Financial Planning Analyst

1 week ago

New York, United States Trustwell Living, LLC Full time

Company Overview: Trustwell Living is a senior living company that owns and operates several communities throughout the US. With a commitment to creating a culture of trust, compassion, integrity, and respect, Trustwell Living has successfully facilitated senior living communities nationwide. Trustwell Living invites families and friends to actively engage in community life, fostering a sense of belonging and support. Discover the holistic approach to care at Trustwell Living, where family caring for family is at the heart of our mission.


Position Overview: We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Analyst to join our finance team. The FP&A Analyst will play a key role in supporting the financial health and growth of Trustwell Living. This position will be responsible for contributing to the development of financial strategies, analyzing financial performance, and supporting the decision-making process through data-driven insights.


Responsibilities:


  • Assist in the creation and refinement of annual budgets, forecasts, and long-term financial plans.
  • Build and maintain detailed financial models to support various business units and projects.
  • Analyze financial performance, identifying trends, variances, and areas for improvement.
  • Partner with cross-functional teams to collect and integrate relevant financial data for analysis.
  • Support monthly financial reporting activities, including conducting variance analysis and preparing management reports.
  • Provide ad-hoc financial analysis and generate reports to aid in critical decision-making processes.
  • Contribute to the assessment of potential investments, mergers, and acquisitions.
  • Identify opportunities to enhance financial processes and systems for greater efficiency and accuracy.


Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related field.
  • 2+ years of progressive experience in financial planning and analysis (or a similar role), preferably in the healthcare or senior living industry.
  • Strong proficiency in financial modeling, forecasting techniques, and variance analysis.
  • Advanced skills in financial analysis tools and systems (e.g., Excel, financial planning software).
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Effective communication, presentation, and interpersonal skills.
  • Proven ability to influence and collaborate cross-functionally at all organizational levels.


We offer a competitive salary based on experience as well as a complete benefit package. We are an equal opportunity employer and prohibit discrimination based on age, color, disability, national origin, race, religion, sex, veteran status, and any other legally protected class in accordance to applicable federal, state and local laws. Employment is subject to verification of pre-employment drug-screening results, DMV records check and background investigation.

  • Financial Planning Analyst

    2 days ago

    New York, New York, United States Broadridge Financial Solutions , Inc. Full time

    Job Summary:Broadridge Financial Solutions, Inc. is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in understanding and maintaining the commission database, working closely with sales executives and senior management to review commissions. You will also be responsible for understanding and...

  • Financial Analyst with a Focus on Planning and Analysis

    5 days ago

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

    Financial Planning and Analysis Analyst OpportunityCreative Financial Staffing is seeking a highly skilled Financial Planning and Analysis Analyst to join our team. As a Financial Planning and Analysis Analyst, you will play a critical role in supporting the company's financial planning and analysis functions.Key Responsibilities:Financial Planning and...

  • Lead Financial Planning Analyst

    2 weeks ago

    New York, New York, United States Staff Financial Group Full time

    Job Title: Senior FP&A AnalystOverview: The primary objective of this role is to deliver dependable financial insights to the executive leadership, enabling informed financial decisions for the organization. The Senior Financial Analyst will report directly to the CFO and will work in close collaboration with the CFO, CEO, and COO to assist in the...

  • Financial Planning Analyst

    2 weeks ago

    New York, New York, United States Major League Baseball Full time

    Position Overview:Major League Baseball is seeking a dedicated and analytical professional to enhance our Financial Planning & Analysis division.Key Responsibilities:The chosen candidate will report directly to the Director of Financial Planning & Analysis and will play a crucial role in:Assisting in the formulation of the annual budget.Conducting in-depth...

  • Financial Planning Analyst

    2 weeks ago

    New York, New York, United States Major League Baseball Full time

    Overview:Major League Baseball is seeking a dedicated and analytical professional to contribute to our Financial Planning & Analysis division.Key Responsibilities:The individual selected for this role will report directly to the Director of Financial Planning & Analysis. The primary responsibilities include:Assisting in the formulation of the annual...

  • Financial Planning Analyst

    3 days ago

    New York, United States Pro Talent HR Full time

    Company Description At Pro Talent HR we specialize in empowering businesses with comprehensive HR solutions tailored to drive growth and success. From talent acquisition and employee development to payroll management and compliance our expert team partners with organizations to streamline their HR processes and enhance their workforce strategies. Were...

  • Financial Analyst

    1 month ago

    New York, United States Creative Financial Staffing Full time

    Financial AnalystAbout the Opportunity and Organization- Financial Analyst:CFS of New York is working with a prominent non-profit organization that is seeking a Financial Analyst to join their growing teamThis is a hybrid role with an extremely stable non-profit organization with operating budget over $120MMission focuses on community, education, family...

  • Financial Planning Analyst

    7 days ago

    New York, New York, United States City of New York Full time

    Job DescriptionAPPLICANTS MUST BE PERMANENT IN THE ASSOCIATE STAFF ANALYST CIVIL SERVICE TITLE OR BE PERMANENT IN A COMPARABLE TITLE ELIGIBLE FOR 6.1.9 TITLE CHANGE.The Office of Budget Administration (OBA) is tasked with the planning, development, and coordination of the Agency's budget, as well as monitoring revenues, expenditures, and staffing across all...

  • Financial Planning

    2 weeks ago

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

    Financial Planning & Analysis Analyst Opportunity with a Dynamic OrganizationA well-established importer and retailer with nearly three decades of experience, thriving in a competitive landscape.Leverage technology to enhance importing workflows, generating cost efficiencies for clients.Exciting chance to be part of a company transitioning to new systems and...

  • Financial Planning

    2 weeks ago

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

    Financial Planning & Analysis Analyst Opportunity with a Dynamic Organization A well-established importer and retailer with nearly three decades of experience, adapting successfully in a changing market landscape. Leverage technology to enhance importing operations, delivering cost efficiencies for clients. Excellent opportunity to be part of a company...

  • Summer Analyst

    1 month ago

    New York, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Financial Planning Analyst

    2 weeks ago

    New York, New York, United States Saks Fifth Avenue Full time

    Position Overview:The Financial Planning Analyst will collaborate closely with the Finance Director, FP&A, to oversee all corporate departmental expenditures. This role will primarily serve as a financial business partner to the executive leadership team at Saks Fifth Avenue.Key Responsibilities:1. Assist in the development of the Annual Budget.2. Provide...

  • Financial Planning Analyst

    2 weeks ago

    New York, New York, United States Saks Fifth Avenue Full time

    Position Overview:The Financial Planning Analyst will collaborate closely with the Finance Director, FP&A, providing essential support for all corporate departmental expenditures. This role is primarily focused on serving as a financial business partner to the executive leadership team at Saks Fifth Avenue.Key Responsibilities:1. Assist in the development of...

  • Financial Planning Analyst

    1 month ago

    New York, United States Baldor Specialty Foods, Inc. Full time

    About BaldorSince our beginnings as part of the iconic Greenwich Village retail store, Balducci's, Baldor has maintained its original promise – curate and deliver the best ingredients from around the world. For 25 years, we have served the food industry using cutting-edge logistics to create a seamless customer experience. Our commitment to service and...

  • Financial Planning Analyst

    1 month ago

    New York, United States Baldor Specialty Foods, Inc. Full time

    About BaldorSince our beginnings as part of the iconic Greenwich Village retail store, Balducci's, Baldor has maintained its original promise – curate and deliver the best ingredients from around the world. For 25 years, we have served the food industry using cutting-edge logistics to create a seamless customer experience. Our commitment to service and...

  • Financial Planning Analyst

    2 weeks ago

    New York, New York, United States Smartshore Services LLC Full time

    Company OverviewSmartshore Services LLC is a prominent global IT and Operations Consulting firm with a presence in various regions including the USA, India, Singapore, and Dubai. The organization excels in operations and technology advancement for international financial institutions.Position OverviewThis hybrid Financial Analyst position at Smartshore...

  • Financial Planning Analyst

    7 days ago

    New York, New York, United States Dow Jones & Company, Inc. Full time

    About Dow Jones & Company, Inc.Dow Jones & Company, Inc. is a global leader in news and business information, seeking a highly skilled Financial Planning Analyst to join its team.Job SummaryThe Financial Planning Analyst will be responsible for developing, communicating, and monitoring departmental budgets. This dynamic role will provide strategic business...

  • Financial Planning Analyst

    2 weeks ago

    New York, New York, United States Smartshore Services LLC Full time

    Company OverviewSmartshore Services LLC is a prominent global IT and Operations Consulting firm with a presence in various countries including the USA, India, Singapore, and Dubai. The company excels in operations and technology advancements tailored for international financial institutions.Position OverviewThis hybrid Financial Analyst position at...

  • Budget and Financial Planning Analyst

    5 days ago

    New York, New York, United States Trigyn Technologies Full time

    Job SummaryTrigyn Technologies is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for analyzing and interpreting financial data, preparing financial reports, and making recommendations to management.Key ResponsibilitiesAnalyze and interpret financial data to identify trends and areas for...

  • Lead Financial Analyst – Strategic Planning

    2 weeks ago

    New York, New York, United States Atrium Staffing Services Ltd. Full time

    Our client, a prominent player in their industry experiencing significant growth and fostering an exceptional corporate culture, is looking for a Lead Financial Analyst – Strategic Planning to become a vital part of the Finance team.Compensation:$110k – $130kRole Overview:The Lead Financial Analyst – Strategic Planning will utilize a robust foundation...