Senior Financial Planning
1 month ago
*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 responsibilities include preparing monthly forecast reports, supporting board presentations, analyzing financial variances, and tracking KPIs to guide strategic decision-making. The role also emphasizes maintaining best practices in financial reporting and analytics.
Responsibilities:
- Support monthly revenue forecasting for the Business Solutions Division and sub-units
- Collaborate with business managers on departmental budget planning
- Manage and monitor headcount within the Sales function alongside HR and Sales teams
- Prepare monthly forecast reports and assist with quarterly board materials
- Provide variance analysis and insights on actual vs. expected financial results
- Partner with Finance Operations to align actual results with budget forecasts
- Track KPIs and perform data analysis to make strategic recommendations
- Establish best practices in financial reporting and analytics
Qualifications:
- 3+ years of experience in finance, management consulting, accounting, or investment banking
- Bachelor’s degree in Finance, Accounting, or a related quantitative field
- Proficiency in managing operating expenses, headcount, and financial modeling
- Strong Excel skills and experience with data visualization tools
- Excellent communication skills, with the ability to convey financial concepts to non-financial stakeholders
- Self-starter with strong problem-solving skills and a proactive approach to projects
- High integrity and discretion, especially regarding confidential data and legal documents
- Hybrid role based in the New York Metropolitan area
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