Senior Analyst Financial Planning and Analysis

4 weeks ago

New York, United States Brewer Morris Full time

Work Type/Location: This position will by hybrid out of the NYC coming into the office at least 3-days per week with Monday, Tuesday, and Thursday being set office days.


Salary Range: An annual base salary of $100,000 - S120,000 is what we expect to pay for this position, based on overall skills and experience.


Who is Our Client?


Founded in 2009, our client is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.


What you’ll do:

  • Participate in the global annual planning process and monthly forecasting process which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations.
  • Aid in the preparation of strategic plans at business unit and corporate level, new business analysis, and ad hoc analyses in coordination with Investor Relations.
  • Help implement the QRM ALM for forecasting
  • Help with the scenario planning (What-If analysis) on the impact of key items (loan growth, deposit rates, deposit betas etc.) on the P&L and capital levels
  • Support Corporate FP&A and Strategic Finance team during the quarterly earnings process
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Refine management financial reporting including KPI dashboards, monthly business reviews, board presentations, investor packages
  • Enhance controls and streamline processes, introducing automation where possible.
  • Foster collaborative relationships with business teams, implement new processes and drive continuous improvement through insightful analysis, building accountability and predictability of financial performance


What do you need?

  • Minimum 2+ years of corporate FP&A, investment banking or consulting experience
  • FP&A experience supporting financial services industry a strong plus
  • Demonstrated experience with quantitative and qualitative analysis across financial products, performance analysis, project management of financial planning projects, developing data reporting, and analytics processes for financial services industry.
  • Strong analytical, financial modeling and problem-solving skills
  • Experience with FP&A systems (Bancware, QRM and Workday – a big plus)
  • Demonstrated ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership
  • Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
  • Willingness to embrace unstructured environments and problems, and manipulate large data sets
  • Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
  • Strong attention to detail
  • The ability to communicate clearly, both verbally and in writing, at all levels within the organization and externally
  • Results focused
  • Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
  • Strong interpersonal skills with the ability to work independently and as part of a team.


Education:

  • Bachelor’s degree preferably in finance or economics.
  • Master’s degree a plus
  • Strong academic credentials.
  • CFA/CPA a plus

  • Senior Financial Planning

    1 week ago

    New York, United States Sensio Inc Full time

    Job DescriptionJob DescriptionSENIOR FINANCIAL PLANNING & ANALYSIS (FP&A) ANALYSTMade by Gather (MBG) is seeking an experienced Senior Analyst to join our growing FP&A team; this person will play a critical role in shaping and leading financial planning for the Company.Reporting to the Sr. Director of FP&A, the Senior Analyst will assist with the design,...

  • Senior Manager of Financial Planning and Analysis

    3 weeks ago

    New York, New York, United States Playfly Sports Properties, LLC Full time

    Job Description:We are seeking a Senior Manager of Financial Planning and Analysis to join our team at Playfly Sports Properties, LLC. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of driving business growth and improving financial performance.Responsibilities:Lead the day-to-day operations...

  • Senior Financial Planning and Analysis Lead

    6 days ago

    New York, New York, United States Sensio Inc Full time

    Sensio Inc is a growing company that seeks an experienced Senior Analyst to join its FP&A team. The ideal candidate will have strong financial modeling skills, excellent organization skills, and be detail-oriented.The Senior Analyst will assist with the design, build, and execution of all key financial planning processes at Sensio Inc. They will work closely...

  • Senior Analyst Financial Planning and Analysis

    3 weeks ago

    new york city, United States Brewer Morris Full time

    Work Type/Location: This position will by hybrid out of the NYC coming into the office at least 3-days per week with Monday, Tuesday, and Thursday being set office days.Salary Range: An annual base salary of $100,000 - S120,000 is what we expect to pay for this position, based on overall skills and experience.Who is Our Client?Founded in 2009, our client is...

  • Strategic Financial Planning and Analysis Leader

    6 days ago

    New Berlin, Wisconsin, United States Creative Financial Staffing Full time

    We're seeking a highly skilled Strategic Financial Planning and Analysis (FP&A) Leader to join our finance team at Creative Financial Staffing. This key role is crucial for driving data-driven decision-making, leading financial planning processes, and delivering actionable insights to support business growth.Role OverviewThe Senior FP&A Analyst will be...

  • Senior Financial Planning Specialist

    2 days ago

    New York, New York, United States Creative Financial Staffing Full time

    Our client, a renowned non-profit organization based in lower Manhattan, seeks a highly skilled Senior Financial Analyst to join their team. This is an excellent opportunity for a motivated professional to make a meaningful impact while advancing their career.About the RoleThe successful candidate will work closely with the leadership team to drive financial...

  • Senior Financial Analyst NY

    2 weeks ago

    New York, United States Creative Financial Staffing Full time

    About the CompanyDo not pass up this chance, apply quickly if your experience and skills match what is in the following description.Our client is one of the largest non-profit organizations in the United States located in lower ManhattanThe Senior Financial Analyst will work with a $300 million budget as the organization offers different programs for...

  • Senior Financial Analyst NY

    2 weeks ago

    new york city, United States Creative Financial Staffing Full time

    About the Company Our client is one of the largest non-profit organizations in the United States located in lower Manhattan The Senior Financial Analyst will work with a $300 million budget as the organization offers different programs for individuals with disabilities of all ages Many employers have been with the program long term and have moved strong...

  • Senior Financial Analyst Position

    6 days ago

    New York, New York, United States Creative Financial Staffing Full time

    About the OpportunityWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a key member of our organization, you will play a crucial role in maintaining and reconciling general ledger accounts, including accounts payable, accounts receivable, and premiums.ResponsibilitiesMaintain and reconcile general...

  • Finance Business Analyst, Financial Planning and Analysis

    7 days ago

    New York, New York, United States Flagstar Bank Full time

    Overview">We are seeking a highly skilled Finance Business Analyst to join our team at Flagstar Bank. This role will provide financial insights and analysis to support key business initiatives.">Job Description:">In this role, you will work closely with executive management and the Board of Directors to deliver financial insight and analysis that drives...

  • Senior Financial Planning

    4 weeks ago

    New York, United States Synergy Interactive Full time

    *This will be a 6 month contract to start and hybrid NYC*This role supports financial planning and forecasting processes for the Business Solutions Division. The position involves close collaboration with various departments, including HR, Sales, and Finance Operations, to oversee budgeting, headcount management, and expenditure controls. Key...

  • Senior Financial Analyst Lead

    5 days ago

    New York, New York, United States Creative Financial Staffing Full time

    About Our ClientOur client is one of the largest non-profit organizations in the United States, located in lower Manhattan. They provide various programs for individuals with disabilities of all ages.The Budget Director will handle a competitive salary and great benefits package, including a 403B with match, medical, dental, vision, PTO, and tuition...

  • Senior Financial Analyst

    2 days ago

    New Hope, Minnesota, United States Creative Financial Staffing Full time

    About UsCreative Financial Staffing is a dynamic and innovative financial services company.Our TeamWe are seeking an ambitious Senior Financial Analyst to join our team of financial experts.Job DescriptionThe Senior Financial Analyst will be responsible for supporting the accounting team with various tasks such as account reconciliations, accounts payable...

  • Senior Financial Planning and Analysis Specialist

    6 days ago

    New York, New York, United States Goli Tech Full time

    About Goli TechGoli Tech is a cutting-edge technology company that values innovation, teamwork, and excellence. We are dedicated to providing our customers with top-notch services and solutions.Job SummaryWe are seeking an experienced Senior Financial Planning and Analysis Specialist to join our team. This role will play a critical part in supporting our...

  • Senior Financial Analyst

    6 days ago

    New York, New York, United States Rose Companies Full time

    Job Title: Senior Financial AnalystThe Rose Companies is seeking a highly skilled Senior Financial Analyst to join their team. As a key member of the financial department, you will be responsible for reviewing and verifying project invoices, ensuring they are in line with contracts and budgets. Your expertise in financial analysis and problem-solving skills...

  • Senior Financial Planning and Analysis Leader

    3 weeks ago

    New York, New York, United States Citigroup Inc Full time

    The Client LFO function at Citigroup Inc is seeking a Senior Financial Planning and Analysis Leader to join its team. This role will be responsible for developing and consolidating client metrics across businesses, sharing analytics and data insights, and building tools to analyze client returns.The ideal candidate will have 6+ years of progressive...

  • Analyst - Pension Analysis

    5 months ago

    New York, United States City of New York Full time

    DIVISION:Workforce, Office of Budget Review, Info Systems, and Technology Management TASK FORCE/ UNIT: Pension Analysis JOB TITLE: One Analyst / Senior Analyst / Supervising Analyst CONTROL CODE: LMP-24-01 SUMMARY: The Mayor’s Office of Management and Budget (OMB) is the City government's chief financial agency. OMB's staff of analysts and experts...

  • Financial Planning and Analysis Expert

    3 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Senior FP&A Group Manager PositionThe Financial Planning and Analysis (FP&A) Group Manager is a senior management level role at Citigroup Inc, responsible for providing strategic financial analysis and insights to support business decisions.Key Responsibilities:Lead a team of finance professionals in accomplishing established goals and conduct personnel...

  • Senior Financial Planning Specialist

    3 weeks ago

    New York, New York, United States Outlast Full time

    Outlast: A Recycling Marketplace for Valuable MaterialsWe are seeking an experienced Senior Financial Analyst to join our team at Outlast. As a leading recycling marketplace, we partner with major industrial companies to source and sell recycled materials in integrated relationships.Job Summary:The ideal candidate will drive financial planning, analysis, and...

  • Senior Financial Planning Analyst

    6 days ago

    New York, New York, United States Community Preservation Corporation Full time

    Role SummaryThe finance department at Climate Capital is responsible for corporate finance activities, including financial planning and analysis, capital management, and business analytics for the Climate Capital Organization in coordination with the CPC Corporate Finance Team.About UsThe Community Preservation Corporation (CPC) aims to contribute to...