Alphafmcroles

Senior Finance Business Partner (Asset & Wealth Management Consulting - North America)

New York · Senior

Sponsorship not specified$190k-$235kDetected 57 days ago

Data VisualizationSalesforceFinancial ModelingAccountingBudgetingFP&AAR/VRLeadershipCommunicationMentoring

About the role

Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes.
We now have over 1,180 consultants working with clients across North America, the UK, Europe, Middle East and APAC.
In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors.

To the Business Operations - the Senior Finance Business Partner (AWM NA) role reports directly into the CFO, who ensure functional alignment, capability development, and mentoring support.
Provide expert financial advice and guidance to senior leadership and business heads to support strategic business planning and decision-making.
Drive discussions on resource allocation, investments, and returns.
Identify potential financial risks and opportunities, contributing to the development of strategies that drive efficiency, improve financial performance, and reduce risk.
Lead finance modelling and scenario analysis for BU initiatives.
Support evaluation of new client opportunities and pricing strategies.
Develop rolling forecasts incorporating demand, pipeline and costs.
Support leaders in making proactive course corrections.
Track key performance indicators (KPIs) to drive value creation across revenue/profit/cashflow, analyze deviations from targets, and produce insightful financial reports for senior management.

University degree in Finance, Accounting, Business, or a related field (or equivalent experience).
Minimum of 7 years of experience in a Finance role, with at least 2 years in business partnering capacity.
Ability to think long-term, contribute to the development of new strategies, and identify opportunities for business growth and financial improvement.
Education:
Strong analytical and data interpretation skills to build financial models, analyze complex data sets, and identify key financial drivers.
Proven ability to build and maintain relationships across different levels of the organization.
Good to have:

Experience within a professional services firm (ideally within management consulting)
Experience or interest in the financial services industry
Experience of our systems (e.g., Salesforce, Sage) and data visualization tools (Pigment/PowerBI).
For this role it is important that this individual is co-located with the business and is able to attend key meetings in person - e.g. senior leadership meetings, strategic initiative workshops and 1:1s.
We expect that on average this will require c.
2-3d/w in the relevant office, but this may flex up or down depending on the week.
401k/RRSP matching
Laptop and mobile phone

Excellent leadership and communication skills to effectively convey financial insights to non-financial stakeholders.
A proactive, collaborative, positive approach to helping the organization succeed.
Skills and competencies:

Exposure to senior leadership - whether you are in an internal or a client facing role, you will have the opportunity to work with and learn from the best of the best - high performers at the top of their game.
Learning and growth opportunities - we run tailored training to help you be successful, provide you excellent mentorship, and offer up to 5 days paid training time per year.
Perhaps the best training though is the experience on the job - as everyone at Alpha has high responsibility and autonomy, you can develop your skillsets quickly.
Performance-driven culture with real impact - advancement at Alpha is based on impact and capability, not tenure or quotas. You'll have autonomy and see the tangible difference your ideas and decisions make.

Competitive salary with annual profit-sharing opportunity
25 days of annual paid time off
Supplemented medical, dental and vision coverage
Established yet entrepreneurial - with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business.
Backed by Bridgepoint - as part of one of the world's leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings - creating even more opportunity for our people.

Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle.
Our people are at the heart of everything we do.
We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade.

This listing is sourced directly from Alphafmcroles's careers page and normalized into a canonical job model.