FP&A MANAGER - Consultant, Six-Month Maternity Leave Coverage

NYC Private Credit - Investment Management Firm

J Harlan Group is currently conducting a search for an experienced and highly motivated FP&A Accountant at a prominent NYC Private Credit - Investment Manager to cover a six-month maternity leave coverage.

An exciting opportunity to report directly to the CFO of this fast-growing and dynamic investment organization that is experiencing exceptional growth! The FP&A Manager will play a crucial role in supporting the ?nancial planning, budgeting, and forecasting processes. This individual will work closely with the Finance team and other business units to provide key ?nancial insights, support decision-making, and ensure the ?nancial health of the company during the coverage period. There will be a one-month overlap period followed by ?ve months of individual responsibility for the job.

This position requires an ability to work independently in a fast-paced, dynamic environment where attention to detail, analytical skills and strong communication skills are essential.

This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills.

Key Responsibilities:

1. Budgeting & Forecasting:
   • Assist in the preparation of quarterly forecasts, and short-term liquidity management for the investment vehicles.
   • Maintain and update the management company budget and other stakeholder schedules.
2. Operational Support:
   • Collaborate with various business units to gather inputs for budgeting and forecasting.
   • Work on investor deliverables including quarterly track record and other metrics.
   • Monitor business performance from various revenue streams.
3. Ad-Hoc Analysis & Projects:
   • Support special projects and ad-hoc analysis as required by the CIO and CFO.
   • Contribute to process improvements to enhance reporting efficiency and accuracy.

The ideal candidate would have a background including:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related ?eld.
• Experience: 5+ years of experience in FP&A, Corporate Finance, or Accounting.
• Technical Skills: Pro?ciency in ?nancial modeling, and advanced Excel skills.
• Analytical Skills: Strong analytical and problem-solving skills with a keen eye for detail.
• Communication Skills: Excellent written and verbal communication skills.
• Team Collaboration: Ability to work collaboratively with cross-functional teams.
• Adaptability: Comfortable working in a fast-paced environment and managing multiple priorities.
  

Education:

• Strong academic record and a bachelor’s or higher degree in Accounting, Finance, or related field




Preferred Quali?cations:

• CPA or CFA certi?cation is a plus.
• Experience in Private Equity and Management Company operations.
  

An individual who loves solving deep and complex financial problems and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for FP&A accounting, a high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services.

If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at jgoldberg@jharlan.com or directly contact us at (212) 792-0099

About the Client:

The firm is a New York-based, private credit fund manager that provides collateralized loans to small and mid-sized, non-sponsored businesses. They currently have $3.1B+ AUM.

The firm’s investment funds deliver senior-secured, short-term funding to companies that have quality operations, assets, and strong profit opportunity, but lack efficient access to capital. Companies choose this organization rather than utilizing more traditional capital alternatives because they have a reputation for being responsive, decisive and are able to deliver on their commitments. They originate collateralized loans of $10 million to $30 million and offer an equity alternative for management teams with high conviction, which allows them to avoid equity dilution, and the long equity raise process, while executing immediate business and growth goals. The firm operates like a private equity firm, offering a wide array of resources to their portfolio companies - above and beyond traditional lenders – and underwriting more efficiently and rapidly. They have a highly experienced team of 27 professionals with deep investment and operating expertise.

They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm’s senior partners in a highly collaborative and charged investment environment.

Analytic and relentless in pursuit of Successful candidates are:

• the right answer
• Strong communicators who excel at rapid synthesis
• Able to demonstrate sound business judgment
• Able to digest complexity while maintaining an understanding of the “big picture” of business needs
• Team players who are energized by a collaborative enterprise
  

The firm’s employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients

Posted On: Wednesday, July 2, 2025