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Financial Planning

2 months ago


New York, United States SoHo Dragon Full time
Job DescriptionJob DescriptionSalary:

SoHo Dragon represents an investment bank with offices in New York, NY that needs to hire a Financial Planning & Analysis Specialist.


Profile

 

Develop and implement efficient financial and technical reporting in support of business needs, processes, projects, and ad hoc requests emanating from CEO office, CFO, Support & Control Function heads and Global Head Office. Core responsibilities include but are not limited to:

 

  • Actively involved in the co-ordination of the Americas Budget process and support the forecasting exercise
  • Prepare and present financial management reporting including gap analysis of Budget trajectories vs  vs. prior years, vs. forecast and prior strategic plans to business partners
  • Financial reporting, including providing variance analysis of actuals to budget, coordinating the Forecast exercise, providing commentary on key P&L drivers, explaining the monthly results and presenting monthly reports to key stake holders both locally in AMER and to Global counterparts.
  • Review, analyze and monitor the performance, prepare various financial analytical reports such as trend reporting, variance analysis and ad-hoc requests from C-suite level 
  • Perform reviews with operating partners, collaborate cross functionally with other finance team and apply the best practices in financial reporting and planning processes
  • Ensure data integrity of all referential data, financial results reported by the area including, data feeds, reorganizations and restatements of current and historical information.
  • Ability to manage multiple responsibilities under tight timeframes, ability to organize and prioritize to move tasks forward and complete them in a time efficient manner
  • Budgeting, Forecast, Reporting, Data Management 
  • Financial Knowledge Base 
  • Strong Excel, PowerBi, Financial System Skill