Job Description
Overview: As a key member of the Corporate Finance team, the Associate will support CFO and Managing Director of Corporate Development in financial planning, forecasting, public reporting, and strategic projects. This role works closely with the Senior Management Team, playing a critical part in advising on financial performance and driving best-in-class financial processes across the firm.
Key Responsibilities:
Assist in public company reporting in collaboration with Accounting and Investor Relations.
Support FP&A processes, including budgeting, forecasting, and variance analysis.
Track and analyze Key Performance Indicators (KPIs) and their impact on financial results.
Develop high-quality financial presentations for executive leadership and the Board.
Partner with cross-functional teams on strategic and financial projects.
Participate in monthly and quarterly financial reviews to provide variance insights.
Understand and communicate the firm’s financial and business model.
Qualifications:
Education: Bachelor’s in Finance, Accounting, or Economics; CPA/CFA preferred.
Experience: 3–5 years in financial analysis or accounting; experience with ERP (e.g., NetSuite) and FP&A tools.
Skills:
Strong Excel and PowerPoint capabilities
Financial modeling and forecasting
Analytical mindset and attention to detail
Strong communication and collaboration skills
Ability to manage and lead projects independently
Preferred Skills:
Experience in asset management or private markets
Familiarity with public company reporting
Exposure to VBA, SQL, or Python
Expense management knowledge
***Salary- $110k-$125k Base
Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
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