Finance Associate

at  Hoxton Circle

We have a dynamic and growing firm operating in the investment industry, focused on delivering strategic insights and driving financial performance for our stakeholders. They have been seeking a talented and motivated FPA Associate to join our team. This role offers an exciting opportunity to make a significant impact within our organization while honing your skills in financial modeling, analysis, and strategic planning.
Job Summary: The FPA Associate will play a critical role in supporting the financial planning, forecasting, and analysis functions for the company. The ideal candidate will have strong financial modeling skills, experience in the investment industry, and a proven track record of working with cross-functional teams. This individual will be responsible for analyzing financial data, developing models, and providing actionable insights to support key business decisions.

QUALIFICATIONS:

• Bachelors degree in Finance, Accounting, Economics, or a related field; CFA or CPA designation preferred.
• 3-5 years of relevant experience in FPA, financial analysis, or corporate finance, with some exposure to the investment industry (e.g., private equity, asset management, investment banking).
• Advanced financial modeling skills, including proficiency in Excel for building complex models, sensitivity analysis, and scenario planning.
• Strong analytical skills with the ability to translate data into insights and actionable recommendations.
• Ability to work independently and collaboratively in a fast-paced environment with a high degree of accuracy.
• Excellent communication and presentation skills, with the ability to convey financial information to both financial and non-financial stakeholders.
• Strong attention to detail, problem-solving skills, and a proactive mindset.

• Develop, maintain, and enhance complex financial models to support budgeting, forecasting, and strategic planning processes.
• Analyze financial and operational data to provide insights into business performance, key trends, and growth opportunities.
• Assist in preparing monthly, quarterly, and annual financial reports, including variance analysis and executive-level presentations.
• Support the annual budgeting process and long-term financial planning by collaborating with various departments to gather inputs and assumptions.
• Conduct ad hoc financial analysis to support investment evaluations, strategic projects, and decision-making.
• Partner with business leaders to understand financial drivers, optimize performance, and improve profitability.
• Support due diligence and financial analysis related to mergers, acquisitions, and other strategic initiatives.
• Continuously improve financial models and processes to drive efficiencies and enhance accuracy.