Senior Associate - Treasury and FP&A

Beverly, MA

Kforce has a publicly traded asset management client that is seeking to hire a Senior Associate, Treasury and FP&A to join their team in Beverly, MA. Summary: This client offers stellar benefits and a compensation package including 100% paid health plan (individual and family), fully paid disability, generous bonus and profit-sharing program, 401k, PTO, etc. You will work a Hybrid model, remote Monday/Friday and in office Tuesday - Thursday. If you are looking to grow and join a family environment, apply today. Duties:

  • Optimize and streamline operational processes and improve financial reporting accuracy and efficiency
  • Maintain and enhance management reports and forecasting models
  • Analyze data to identify trends and drivers of change
  • Contribute to the budgeting process
  • Develop and support analytics initiatives
  • Assist in building pricing models
  • Collaborate on the preparation of board-level presentation materials
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 2-3 years of experience in FP&A, corporate finance, strategy or consulting
  • Familiarity with asset management and fund product economics is a plus
  • Experience working in team-based and project management environments is a plus
  • Solid understanding of capital markets and the asset management industry is preferred
  • Proficiency in Microsoft Office Suite
  • Comfort working with large data sets, reporting tools, and/or ERP systems is preferred
  • Exposure to Salesforce or other CRM platforms is a plus
  • Strong analytical thinking and problem-solving skills
  • Excellent interpersonal and communication abilities

Posted 2025-09-24

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