Financial Planning and Analysis Specialist

3 weeks ago


New York, United States Blackwood Associates LLC Full time

Overview

Seeking an experienced Financial Planning and Analysis (FP&A) Associate to join a top Asset Manager. The FP&A Associate will play a key role in supporting the financial planning process, providing data-driven insights, and helping guide business decisions through robust financial analysis. The ideal candidate has strong analytical skills, is detail-oriented, and possesses excellent communication abilities.

Responsibilities

  • Financial Analysis: Conduct detailed financial analysis, including variance analysis, trend analysis, and scenario planning to support business decision-making.
  • Budgeting and Forecasting: Assist in the preparation and maintenance of budgets and forecasts, ensuring accuracy and alignment with company goals.
  • Reporting: Create and distribute regular financial reports, including monthly, quarterly, and annual reports, as well as ad hoc reports as needed.
  • Data Analysis and Visualization: Use data analytics tools to generate insights and visualize financial data for senior management and stakeholders.
  • Collaboration: Work closely with other departments (e.g., accounting, operations, sales, marketing) to gather relevant financial data and ensure accuracy in reporting and analysis.
  • Financial Modeling: Develop and maintain financial models to support business planning and forecasting efforts.
  • Continuous Improvement: Identify opportunities to improve financial processes and reporting, and propose solutions to enhance efficiency and accuracy.
  • Compliance: Ensure compliance with internal controls and financial policies, as well as external regulations and standards.

Qualifications

  • Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. Advanced degrees or professional certifications (e.g., CFA, CPA, CMA) are a plus.
  • Experience: 2-4 years of experience in financial planning, financial analysis, or a related field.
  • Technical Skills: Proficiency in Excel and financial analysis software. Experience with business intelligence tools (e.g., Tableau, Power BI) and ERP systems (e.g., SAP, Oracle) is preferred.
  • Analytical Skills: Strong analytical and problem-solving skills with the ability to work with large datasets and complex financial information.
  • Communication Skills: Excellent verbal and written communication skills. Ability to present financial information clearly to various stakeholders.
  • Attention to Detail: High level of accuracy and attention to detail in financial analysis and reporting.
  • Team Player: Ability to work collaboratively within a team and build relationships across departments.
  • Adaptability: Ability to thrive in a fast-paced environment and adapt to changing business needs.


  • New York, United States Creative Financial Staffing Full time

    Director of Financial Planning & Analysis CFS of New York is working with a prominent non-profit organization that is seeking an Interim Director of Financial Planning & Analysis to join their team. Operating on a hybrid schedule. About the Opportunity and Organization Extremely stable non-profit organization with operating budget over $120M Mission focuses...


  • New York, United States Chemistry Wealth Management Full time

    Financial Planning SpecialistChemistry Wealth Management is a Registered Investment Advisory firm with Charles Schwab as the custodian. We focus on building long-term relationships with great people.The Financial Planning Specialist will join a team that is an integral part of our work for our clients. The specialist will offer highly detailed wealth...

  • Financial Planning

    1 month ago


    New York, United States Northbound Search Full time

    Job DescriptionJob DescriptionJob Description:A multi-faceted financial services firm is looking for a Financial Planning and Analysis (FP&A) Associate to join their advisory team! This is a very exciting role that will require an experienced analyst to prepare, review, and analyze expense and budgeting data and present in Excel/Microsoft PowerPoint. The...


  • New York, United States Matrix Executive Search, LLC Full time

    Job DescriptionJob DescriptionA global manufacturer of high-tech equipment is seeking an experienced Financial Planning & Analysis Manager to join its Finance team at its headquarters location. The position reports directly to the CFO and heads-up the FP&A team. The person in this role will lead the companywide budget process and regular forecast process as...


  • New York, United States Matrix Executive Search, LLC Full time

    Job DescriptionJob DescriptionA global manufacturer of high-tech equipment is seeking an experienced Financial Planning & Analysis Manager to join its Finance team at its headquarters location. The position reports directly to the CFO and heads-up the FP&A team. The person in this role will lead the companywide budget process and regular forecast process as...


  • New York, United States Cypress HCM Full time

    Job DescriptionJob DescriptionManager of Financial Planning & AnalysisWe are seeking a Manager of Financial Planning & Analysis (FP&A) to join our team. The Manager will collaborate closely with the Vice President of FP&A to drive forecasting, financial statement analysis, and strategic planning across the consolidated portfolio of PMN brands and businesses....

  • Financial Planning

    6 days ago


    New York, United States Audemars Piguet Full time

    Lieu : New York, US Département : Finance Type de contrat: CDI Publié : 28/05/2024 The present and future of Audemars Piguet are built on the invaluable contributions of all our talents. Inspired by the wealth of our past, we are excited about the endless possibilities that our future holds. Together, we are resolutely forward-thinking and strive for...

  • Financial Planning

    3 weeks ago


    New York, United States Xanitos Full time

    Xanitos is seeking a Financial Planning & Analysis Manager.*Remote Position - Ideally located out of Dallas, Chicago, Boston, Los Angeles, Philadelphia or New York* Identifies reporting inconsistencies within the business units and sets standards for budgeting, performance metrics and reporting. Confirms that the financial strategies and initiatives are...


  • New York, United States Cypress HCM Full time

    Manager of Financial Planning & AnalysisWe seek a Manager of Financial Planning & Analysis (FP&A) to join our team. The Manager will collaborate closely with the Vice President of FP&A to drive forecasting, financial statement analysis, and strategic planning across the consolidated portfolio of PMN brands and businesses. We welcome an enthusiastic teammate...


  • New York, United States Cypress HCM Full time

    Manager of Financial Planning & AnalysisWe seek a Manager of Financial Planning & Analysis (FP&A) to join our team. The Manager will collaborate closely with the Vice President of FP&A to drive forecasting, financial statement analysis, and strategic planning across the consolidated portfolio of PMN brands and businesses. We welcome an enthusiastic teammate...

  • Financial Planning

    1 week ago


    New York, United States EmblemHealth Full time

    Summary: Collaborate with the Director and other departmental leaders in managing the budgeting and forecasting process. Act as key point person for managing the allocation of administrative expenses across the P&L. Serve as a key participant in the operating expense monthly variance meetings, annual planning, and recurring forecasting processes. Partner...


  • New York, United States Green Recruitment Company Full time

    TGRC is looking for a Financial Planning and Analysis Director to join a leading Battery Storage IPP in the U.S. The Director, of FP&A, will report to the Company’s CFO and will lead, coordinate, and consolidate the Company’s budget, forecasting, re-forecasting, and reporting processes. The Financial Planning and Analysis Director should be passionate...


  • New York, United States Pangea Talent Solutions Full time

    Are you ready to lead the charge towards a greener, more sustainable future? Do you have a knack for financial strategy and a passion for positively impacting the environment? If so, our client wants you on their team! We are seeking a aspirational leader to fill the role of Manager of Financial Planning and Analysis with an established renewable IPP. As...


  • New York, United States MLS Soccer Full time

    The Director, FPA is a key member of the team managing financial planning and analysis for MLS and SUM. The individual will act as the Finance Business liaison for several departments within MLS/ SUM specific to projections, long-range planning, and Financial Planning, Director, Financial, Accounting, Planning, Total Rewards, Business Services


  • New York, United States Pangea Talent Solutions Full time

    Are you ready to lead the charge towards a greener, more sustainable future? Do you have a knack for financial strategy and a passion for positively impacting the environment? If so, our client wants you on their team!We are seeking a aspirational leader to fill the role of Manager of Financial Planning and Analysis with an established renewable IPP. As the...


  • New York, United States Pangea Talent Solutions Full time

    Are you ready to lead the charge towards a greener, more sustainable future? Do you have a knack for financial strategy and a passion for positively impacting the environment? If so, our client wants you on their team!We are seeking a aspirational leader to fill the role of Manager of Financial Planning and Analysis with an established renewable IPP. As the...

  • Financial Planning

    2 weeks ago


    New York, United States Mizuho Americas Full time

    Major Responsibilities: - Financial Planning & Analysis is responsible for providing senior management with analysis and insight into Mizuho America's financial results. With responsibility for the region’s management reporting, FPA work closely with a variety of corporate and business functions to provide insights and inform decision making for the...


  • New York, United States Integrated Resources, Inc ( IRI ) Full time

    Job Title: Finance Manager IILocation: New York, NY (Hybrid- Two Days in the office: Wednesday and Thursday) Duration: 6 Months (Possible Extension)Hours: 9:45am-5:45pm Top 3 Skills: Media Industry Experience is a huge need to hit the ground running. 5+ years P&L analysisHigh level excel, PowerPoint, Able to leverage AI Other Skills/Nice to Haves: SAP, SAC &...


  • New York, United States Integrated Resources, Inc ( IRI ) Full time

    Job Title: Finance Manager IILocation: New York, NY (Hybrid- Two Days in the office: Wednesday and Thursday) Duration: 6 Months (Possible Extension)Hours: 9:45am-5:45pm Top 3 Skills: Media Industry Experience is a huge need to hit the ground running. 5+ years P&L analysisHigh level excel, PowerPoint, Able to leverage AI Other Skills/Nice to Haves: SAP, SAC &...

  • Financial Planning

    2 weeks ago


    New York, United States EmblemHealth Full time

    Summary: **Responsibilities**: - Design, implement, and manage process for allocating administrative expenses across the P&L to ensure financial - accuracy and integrity. - Provide monthly operating expense reporting to business areas that details performance and documents emerging risks and opportunities; assist in trend analysis to identify areas for...