Associate Director - Financial Planning & Analysis

Role Overview

We are seeking an experienced FP&A professional to support financial planning, forecasting, and management reporting for a fast-growing hedge fund. The role will partner closely with senior management and investment/business teams, providing forward-looking financial insights to support strategic decision-making across the management company and regional entities.

Key Responsibilities

Lead the annual budgeting and periodic forecasting processes for the management company and regional offices.

Prepare and deliver monthly management reporting, including variance analysis versus budget and prior periods.

Develop financial models and scenario analysis to support business planning, headcount growth, cost optimisation, and strategic initiatives.

Partner with senior management, business heads, and investment teams to provide actionable financial insights.

Monitor and analyse key performance indicators (KPIs) such as cost ratios, headcount metrics, and operating margins.

Support AUM-driven revenue analysis, expense allocation, and profitability analysis across entities and strategies.

Work closely with Finance Operations / Controllers to ensure accuracy and consistency between actuals and management reporting.

Assist with board, investor, and senior management presentations as required.

Drive improvements in FP&A processes, reporting automation, and financial systems/tools.

Key Requirements

Education / Professional Qualifications

Degree in Accounting, Finance, Economics, or related field.

CPA / CA / ACCA / CFA is an advantage but not mandatory.

Relevant Experience

Minimum 5-6+ years of FP&A experience, preferably within hedge funds, asset management, private equity, or financial services.

Strong experience in budgeting, forecasting, and management reporting.

Exposure to management company accounting within alternative asset managers is highly preferred.

Experience working in a fast-paced, growth-oriented environment.

Technical Skills

Strong financial modelling and analytical skills.

Advanced Excel skills experience with financial planning tools is a plus.

Ability to translate complex financial data into clear insights for non-finance stakeholders.

Familiarity with cross-border entities and multi-currency environments is advantageous.

Behavioural Competencies

Commercially minded with strong business partnering skills.

Proactive, hands-on, and able to work independently.

Strong communication and presentation skills.

Detail-oriented with the ability to see the big picture.

Comfortable operating in a dynamic hedge fund environment.