Current jobs related to Financial Planning Analyst - New York, New York - City of New York
-
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...
-
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...
-
Financial Planning Analyst
1 month ago
New York, New York, United States GemHarvest Executive Recruiting Full timeFinancial 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...
-
Financial Planning Analyst
4 weeks ago
New York, New York, United States GemHarvest Executive Recruiting Full timeFinancial 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...
-
Lead Financial Analyst
2 weeks 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 Analyst
1 month ago
New York, New York, United States Baldor Specialty Foods, Inc. Full timeFinancial 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...
-
Financial Planning Analyst
4 weeks ago
New York, New York, United States Memorial Sloan Full timeFinancial 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...
-
Financial Planning Analyst
2 weeks ago
New York, New York, United States Memorial Sloan Full timeFinancial 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 timeFinancial 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
1 month ago
New York, New York, United States Creative Financial Staffing Full timeFinancial 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
1 month ago
New York, New York, United States Creative Financial Staffing Full timeFinancial 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...
-
Financial Planning Analyst
2 weeks ago
New York, New York, United States Catbird Full timeFinancial 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 Intern
6 days ago
New York, New York, United States Rockefeller Financial Full timeAbout 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...
-
Financial Analyst
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout 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 timeAbout 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 Planning Analyst
3 weeks ago
New York, New York, United States GemHarvest Executive Recruiting Full timeFinancial 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...
-
Financial Analyst
1 month ago
New York, New York, United States Creative Financial Staffing Full timeFinancial 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...
-
Senior Financial Planning Analyst
2 weeks ago
New York, New York, United States NYU Langone Health Full timeWe 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...
-
Financial Planning Analyst
2 weeks ago
New York, New York, United States Village Care Full timeJob 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
Job Description
APPLICANTS MUST BE PERMANENT IN THE ASSOCIATE STAFF ANALYST CIVIL SERVICE TITLE OR BE PERMANENT IN A COMPARABLE TITLE ELIGIBLE FOR 6.1.9 TITLE CHANGE.
The Office of Budget Administration (OBA) is tasked with the planning, development, and coordination of the Agency's budget, as well as monitoring revenues, expenditures, and staffing across all programs. This role primarily focuses on social service and administrative programs that are directly operated and contracted by the Agency. The Administrative Other Than Personal Services (AOTPS) and Capital Budget units are responsible for the development, organization, and analysis of budgetary needs.
The Budget Analyst will provide technical support to various program areas within HRA.
The Office of Budget Administration (OBA) is seeking an Associate Staff Analyst to serve as a Budget Analyst in the AOTPS/Capital unit, overseeing budgets for various programs. The responsibilities include:
- Monitoring the development, organization, and analysis of the Expense Budget for assigned areas and advising OBA executive staff on related matters.
- Conducting extensive research on budgetary implications of changing conditions, including legislative changes and variations in service utilization.
- Analyzing and providing recommendations for new funding requests and cost reduction initiatives.
- Reviewing complex budgetary issues and reconciling data from the Financial Management System.
- Assisting programs in preparing budget requests and prioritizing program choices for expansion or realignment.
- Preparing regular expenditure reports and analyzing discrepancies between planned and actual expenses.
- Monitoring program spending to ensure compliance with approved budgets.
- Acting as a liaison between OBA and program areas, as well as OMB, to discuss budgetary and programmatic impacts.
- Engaging in other special projects as needed.
Hours/Schedule: 9:00 AM to 5:00 PM
Qualifications
1. A master's degree from an accredited college or university in economics, finance, accounting, business or public administration, or a closely related field, along with one year of satisfactory full-time professional experience in budget administration, accounting, economic or financial administration, or related areas; or
2. A baccalaureate degree from an accredited college or university and three years of satisfactory full-time professional experience in the areas described above.
Additional Information
The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment free from discrimination and harassment based on any legally protected status or characteristic.
