Finance and investor - relations experts reviewing documents for Mercor’s AI - training projects. Providing structured feedback to improve the quality, accuracy, and relevance of frontier AI systems.
NP
Associate, Financial Planning & Analysis, Corporate Finance
Posted 27 minutes ago
About the role
- FP&A Associate supporting budgeting, forecasting, KPI reporting, and financial modeling for Northleaf, a global private markets investment firm. Delivering analysis for leadership, boards, and strategic planning.
Responsibilities
- Support development of Northleaf's long-term strategic plan and quarterly performance management
- Maintain and improve the financial model, including inputs, outputs, and key assumptions
- Produce monthly and quarterly management reporting of financial performance with commentary and variance analysis
- Report results to IGM Financial, the Board of Directors, Management, and Shareholder Committees
- Define and report key operating metrics and KPIs across the organization
- Maintain and update business-unit profitability allocation models and KPIs
- Support Northleaf's annual budgeting process and gather input from business and functional leaders
- Support the annual business valuation process
- Create monthly and quarterly AUM continuity reporting by total, asset class, and fund
- Analyze fundraising and investment pacing drivers
- Support the broader corporate finance function and enterprise-wide financial strategy
- Provide ad hoc decision support and analysis
Requirements
- 3+ years of experience in Financial Modeling, Corporate Accounting, or a similar function
- Experience in investment banking, management consulting, or asset management is advantageous
- Bachelor's Degree in Business, Finance or Economics and/or CPA/MBA/CFA would be an asset
- Ability to analyze complex financial models, distill key insights, solve problems, and draw conclusions
- Experience reporting financial results and KPIs across multiple periods, including variance analysis
- Mastery of MS Excel and experience developing financial models
- Confidence with PowerPoint and add-in functionality
- Experience manipulating, analyzing, and visualizing large datasets using SQL and/or Python (or R), Tableau / Power BI is considered an asset
- Strong communication skills
- Ability to prioritize and multi-task in a fast-paced, dynamic environment
- Excellent time management and organizational skills
- Strong interpersonal skills and ability to manage working relationships
- Highly self-motivated and self-directed
- Intellectual curiosity and commitment to continuous learning
- Ability to take initiative and investigate issues
- Team-player mindset
- Alignment with Northleaf's values of respect, integrity, collaboration, and professionalism
- Comfortable working with AI-enabled tools and technologies
Benefits
- Employer-funded benefits plan
- Group retirement plan
- Ability to invest in Northleaf funds on a no fee/no carry basis
- Fitness and wellness reimbursement
- Charitable donation matching
- Tuition assistance
- Hybrid work model with up to two remote days per week
- Option to work fully remotely for up to two weeks per year
- Inclusive and accessible candidate experience with accommodations available during the selection process
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Finance and investor - relations experts reviewing documents for accuracy and relevance. Supporting Mercor’s AI labs and enterprises in training frontier models.
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