Associate/Sr. Associate, Financial Planning

2 weeks ago


New York, United States Tandym group Full time

A financial services firm in New York City is currently seeking an experienced professional to join their staff as their new Financial Planning & Analysis Associate / Senior Associate. In this role, the Financial Planning & Analysis Associate / Senior Associate will be responsible for budgeting, forecasting and reporting financial performance for the firm.

Responsibilities:

The Financial Planning & Analysis Associate / Senior Associate will be responsible for:

  • Developing and maintaining the annual budgeting process
  • Creating accurate and detailed financial forecasts
  • Build and maintain financial models to support forecasting and decision-making
  • Analyzing financial performance of the business against budget and forecast
  • Producing high-quality information for senior management that facilitates decision-making
  • Responding to ad-hoc requests for financial analysis from various groups within the firm
Qualifications:
  • 4+ years of Financial Analysis experience
  • Bachelor's Degree
  • Experience in budgeting and forecasting
  • Knowledge of financial planning and analysis concepts and methodologies
Desired Skills:
  • Experience in an Asset Management and/or Banking role/setting


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