Current jobs related to Financial Planning Analyst - New York, New York - Dow Jones & Company, Inc.


  • New York, New York, United States Rockefeller Financial Full time

    Summer 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...


  • New York, New York, United States Rockefeller Financial Full time

    About 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...


  • New York, New York, United States Insight Financial Planning Full time

    Job 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...


  • New York, New York, United States GemHarvest Executive Recruiting Full time

    Financial Planning AnalystJoin a dynamic team of professionals at GemHarvest Executive Recruiting as we seek a skilled Financial Planning Analyst to collaborate with our team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele.About the RoleWe are seeking a detail-oriented and...


  • New York, New York, United States GemHarvest Executive Recruiting Full time

    Financial Planning AnalystJoin a dynamic team of professionals at GemHarvest Executive Recruiting as we seek a skilled Financial Planning Analyst to collaborate with our team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele.About the RoleWe are seeking a detail-oriented and...


  • New York, New York, United States Broadridge Financial Solutions , Inc. Full time

    Job 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,...


  • New York, New York, United States Baldor Specialty Foods, Inc. Full time

    Financial Planning and Analysis Role at Baldor Specialty Foods, Inc.The Financial Planning and Analysis (FP&A) team at Baldor Specialty Foods, Inc. is seeking a highly skilled and detail-oriented Financial Planning Analyst to join our team. As a key member of the FP&A team, you will play a pivotal role in assisting with financial forecasting, budgeting, and...


  • New York, New York, United States Memorial Sloan Full time

    Financial Analyst Role OverviewMemorial Sloan Kettering Cancer Center is seeking a skilled Financial Analyst to join our Research Financial Planning team. In this role, you will play a critical part in supporting financial management and reporting, including budget preparation, financial analysis, and decision support for initiatives and policies.Key...


  • New York, New York, United States Memorial Sloan Full time

    Financial Analyst Role OverviewAt Memorial Sloan Kettering Cancer Center, we are seeking a skilled Financial Analyst to join our Research Financial Planning team. In this role, you will play a critical part in supporting financial management and reporting, including budget preparation, financial analysis, and decision support for initiatives and policies.Key...

  • Financial Analyst

    4 weeks ago


    New York, New York, United States Creative Financial Staffing Full time

    Financial Analyst Job DescriptionAt Creative Financial Staffing, we are seeking a detail-oriented Financial Analyst to join our finance team. In this role, you will play a key part in analyzing financial data, supporting budgeting processes, and providing insights to drive strategic decision-making.Key Responsibilities:Analyze financial performance and...

  • Financial Analyst

    4 weeks ago


    New York, New York, United States Creative Financial Staffing Full time

    Financial Analyst ==================== **Job Summary** Creative Financial Staffing is seeking a dedicated Financial Analyst to support our clients' mission by conducting data analysis, assisting in program evaluation, and providing insights to enhance organizational effectiveness. **Key Responsibilities** * Analyze data related to programs, fundraising,...

  • Financial Analyst

    4 weeks ago


    New York, New York, United States Creative Financial Staffing Full time

    Financial Analyst Job DescriptionAt Creative Financial Staffing, we are seeking a detail-oriented Financial Analyst to join our finance team. In this role, you will provide critical financial analysis to support our distribution operations and strategic decision-making.Key Responsibilities:Analyze financial data to assess performance and identify trends in...


  • New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, 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...


  • New York, New York, United States Catbird Full time

    Financial Planning AnalystCatbird, a luxury DTC jewelry brand, is seeking a Financial Planning Analyst to join our Finance Team. This role plays a vital part in analyzing and enhancing the financial performance of the company. The Financial Planning Analyst supports strategic decision-making through comprehensive financial analysis, budgeting, forecasting,...

  • Financial Analyst

    4 weeks ago


    New York, New York, United States Creative Financial Staffing Full time

    About the Opportunity and OrganizationCreative Financial Staffing is working with a prominent non-profit organization that is seeking a Financial Analyst to join their growing team.This is a hybrid role with an extremely stable non-profit organization with an operating budget over $120M.The organization's mission focuses on community, education, family...

  • Financial Analyst

    2 weeks ago


    New York, New York, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is working with a stable non-profit agency in need of a Financial Analyst to join their team.This non-profit agency has been around for over 50 years and strives to support individuals with intellectual/developmental disabilities, mental illness, and traumatic brain injury.The Financial Analyst will report...

  • Financial Analyst

    4 weeks ago


    New York, New York, United States Creative Financial Staffing Full time

    Financial Analyst Job Description **Key Responsibilities:** * Analyze financial performance and prepare reports on key metrics, trends, and forecasts. * Assist in the development of annual budgets and financial plans. * Conduct variance analysis to identify discrepancies and recommend corrective actions. * Collaborate with various departments to provide...


  • New York, New York, United States GemHarvest Executive Recruiting Full time

    Financial Planning RoleAbout GemHarvest Executive RecruitingWe are seeking a skilled Financial Planning Analyst to collaborate with our team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele.Key ResponsibilitiesCollaborate with Financial Advisors to provide planning services to high...


  • New York, New York, United States NYU Langone Health Full time

    We are seeking a highly skilled Financial Planning Analyst to join our team at NYU Langone Health. In this role, you will be responsible for assisting in the development and implementation of financial plans and strategies to drive business growth and profitability.Key responsibilities include:Analyzing financial data and trends to identify opportunities for...


  • New York, New York, United States Village Care Full time

    Job OverviewVillageCare is seeking a highly skilled Financial Planning Analyst to join our Business Intelligence Department.This role will support the development of the annual operating budget, long-term strategic financial plans, and monthly and quarterly models and forecasts.The successful candidate will be responsible for developing presentations,...

Financial Planning Analyst

2 months ago


New York, New York, United States Dow Jones & Company, Inc. Full time

About Dow Jones & Company, Inc.

Dow Jones & Company, Inc. is a global leader in news and business information, seeking a highly skilled Financial Planning Analyst to join its team.

Job Summary

The Financial Planning Analyst will be responsible for developing, communicating, and monitoring departmental budgets. This dynamic role will provide strategic business partner support and financial support with a focus on reporting and forecasting.

Key Responsibilities

  • Work closely with business partners to review and prepare budgets and forecasts
  • Update and run forecast models and scenario planning
  • Develop business case models, charts, and reporting dashboards to provide analysis and insights to evaluate the financial impact of decisions for senior management
  • Handle month-end closing activities, including journal entry preparation, account analysis, and reclasses
  • Leverage key systems knowledge (SAP, BPC) to facilitate the creation of more robust analytics and reporting tools
  • Build and maintain strong business partner relationships with cross-functional teams and key stakeholders
  • Identify opportunities to improve internal processes, improve work efficiency and quality

Requirements

  • Strong accounting and analytical skills; Bachelor's degree in finance or accounting (preferred)
  • High degree of proficiency in PC skills, including experience with financial applications and reporting tools, specifically Microsoft Excel and Google Docs
  • Planning, project management, and organizational skills, including effective time management and attention to detail
  • Initiative and drive, with the ability to work well under pressure and as a team player with a strong work ethic
  • Experience maintaining accounting records and preparation of financial reports
  • Ability to recognize problems, collect data, draw valid conclusions, and define/suggest resolutions
  • Ability to establish and maintain effective working relationships with diverse groups of business partners

Benefits

  • Comprehensive Healthcare Plans
  • Paid Time Off
  • Retirement Plans
  • Comprehensive Medical, Dental, and Vision Insurance Plans
  • Education Benefits
  • Paid Maternity and Paternity Leave
  • Family Care Benefits
  • Commuter Transit Program
  • Subscription Discounts
  • Employee Referral Program

About Our Benefits

At Dow Jones & Company, Inc., we offer a comprehensive and highly competitive benefits package, with a variety of physical health, retirement, and savings, caregiving, emotional wellbeing, transportation, and other benefits. Our benefits are designed to support the diverse needs of our workforce and help you achieve a better work-life balance.

Equal Opportunity Employer

Dow Jones & Company, Inc. is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.