Financial Planning

2 weeks ago


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

Financial Planning & Analysis Analyst Opportunity with a Dynamic Organization

  • A well-established importer and retailer with nearly three decades of experience, thriving in a competitive landscape.
  • Leverage technology to enhance importing workflows, generating cost efficiencies for clients.
  • Exciting chance to be part of a company transitioning to new systems and aiming for public company status.
  • Engage in high-level reporting within a compact team environment.
  • Located in a vibrant area, offering excellent benefits including bonuses, health coverage, 401k with matching contributions, and paid time off.

Key Responsibilities: FP&A Analyst

  • Support the rollout of new budgeting software along with associated processes and procedures, ensuring smooth data transfer between systems.
  • Manage budgeting and forecasting processes, develop cash flow models, and analyze trends in financial reporting.
  • Prepare presentations that deliver insightful analyses, highlight necessary action items, and clearly communicate decisions.
  • Generate precise monthly financial reports and assist in crafting presentations that provide in-depth analysis, identify action points, and effectively convey conclusions to various teams.

Desired Qualifications: FP&A Analyst

  • Bachelor's degree with 1-2 years of relevant experience in finance, accounting, or a related field.
  • Familiarity with data validation, financial modeling, and budgeting tools such as Anaplan or Adaptive.
  • Proficient in Excel, Power BI, and PowerPoint.


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