Lead Financial Planning

2 weeks ago


New York, New York, United States Staff Financial Group Full time

Job Title:
Senior FP&A Analyst

Overview:

The main objective of this role is to deliver dependable financial insights to the leadership team, enabling informed financial decisions for the organization.

The Senior Financial Analyst will report directly to the CFO and will work closely with the CFO, CEO, and COO to assist in the preparation, consolidation, and examination of budgets and forecasts, as well as create analyses that highlight trends and assess profitability across different regions and products.


This individual will establish reporting processes in areas such as job costing, labor analysis, revenue and profit recognition, customer profitability, and long-term financial modeling.

The ideal candidate is detail-oriented and has a proven track record of developing efficient and scalable reporting processes that are cost-effective.


The candidate should thrive in a dynamic environment with a focus on precision and timeliness, demonstrating a strong ability to prioritize and resolve issues effectively.

This is a full-time position.

Key Responsibilities:

1. Extract data from internal sources and create operational tracking metrics and/or financial analyses that support the company's strategic objectives.

2. Utilize critical thinking skills when preparing financial analyses and provide actionable recommendations.

3. Conduct profitability analyses for customers and regions to support the corporate sales team.

4. Assist in the development of the annual operating plan and capital budget.

5. Support the five-year modeling of Profit & Loss, Balance Sheet, and Cash Flow statements.

6. Create presentation materials for investors.

7. Undertake additional special projects as assigned.

Qualifications:

To succeed in this role, an individual must be capable of independently conducting data investigations and analyses.


Preferred Education / Experience:
1. Strong organizational, problem-solving, and analytical capabilities.

2. Advanced proficiency in Microsoft Excel for financial modeling.

3. A collaborative mindset with the ability to initiate tasks and work autonomously.

4. Bachelor’s or master’s degree in Accounting or Finance.

5. Experience in data manipulation and reporting.

6. Over 5 years of progressive experience in accounting or finance support services.

7. Exceptional oral, written, and communication skills.

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