FP&A Implementation Manager/Director – Global Investment Management Firm

Los Angeles, California


FP&A Manager/Director- ERP & Corporate Allocations

Our client, a prominent Investment Management firm with a global presence, is looking to bring on a FP&A Manager or Director with a focus on ERP and Corporate Allocations.
This role will be responsible for overseeing and implementing new software and systems, financial reporting, allocations, reviewing contracts, and manage full cycle accounting.

**IMPORTANT: This role will return to the office starting in Mid June**

Who Are You:

  • Bachelor's degree in, Business Administration, Finance, Accounting, or relevant field
  • 8+ years of experience in Finance and Accounting. Industry experience or a combination of Public Accounting and Industry 
  • Extensive knowledge of GAAP accounting, data warehouse and BI tools (e.g. Tableau/PowerBI)
  • Experience managing and leading financial system implementation projects
  • Proficient in Microsoft Suite
  • Added Bonus: Understanding of Yardi, MRI, J. D. Edwards or comparable software + knowledge of CAM accounting
  • Preferred: CPA, CFA, MBA

What You’ll Do:

  • Manage time tracking system and create optimizations
  • Handle reporting process, new task setup, task access requests, timesheet compliance reporting, implementing system configuration changes
  • Handle all process and controls documentation, expert understanding of company system calculations and functionality, complete ownership of system administration, input preparation and scenario calibration, working with the in-house IT team and external vendors to continuously improve the system and enhance reporting capabilities,
  • Prepare and review monthly/quarterly/annual recurring journal entry
  • Assist with all ad-hoc reporting and requests related to time and cost allocations
  • Liaison between the firm and its clients and affiliates to communicate concepts included within fund documents and services contracts
  • Maintain the full list of service offerings that the firm provides to its clients and affiliates and related reimbursement rules. Ensure that reimbursement rules are applied accurately in the system
  • Prioritizing the improvement of systems and business processes

Why Work Here:

  • Entrepreneurial Environment: Collaborate with industry leaders while focusing on personal and professional growth
  • Welcoming Culture: Receive great perks and join a team that is eager to teach
  • Opportunities All Around: Expand and develop your technical and professional skills

If your experience aligns with the above requirements, please share your resume to phooshim@provenrecruiting.com for confidential consideration.

NOTE: We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned,  and is a strong advocate for diversity and inclusion in the broader community.


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