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FP&A Analyst
Omni BridgewayFP&A Analyst role supporting fund reporting at Omni Bridgeway, a leader in litigation finance. Responsible for company, fund, and portfolio reporting outputs in a hybrid environment.
About the role
Key responsibilities & impact- Prepare and maintain quarterly Investment Portfolio Reports (IPRs).
- Prepare and maintain half year and full year investor presentations.
- Contribute to Investor Day planning, content and delivery.
- Produce and maintain the monthly CEO report.
- Generate and maintain fund investor reports including fund level metrics.
- Expand and maintain attribution models for fund reporting.
- Generate and maintain insurance and co funder reports.
- Respond to fund investor reporting queries.
- Maintain Datasite (data room) structure, access, and controls.
- Prepare board papers and reporting packs for fund board meetings.
- Maintain LP specific reporting requirements and update LP register accordingly.
- Perform P caps checks by reconciling SS&C reports to internal fund reports.
- Maintain strong working knowledge of SS&C reporting outputs and controls.
- Maintain the Master Portfolio File and portfolio level metric accuracy.
- Maintain vintage reporting methodologies and outputs.
- Support fund capital raises with metrics, reporting packs, and Q&A responses.
- Proactively identify process and system improvements to enhance efficiency, quality, and innovation.
- Adopt new tools and ways of working quickly and effectively.
- Support team and wider business transformation and efficiency initiatives.
Requirements
What you’ll need- Advanced Excel and financial modelling skills.
- Strong financial, analytical, and problem-solving skills.
- Excellent attention to detail.
- Strategic thinker with a results driven attitude.
- Excellent written and oral communication skills.
- Ability to navigate a complex stakeholder environment and build relationships.
- Ability to work both autonomously and within a high performing team.
- Ability to juggle multiple priorities and deadlines at the same time.
- Aptitude for flexible work hours across different time zones.
- Relevant experience in a similar analytical role.
- Undergraduate qualification in Commerce / Business, or similar related field.
- CPA / CA or equivalent qualifications preferred but not essential.
Benefits
Comp & perks- Support for continued professional development, career progression and access to excellent mentors.
- Hybrid working and flexible working arrangements within a family-friendly environment.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
advanced Excelfinancial modellingattribution modelsP caps checksSS&C reportingportfolio reportingvintage reporting methodologiesfund reporting metricsdata reconciliationreport generation
Soft Skills
analytical skillsproblem-solving skillsattention to detailstrategic thinkingresults drivenwritten communicationoral communicationrelationship buildingautonomous worktime management
Certifications
CPACAundergraduate qualification in Commerceundergraduate qualification in Business