Associate, Financial Planning & Analysis

Position Information

Hiring Manager:
Senior Manager, Financial Planning & Analysis
Department:
Strategic Accounting & Finance

Department Overview

The Strategic Accounting and Finance ("SAF") Team is responsible for the financial reporting, forecasting and analytics of the Management Companies at Golub Capital. Their goal is to provide reliable and timely information enhancing the financial situational awareness of Firm leadership. They regularly liaise with and support multiple departments to meet Golub Capital's overall financial needs. In addition, they manage critical financial functions including cash management, maintaining accounting records and reporting according to U.S. GAAP, firmwide compensation, budgeting and variance analysis, communicating financial performance to Firm leadership and partnering with Internal Accounting.

Position Responsibilities

The Associate, Financial Planning & Analysis ("FP&A") will help prepare financial forecasts for the Management Company Accounting Team in the New York office. This role requires a professional, dependable, energetic individual with excellent attention to detail and the ability to handle several projects simultaneously to meet tight deadlines.

Responsibilities include, but will not be limited to:

• Assisting with the preparation of forecasts and budgets along with reporting and tracking for the following key areas:
  • Management Companies
  • Lines of Business
  • Capital Under Management
  • Product PnL Reports
• Providing department leaders with monthly spend vs. budget
• Utilizing Workday to forecast expenses based on cost center and business line
• Preparing management reports and deliverables
• Performing fluctuation analyses between forecast, prior period and actual results
• Assisting in the completion of monthly general ledger closes, including ownership for our expense allocation process
• Assisting with the enhancement and improvement of existing documentation process and procedures
• Completing special projects as directed by the CFO and other leaders within the SAF Team

Candidate Requirements

Qualifications & Experience:

• Bachelor's degree in Accounting with 2+ years of relevant experience in accounting or Bachelor's degree in Finance with 2+ years of relevant experience in FP&A required
• Experience with Financial Planning, Budgeting and Analysis is a plus
• Proficiency in Excel and PowerPoint is required
• Experience with Workday and OfficeConnect is a plus
• Meticulous attention to detail and accuracy
• Desire to analyze and manage large sets of data
• Technologically savvy with a base understanding of how accounting systems work
• High level of intellectual curiosity with a desire to develop and implement innovative solutions to complex business challenges
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.

• Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
• Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
• Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.
• Compliance: Ensures compliance with laws and regulations related to tax and accounting. Stays current on legislative and regulatory changes and implements practices to stay compliant.
• Financial Analysis: Leverages financial policies, accounting principles, technology and other financial analytics and metrics to ensure compliance and generate insights.
• Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
• Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.

Compensation and Benefits
For New York Only: It is expected that the base salary range for this position will be $105,000 to $125,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Golub Capital is an Equal Opportunity Employer.

Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.