Director of FP&A

Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.

Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who have spent years working inside of asset managers is what truly differentiates us.

Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first.

What You Will Do:

As Director of FP&A at Petra Funds Group, you will play a critical role in supporting the firm’s CFO and senior leadership team, operating at the intersection of financial planning, analysis, and executive reporting. This is a high-visibility position focused on driving financial insight, ensuring data integrity, and enabling strategic decision-making across the business. 

Key Responsibilities:

• Leading financial planning & analysis, including budgeting, forecasting (revenue and EBITDA), and variance analysis
• Developing and maintaining financial models to support strategic decision-making
• Preparing and delivering board and executive-level reporting materials, including financial decks and performance narratives
• Conducting contribution margin and unit economics analysis to inform business performance
• Partnering cross-functionally to reconcile data across systems (e.g., Salesforce, finance platforms, engagement letters) and ensure reporting accuracy
• Driving ad hoc financial analysis and strategic projects for executive leadership
• Contributing to corporate strategy initiatives, including potential exposure to M&A and corporate development activities

What You’ll Need:

• 6–8+ years of experience in investment banking, management consulting, FP&A, or strategic finance
• Strong financial modeling and analytical skills, including forecasting, budgeting, and scenario analysis
• Experience building executive-level presentations (e.g., board decks, leadership updates)
• Advanced proficiency in Excel and PowerPoint
• Strong attention to detail, particularly in data validation and reconciliation
• Ability to synthesize complex data into clear, actionable insights
• Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams

Salary Range

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $146,000 – $219,000. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.

How We Care 

We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include: 

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. *
• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
• Flexible paid time off to recharge, travel, or take care of what matters most.
• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year. 
• Hybrid work environment that offers flexibility and supports work-life balance. 

*Funded amount is prorated for new hires. 

What We’re Proud Of 

We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience: 

• Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture. 
• Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.