FP&A Analyst

The FP&A Analyst will be responsible for developing financial reporting, forecasting, valuation, and benchmarking for the Crown enterprise, supporting strategic decision making across asset classes.

Requirements

• Partner with FP&A team members in the development of annual and quarterly Enterprise Reporting and cash forecasting.
• Contribute to FP&A Customer Service model in supporting stakeholders with investment data aggregation, analysis, and reporting.
• Serve as a point of contact for a variety of investment and family office stakeholders, addressing inquiries, concerns, and providing exceptional customer service.
• Implement and monitor benchmarking processes to enable consistent reporting across the enterprise and comparative performance vs. industry standards.
• Develop performance projections, investment analysis, and asset allocation parameters.
• Utilize technology to implement standardized reporting across the enterprise.
• Collaborate with team members, FP&A in the development and maintenance of FP&A Investment Database, related tables, SQL queries, and PowerBI visualizations.
• Develop ad-hoc reports, requests, presentations, board materials, etc. to support strategic decision making and initiatives.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Life Insurance
• Disability Insurance