FP&A, Accounting Associate

Most FP&A roles offer “exposure.” This one is built around it.This is a high-impact role within a leading investment platform where you’ll work directly with leadership and investment teams, helping translate business activity into financial insight and strategy.You’ll be stepping into a dynamic environment where the work goes beyond standard reporting — with a strong focus on modeling, forecasting, and building processes that support a growing business.Core Responsibilities• Develop and maintain financial models to support planning and decision-making• Deliver firmwide forecasting and performance analysis• Partner with investment teams to build and consolidate revenue projections• Create executive presentations and communicate key financial insights• Collaborate with data/technology teams to improve reporting and dashboards• Support ongoing process improvements and automation initiatives• Respond to ad hoc requests tied to leadership prioritiesWhat Makes This Different• High visibility with senior stakeholders across the firm• Opportunity to work across finance, strategy, and data initiatives• Exposure to how an investment platform operates at a high level• Less routine reporting, more forward-looking and project-based workIdeal Background• 3–5 years of relevant experience (FP&A, corporate finance, or Big 4)• Strong analytical and financial modeling capabilities• Ability to manage multiple workstreams in a fast-paced setting• Experience with or interest in tools like Power BI, Power Query, or Anaplan• Strong communication skills and attention to detailLocation• Chicago-based roleThis is a strong fit for someone looking to step out of a purely audit or reporting-focused role and into a position with real strategic impact and long-term growth.