environments where systems and processes are evolving; ERP or consolidation-tool implementation experience is a plus
• Advanced Excel skills and familiarity with BI or dashboarding tools (e.g., Power BI, Tableau, OneStream)
• Clear, concise communicator comfortable interfacing directly with C-suite stakeholders and cross-functional teams
Why It Matters
This role sits at the center of a multi-billion-dollar investment platform, transforming the outputs of more than one hundred legal entities into a single, forward-looking narrative. By turning complex data into clear insight, you’ll guide leadership on what’s working, what isn’t, and where to allocate capital next; to directly shape firm-wide strategy and performance.
Northbound Executive Search offers a genuine, hands-on approach to recruiting. We provide both Permanent and Temporary/Consulting recruitment services to companies looking to hire high performing professionals in the NYC metro region. We have been consistently recognized as the premier recruitment firm servicing a variety of industries including Private Equity, Hedge Fund, Asset Management, Investment Banking, Trading, Brokerage, Real Estate, Law Firms, Technology, Media, Entertainment, Insurance and more. Our proven approach, developed over many years of best-in-class recruiting continues to deliver exceptional results for a select group of clients and candidates we serve.
From staff level to C-Suite, we partner with our clients across a variety of functional areas including:
• Accounting & Finance – Fund Accounting, Corporate Accounting, Reporting, Taxation, Financial Planning & Analysis
• Financial Operations - Trade Support, Risk, Quant, Valuation, Business Analysis, Investor Relations, Client Services, Treasury
• Legal & Compliance – In-House Counsel and Compliance as well as Associates and Partners at Law Firms including Corporate, IP, Real Estate and Litigation
• Office Support – Executive Assistants, Administrative, Reception, Office Management
• Human Resources – HR Generalists, Benefits Administration, Talent Acquisition, H.R.I.S.
...and more
