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Financial Analyst - US P&L


Join Macquarie Asset Management in our Philadelphia office as a Financial Analyst supporting the Macquarie Asset Management Public Investments’ Business Finance team.  In this role, you will enjoy a fast-paced environment along with varied and challenging work which will offer senior-level management exposure across a wide variety of business activities. You will have a positive, confident and proactive approach, as well as exceptional time management skills.  You will work closely with and report to the Head of US P&L, Reporting & Analysis.

In this role, you will:


  • facilitate monthly/quarterly close process for Macquarie Asset Management Public Investments including but not limited to the monthly earning reforecast, fully allocated P&L analysis, line of business reporting and additional ad hoc profitability analysis as needed by Senior Management.
  • support development of the annual budget and overall financial plan including distributing budget templates, collaborating with department managers to develop expense and headcount projections and consolidating completed templates for load into Oracle Fusion.
  • prepare insightful budget / forecast versus actual analyses.
  • prepare monthly headcount analysis and variance to budget.
  • maintain and update Oracle Fusion reports, hierarchies and cost center structures.
  • produce and evaluate monthly trending reports relating to all recovery areas.
  • produce and evaluate targeted expense analyses


You will have at least three years of educational or work experience related to accounting or finance with exposure to the Investment Management / Financial Services industry.  You will also possess strong numerical and financial modelling skills.  A CPA or MBA is preferred. 

As a financial analyst, you will have excellent written and oral communication skills. You will be a proactive and resilient individual possessing strong interpersonal skills which will give you the ability to liaise with stakeholders at all levels.

An ability to maintain confidentiality, think laterally, solve problems independently, drive initiatives and manage projects, while working cohesively as part of a larger team, are all key characteristics required for this role.   For success in the role, you will be organized, and have an eye for detail.

About Macquarie Asset Management

Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage more than $A735.5 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate, and transportation finance.

Our COVID-19 policy

The health and wellbeing of our employees is a priority. We continue to focus on providing a safe workplace for our people, our stakeholders and those who visit us, and are committed to contributing to the safety of the communities where we live and work.

In line with evolving health regulations and many of our industry peers, we require all Macquarie employees in the United States to be fully vaccinated against COVID-19 and provide proof of full vaccination in order to attend the office and to participate in external meetings and business travel, unless a reasonable accommodation is approved or as otherwise required by law.

Our commitment to Diversity and Inclusion 

The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of ‘empowering people to innovate and invest for a better future’, we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

We equip our people with the support to work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.

About Macquarie

A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 17,000+ employees and offices in 33 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Find out more at

Job no: MAM-962332
Work type: Permanent - Full time
Location: Philadelphia
Category: Mid-level, Accounting & Finance, Data & Analytics
Group: Macquarie Asset Management
Division: Public Investments
Recruiter: Katie Maier
Opening Date: