Financial Planning Analyst

1 week ago


New York, New York, United States Cogent Infotech Corporation Full time
Job Description

Overview:

The Financial Planning Analyst plays a crucial role in the financial operations of the organization, ensuring accurate analysis and reporting of financial data.

Key Responsibilities:

  1. Analyze and interpret legal and real estate documentation.
    1. Example: Review closing memos for various transactions and real estate agreements.
  2. Assist in cash flow analysis and reconciliation.
    1. Support the reconciliation of cash flow data across multiple departments including Real Estate, Treasury, and internal Financial Planning & Analysis.
  3. Provide projections related to real estate transactions.
    1. Assist in generating realistic revenue projections based on agreements and departmental feedback.
    2. Analyze revenue data and make informed recommendations.
  4. Maintain and update financial databases for budgeting, tracking, and reporting purposes.
  5. Contribute to the preparation of the organization's annual budget.
  6. Engage in long-term financial planning initiatives.
  7. Conduct complex financial analyses and statistical computations for various financial models and rate studies.
  8. Address financial inquiries from staff, management, and external stakeholders.
  9. Participate in special accounting projects as needed.
  10. Perform additional related tasks as required.

Qualifications:

Knowledge:

  • Principles of finance and administration, particularly in municipal accounting and budgeting.
  • Modern office practices and procedures.
  • Proficient use of English, including grammar and punctuation.
  • Regulatory laws governing financial administration.
  • Budget preparation and revenue forecasting methodologies.
  • Principles of organizational and personnel management.
  • Long-term financial planning strategies.

Skills:

  • Effective communication and customer service abilities.
  • Strategic and analytical thinking.
  • Ability to analyze complex qualitative and quantitative issues.
  • Sound judgment and confidentiality.
  • Problem-solving capabilities.
  • Advanced proficiency in Microsoft Office applications (Excel, Access, Teams, SharePoint, Outlook); familiarity with Hyperion is a plus.
  • Bachelor's Degree in Accounting, Finance, or a related discipline.
    • 2-3 years of relevant experience in accounting or finance is preferred.
    • Experience in municipal or governmental finance is advantageous.

Cogent Infotech Corporation is an equal opportunity employer committed to diversity and inclusion in the workplace.



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