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About the Role
The FP&A Associate will support Bayview Asset Management’s financial planning, forecasting, reporting, valuation, and strategic analytical efforts. This role partners closely with FP&A leadership and cross-functional stakeholders to develop rigorous financial analyses, evaluate business performance and strategic opportunities, and deliver actionable insights that support management decision-making. This is an analytical role for a finance professional with 4–6 years of relevant experience in FP&A, valuation, investment banking, transaction advisory, or a related analytical finance role.
Responsibilities
- Support annual budgeting, quarterly forecasting, and long‑range planning processes.
- Build and maintain integrated financial models for forecasting, valuation, scenario and sensitivity analysis, capital allocation, and business planning.
- Analyze historical and projected financial performance, identify key value drivers and risks, and assess results against budget, forecast, and prior periods.
- Evaluate the financial and strategic impact of new initiatives, investments, projects, and business decisions.
- Produce monthly and quarterly management reporting packages with variance analysis and commentary.
- Synthesize complex financial and operating data into concise, executive-ready insights and recommendations.
- Support the development of dashboards and visualization materials.
- Assist in tracking and monitoring KPIs for performance management and cost optimization.
- Partner with business leaders and cross-functional teams to gather inputs, validate assumptions, and ensure alignment on financial outputs.
- Support intercompany allocation analysis and expense management workflows.
- Respond to ad‑hoc analytical requests with accuracy, urgency, and attention to detail.
- Identify opportunities to improve FP&A processes, reporting accuracy, and efficiency.
- Leverage AI tools and platforms to automate recurring analyses, reduce manual work, and improve team efficiency.
- Maintain documentation and controls around assumptions, models, and outputs.
Requirements
- 4–6 years of relevant experience in FP&A, valuation, investment banking, transaction advisory, corporate finance, or a similarly rigorous analytical finance role.
- Strong financial modeling and analytical skills, including experience building integrated financial statements, forecasts, valuation analyses, scenario and sensitivity analyses, or transaction models.
- Direct budgeting experience.
- Advanced Excel proficiency, with the ability to build clear, well-structured models and analyze large, complex datasets.
- Demonstrated use of AI tools, such as large language models or AI-assisted coding and analysis, to accelerate work and solve problems creatively.
- Strong written and verbal communication skills, with the ability to distill complex analyses into clear, management-level materials and recommendations.
- Proven ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
- Creative thinker who approaches financial problems with intellectual curiosity and identifies non-obvious solutions.
- Highly analytical, with strong attention to detail.
- Collaborative team player who is comfortable working across functions.
- Self-motivated, organized, proactive, and eager to grow within FP&A.
- Sound business judgment, with a high level of professionalism and integrity.
Skills
- Financial modeling
- Financial analysis
- Budgeting
- Forecasting
- Valuation
- Scenario analysis
- Sensitivity analysis
- Capital allocation
- Business planning
- Management reporting
- Data synthesis
- Dashboard development
- KPI tracking
- Cost optimization
- AI tools (ChatGPT, Claude, Copilot)
- Tableau
- Snowflake
- Sigma
- Excel
- Financial planning platforms
- Power BI
- Alteryx
- Anaplan
- Vena
Location
- New York
Work Type
- Hybrid
- Full-time
Experience Level
- 4-6 years
Education Level
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
Salary/Compensations
- $140,000 - $175,000 base with a performance based bonus
Benefits
- Performance based bonus
About the Company
- Founded in 1993, Bayview Asset Management is an investment management firm focused on investments in mortgage and consumer credit, including whole loans, asset-backed securities, mortgage servicing rights, and other credit-related assets.
Equal Opportunity
- Bayview Asset Management is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.