Current jobs related to Senior Financial Planning Analyst - New York, New York - Crossmedia Inc
-
Senior Financial Planning Analyst
3 days ago
New York, New York, United States GemHarvest Executive Recruiting Full timeSenior Financial Planning AnalystAbout the RoleGemHarvest Executive Recruiting is seeking a Senior Financial Planning Analyst to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. This is a team-based, forward thinking and planning driven culture with an...
-
Financial Planning Analyst
2 weeks ago
New York, New York, United States Rockefeller Financial Full timeSummer Analyst ProgramRockefeller Capital Management is seeking a Summer Analyst to join our Global Family Office Wealth Planning Center. As a member of our team, you will have the opportunity to work on complex financial planning projects, collaborate with experienced professionals, and develop a broad knowledge base in financial planning, estate and gift...
-
Financial Planning Analyst
4 weeks ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...
-
Senior Financial Analyst
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a Senior Financial Analyst, you will be responsible for overseeing daily accounting activities, including accounts payable, accounts receivable, and proper coding of transactions to the general ledger.Key ResponsibilitiesPrepare and...
-
Senior Financial Analyst
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout Us: Creative Financial Staffing is partnering with a reputable insurance company dedicated to delivering exceptional services and innovative solutions to clients. They foster a collaborative and supportive work environment where employees can thrive and grow professionally.Key Responsibilities of the Senior Financial Analyst:Reconcile and maintain...
-
Senior Financial Planning Analyst
2 weeks ago
New York, New York, United States Luminace Full timeAbout LuminaceLuminace is a leading distributed generation business, offering decarbonization solutions to its customers across solar, storage, and resiliency, energy efficiency, and grid services. Our dynamic organization is focused on optimizing and driving value across our renewable energy portfolio, advancing the transition to a sustainable, clean energy...
-
Financial Planning and Analysis Senior Analyst
2 weeks ago
New York, New York, United States Citigroup Inc Full timeJob SummaryThe Financial Planning and Analysis Senior Analyst is a key role within Citigroup Inc's Finance team, responsible for providing strategic analysis and insights to support business decision-making. This position requires a strong understanding of financial planning and analysis principles, as well as excellent communication and presentation...
-
Senior Financial Analyst
3 days ago
New York, New York, United States BMO Financial Group Full timeAs a key member of the BMO Financial Group team, the Senior Financial Analyst will play a critical role in consolidating, analyzing, and reporting on the financial performance of the business or group. This includes supporting the month-, quarter-, and year-end closing process, as well as financial reporting and governance.The ideal candidate will have a...
-
Senior Financial Planning Analyst
4 days ago
New York, New York, United States The Greene Group Full timeAbout The Greene GroupWe are seeking a highly skilled Senior Financial Planning Analyst to join our team. As a key member of our finance department, you will be responsible for developing advanced budgeting, financial forecasting, and modeling tools.Key Responsibilities:Develop and maintain financial models and tools to support business...
-
Senior Financial Analyst
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is proud to partner with a leading manufacturing organization in the printing industry.This company is expanding globally and seeking a skilled Purchasing analyst to join their team.With a strong company culture and a history of employee retention, this is an excellent opportunity for a motivated professional to...
-
Senior Financial Planning Analyst
2 weeks ago
New York, New York, United States Diligent Full timeAbout UsDiligent is a pioneering software company that empowers leaders to drive greater impact and accountability through innovative technology and insights. Our mission is to make the world a more sustainable, equitable, and better place.Position OverviewWe are seeking a talented Senior Financial Planning Analyst to join our Commercial FP&A organization....
-
Senior Financial Planning Analyst
2 weeks ago
New York, New York, United States Luminace Full timeAbout LuminaceLuminace is a leading distributed generation business, offering decarbonization solutions to its customers across solar, storage, and resiliency, energy efficiency, and grid services. Our dynamic organization is focused on optimizing and driving value across our renewable energy portfolio, advancing the transition to a sustainable, clean energy...
-
Senior Financial Planning Analyst
4 days ago
New York, New York, United States WorkWave Full timeFinancial Analyst Job DescriptionThe Financial Analyst will play a key role in the Financial Planning & Analysis (FP&A) team, serving as a business partner to senior leadership. This position involves developing monthly forecasts and annual budgets, performing operating plan and forecast variance analysis, and creating insightful reporting for senior...
-
Senior Financial Analyst
1 week ago
New York, New York, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at BMO Financial Group. As a key member of our accounting and financial reporting team, you will be responsible for consolidating, analyzing, and reporting on the financial performance of our business groups.Your primary focus will be on supporting the month-, quarter-, and...
-
Senior Financial Planning Analyst
1 week ago
New York, New York, United States Brewer Morris Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Brewer Morris. This is a hybrid role that will involve working from our NYC office at 101 Park, with a minimum of 3 days per week in the office.Key ResponsibilitiesParticipate in the global annual planning process and monthly forecasting process, which involves...
-
Financial Planning and Analysis Senior Analyst
2 weeks ago
New York, New York, United States Citigroup Inc Full timeJob SummaryThe Financial Planning and Analysis Senior Analyst is a critical role within Citigroup Inc, responsible for providing in-depth analysis and insights to support business decision-making. This position requires a strong understanding of financial planning and analysis principles, as well as excellent communication and presentation skills.Key...
-
Senior Financial Planning Analyst
2 weeks ago
New York, New York, United States Luminace Full timeAbout LuminaceLuminace is a leading distributed generation business, delivering innovative renewable power solutions that accelerate the world towards a sustainable, low-carbon future. Our dynamic organization is focused on optimizing and driving value across our renewable energy portfolio, advancing the transition to a clean energy future.Job SummaryWe are...
-
Financial Planning and Analysis Senior Analyst
2 weeks ago
New York, New York, United States Citigroup Inc Full timeJob SummaryThe Financial Planning and Analysis Senior Analyst is a key role within Citigroup Inc's Finance team, responsible for providing strategic analysis and insights to support business decision-making. This position requires a strong understanding of financial planning and analysis principles, as well as excellent communication and presentation...
-
Lead Financial Analyst
1 week ago
New York, New York, United States Broadridge Financial Solutions , Inc. Full timeJob SummaryBroadridge Financial Solutions, Inc. is seeking a highly skilled Lead Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing strategic financial planning and analysis to support business growth and decision-making.The ideal candidate will have a strong background in financial analysis,...
-
Financial Planning Specialist
2 weeks ago
New York, New York, United States Insight Financial Planning Full timeJob SummaryCultivate relationships with new and existing clients, providing ongoing advice, service, and relationship building. Support tenured Financial Advisors in servicing existing clients.Key Responsibilities:Meet with clients to discuss financial goals and develop plansResearch and recommend investment products and fundsTrade securities and manage...
Senior Financial Planning Analyst
2 months ago
ABOUT US
Crossmedia is a leading independent media agency dedicated to ethical media practices and business operations. Established in 2000, we are a prominent minority-owned agency with a global presence, striving to foster growth while maintaining our core values of TRUST, REASON, and the pursuit of HAPPINESS.
Our mission is to create meaningful connections between brands and their audiences, transcending channels and budgets. We pride ourselves on being a values-driven organization, ensuring transparency and objectivity in our media strategies. Our commitment to HAPPINESS is reflected in our investment in the well-being and development of our team members, which has earned us recognition as one of Ad Age's Best Places to Work for five consecutive years.
Our diverse client portfolio includes notable names such as US Bank, PWC, Invesco, and NASCAR, among others.
YOUR PROFILE
We are seeking a meticulous and analytical finance expert with extensive knowledge of the media planning and buying sector. Your expertise in financial analysis and budgeting will be crucial in managing intricate financial models, forecasts, and reports that inform strategic decisions. You will excel in a dynamic environment, balancing precision with the flexibility to adapt to evolving business needs.
ROLE RESPONSIBILITIES
As the Senior Financial Planning Analyst, you will report directly to the Managing Director of Commercial Finance. Your primary responsibilities will include:
- Maintaining financial relationships with multiple clients and supporting finance leads in delivering all financial obligations, including compliance, reconciliations, and profitability assessments.
- Collaborating with Client Service Teams to ensure financial aspects of client relationships are accurately tracked and communicated.
- Analyzing and developing forecasts, enhancing data collection processes, and generating actionable insights for the business.
- Monitoring revenue against budget and investigating variance drivers.
- Conducting analyses on utilization, overhead, and client profitability.
- Reviewing client contracts to ensure adherence to financial standards.
- Managing intercompany and global revenue forecasts.
- Working with teams to create customized solutions and proposals for clients.
- Assisting in the identification of process improvements to enhance efficiency.
- Providing ad-hoc financial information and analysis as needed.
QUALIFICATIONS:
- Relevant finance or accounting qualification.
- A minimum of 3 years of experience in FP&A or Audit.
- CPA or CMA certification is advantageous but not mandatory.
- Experience in Client Finance and Financial Planning/Accounting within the Media and Advertising sector is preferred.
- Proficient in Excel, including advanced functions and data analysis tools.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced setting.
- Ability to work independently as well as collaboratively within teams.
- Strong analytical skills with a data-driven approach to problem-solving.
- Excellent written and verbal communication abilities.
- A commitment to promoting diversity, equity, and inclusion within the workplace.
COMPENSATION AND BENEFITS
The salary range for this position is $70,000 to $85,000, based on experience and qualifications. We offer a comprehensive benefits package that includes:
- Flexible work arrangements, including hybrid and remote options.
- An open PTO policy and paid sabbaticals at significant milestones.
- Fully-funded healthcare options and support for physical and mental health.
- 401(k) plan with company matching, student loan relief, and financial counseling.
- Generous parental leave policy.
- Support for personal and professional development through various initiatives.
OUR COMMITMENT TO DIVERSITY
Diversity is integral to our identity. As a minority-owned agency, we are dedicated to fostering an inclusive environment at all levels. Our leadership reflects this commitment, with a significant representation of women and people of color. We actively promote mentorship and internship programs to create opportunities for underrepresented groups.
Crossmedia is an equal opportunity employer, committed to creating a diverse and inclusive workplace that does not discriminate based on disability, gender, race, sexual orientation, religion, or any other protected status.