Associate/Sr. Associate, Financial Planning
2 weeks ago
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
- 4+ years of Financial Analysis experience
- Bachelor's Degree
- Experience in budgeting and forecasting
- Knowledge of financial planning and analysis concepts and methodologies
- Experience in an Asset Management and/or Banking role/setting
-
Associate Manager, Financial Planning
5 days ago
New York, United States ICMA Retirement Corporation Full timeAssist in department calling campaigns, individual financial planning sessions, seminar, and handout updates, and conducting financial planning seminars within the assigned geographic area. Responsible for staying current on all NYC Deferred Compensa Financial Planning, Associate Manager, Financial, Manager, Planning, Associate, Retail
-
Sr. Associate Planner
3 weeks ago
New York, United States Haddad Brands Full timeDescriptionHaddad is a privately held family business with over 70 years of experience in the children’s wear apparel and accessories industry. Haddad is the leading children’s wear manufacturer representing the most iconic American brands in the world; Nike, Brand Jordan, Converse, Hurley and Levi’s. Our talented professionals are leaders in design,...
-
Sr. Associate Planner
3 weeks ago
New York, New York, United States Haddad Brands Full timeHaddad is a privately held family business with over 70 years of experience in the children's wear apparel and accessories industry. Haddad is the leading children's wear manufacturer representing the most iconic American brands in the world; Nike, Brand Jordan, Converse, Hurley and Levi's. Our talented professionals are leaders in design, sourcing, sales...
-
Associate Financial Advisor
3 weeks ago
New York, United States Ameriprise Financial Services, Inc. Full timeAssociate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding clients needs and goals for today and the long-term are unique. As an advisor, you begin with listening to...
-
Associate Financial Advisor
4 weeks ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
-
Associate Financial Advisor
4 weeks ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
-
New York County, New York, United States Publicis Groupe Full timeJob Description Publicis Digitas Experience (PDX). In this role, the Associate Director will be in constant contact with the PDX CFO, the Publicis US FP&A team and Finance Directors within the agencies of the PDX. The Associate Director will report to the Regional Director of FP&A. Main responsibilities Support on the day-to-day tasks of the PDX CFO...
-
Senior Associate, Media Planning
3 weeks ago
New York County, New York, United States Starcom Full timeJob Description What You’ll Do: The Sr. Associate, Planning works cross-functionally with internal teams, vendors, and clients to develop and execute multi-channel media plans. They will help to develop innovative strategies to meet and exceed client business objectives and provide actionable insights and recommendations. The Senior...
-
Client Service Associate
3 weeks ago
New York, United States Kestra Financial Full timeSummary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties And...
-
New York, United States ORIX USA LP. Full timeINVESTMENT ORIX USA LP. NY, NY, Sr Associate, Equity Investment Mgmt. Support evaluation, structuring, negotiation, & financing transactions. Perform credit investment research, financial analy-sis valuation & modeling industry analysis & diligence. $155,000 - $180,000/year. Apply online at ...
-
New York, New York, United States ORIX USA LP. Full timeINVESTMENTORIX USA LP. NY, NY, Sr Associate, Equity Investment Mgmt. Support evaluation, structuring, negotiation, & financing transactions. Perform credit investment research, financial analy-sis valuation & modeling industry analysis & diligence. $155,000 - $180,000/year. Apply online at working-at-orix/ Req # R T Jobs , Location:New York, NY
-
New York, NY, United States Careerbuilder Full timeINVESTMENT ORIX USA LP. NY, NY, Sr Associate, Equity Investment Mgmt. Support evaluation, structuring, negotiation, & financing transactions. Perform credit investment research, financial analysis valuation & modeling industry analysis & diligence. $155,000 - $180,000/year. Apply online at https://www.orix.com/career/working-at-orix/ Req # R0003394T...
-
Associate - Turnaround & Restructuring
4 weeks ago
New York, United States Blacklock Financial Full timeBlacklock Financial are seeking a highly motivated and detail-oriented Turnaround and Restructuring Associate to join a strong, mid market generalist firm. You will have the opportunity to work on challenging and impactful projects, collaborating with experienced professionals to drive positive change and deliver measurable results for clients.Positions:...
-
New York, United States Financial Services, Department of Full time**Minimum Qualifications** Subject matter expertise and/or experience in one or more of the following are not required, but are preferred: - Association of Certified Anti-Money Laundering Specialists: Certified Anti-Money Laundering Specialist, Advanced AML Audit Certification, Advanced Financial Crimes Investigations Certification. - Association of...
-
New York, United States Crédit Agricole CIB Full timeEnergy and Real Assets, Americas – Project Finance Associate / Sr. AssociateGeneral DescriptionThe Associate / Senior Associate will be responsible for supporting energy and infrastructure advisory assignments primarily in North America.The individual will be responsible for all aspects of financial advisory mandates including but not limited to the...
-
New York, United States Crédit Agricole CIB Full timeEnergy and Real Assets, Americas – Project Finance Associate / Sr. AssociateGeneral DescriptionThe Associate / Senior Associate will be responsible for supporting energy and infrastructure advisory assignments primarily in North America.The individual will be responsible for all aspects of financial advisory mandates including but not limited to the...
-
ERA Advisory
2 weeks ago
New York, United States Credit Agricole Full timeEnergy and Real Assets, Americas â Associate / Sr. Associate General Description The Associate / Senior Associate will be responsible for supporting energy and infrastructure advisory assignments primarily in North America. Â The individual will be responsible for all aspects of financial advisory mandates including but not limited to the preparation...
-
Financial Reporting Associate
2 weeks ago
New York, United States Tandym group Full timeA NYC-based hedge fund is currently seeking an experienced professional to join their growing Financial Reporting group in an Associate role. Responsibilities: The Financial Reporting Associate will: Prepare and analyze monthly, quarterly, and annual financial statements Conduct account and performance analyses Handle investor, management, and regulatory...
-
Financial Institutions Advisory Associate
4 weeks ago
New York, United States Illapa Search Full timeAbout: A Chambers ranked law firm are currently looking to onboard a Financial Institutions Advisory Associate to join their team in New York. This practice focuses on both US and multinational transactions, and their lawyers deliver integrated services on complex global matters. They represent a broad range of clients including financial instituions, hedge...
-
Associate, Financial Institutions Advisory
7 days ago
New York, United States Shearman & Sterling Full timeJob Description Shearman & Sterling LLP is seeking a Financial Institutions Advisory Associate, with broker-dealer regulatory experience, in our New York office. Our Financial Institutions Advisory practice focuses on both US and multinational transactions, and our lawyers deliver an integrated service on complex global matters. We represent a broad range of...