Financial Planning and Analysis Specialist
1 month ago
Datarails is a leading FinTech company that empowers finance teams to streamline their planning and analysis processes. Our innovative platform automates data consolidation, reporting, and planning, while enabling users to continue leveraging their Excel spreadsheets and financial models.
Job SummaryWe are seeking a highly skilled and motivated Account Executive to join our team. As a key member of our sales team, you will be responsible for partnering with prospects to understand their unique needs and challenges, and driving the adoption of our complex solution.
Key Responsibilities- Develop and execute a sales strategy to achieve quarterly and annual quotas
- Work closely with our SDR team to ensure their success in generating revenue opportunities
- Liaise with finance professionals to understand their needs and create bespoke proposals and solutions
- Utilize CRM tools such as Hubspot or Salesforce to manage sales activity and document progress
- Collaborate with cross-functional teams to drive sales growth and customer satisfaction
- 2+ years of experience as an Account Executive selling complex B2B SaaS products to finance ICPs or selling financial services
- Proven ability to over-achieve on sales quota
- Strong time management and organizational skills, with the ability to prioritize multiple tasks and deadlines
- Experience with CRM tools and sales enablement platforms
- Ability to understand and synthesize technical and commercial needs of prospects
- Competitive base salary range of $90-100k USD, with uncapped commission and accelerators
- Top-of-the-line healthcare coverage, including medical, vision, and dental
- Flexible and unlimited paid time off, with a flexible remote work environment
- Generous equity package and 401k matching
- Perks including mental health and wellness services, HSA and FSA, and commuter benefits
We are an equal opportunity employer and prioritize building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants, and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information, or other non-job related characteristics.
-
Financial Planning and Analysis Manager
1 month ago
New York, New York, United States Chainalysis Full timeAt Chainalysis, we're driving innovation in the blockchain space, and we need a strategic business partner to help us navigate the financial landscape. As the Financial Planning and Analysis Manager, you'll be responsible for providing critical reporting and actionable insights to inform our business decisions.The ideal candidate will have a deep...
-
Financial Planning and Analysis Expert
2 weeks ago
New York, New York, United States Citigroup Inc Full timeSenior FP&A Group Manager PositionThe Financial Planning and Analysis (FP&A) Group Manager is a senior management level role at Citigroup Inc, responsible for providing strategic financial analysis and insights to support business decisions.Key Responsibilities:Lead a team of finance professionals in accomplishing established goals and conduct personnel...
-
New York, New York, United States Playfly Sports Properties, LLC Full timeJob Description:We are seeking a Senior Manager of Financial Planning and Analysis to join our team at Playfly Sports Properties, LLC. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of driving business growth and improving financial performance.Responsibilities:Lead the day-to-day operations...
-
Senior Financial Planning and Analysis Manager
4 weeks ago
New York, New York, United States Citigroup Inc Full timeCitigroup Inc is seeking a highly skilled Senior Financial Planning and Analysis Manager to join our Trade LFO team. The ideal candidate will have a strong background in financial planning and analysis, with experience in leading cross-functional teams and driving business growth.Key Responsibilities:Develop and implement financial planning and analysis...
-
Senior Financial Planning and Analysis Manager
4 weeks ago
New York, New York, United States Citigroup Inc Full timeJob DescriptionCiti's Trade and Working Capital Solutions (TWCS) business is a dynamic, high-growth global business that offers working capital solutions to clients across various industries in over 100 countries.The Trade LFO team is part of the Services CFO team, responsible for providing end-to-end financial support for the TWCS business. This includes...
-
Senior Financial Planning and Analysis Leader
2 weeks ago
New York, New York, United States Citigroup Inc Full timeThe Client LFO function at Citigroup Inc is seeking a Senior Financial Planning and Analysis Leader to join its team. This role will be responsible for developing and consolidating client metrics across businesses, sharing analytics and data insights, and building tools to analyze client returns.The ideal candidate will have 6+ years of progressive...
-
Financial Planning Specialist
1 month ago
New York, New York, United States Metropolitan Transportation Authority Full timeJob SummaryThis position is accountable for assisting in the development of policy recommendations concerning labor analysis, fringe benefits, overhead rates, and budget development. The incumbent will assist in the development and analysis of financial plans and projections relating to fringe benefits, including health and welfare, pension, and other...
-
Senior Financial Planning Specialist
2 weeks ago
New York, New York, United States Outlast Full timeOutlast: A Recycling Marketplace for Valuable MaterialsWe are seeking an experienced Senior Financial Analyst to join our team at Outlast. As a leading recycling marketplace, we partner with major industrial companies to source and sell recycled materials in integrated relationships.Job Summary:The ideal candidate will drive financial planning, analysis, and...
-
Financial Planning Associate
1 week ago
New York, New York, United States MAKE UP FOR EVER Full timeFinancial Planning & Analysis RoleMAKE UP FOR EVER, a subsidiary of LVMH, seeks a Financial Planning & Analysis Associate to join our New York City Office. Reporting to the Director of Financial Planning & Analysis, this role will support the preparation of monthly financial closings, analyze brand financial performance, and provide actionable insights to...
-
New York, New York, United States Citigroup Inc Full timeThe Senior Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with in-depth analysis and insights into Citigroup Inc.'s financial results. This position is part of the broader Finance team and contributes to directional strategy.Key Responsibilities:• Create comprehensive financial reports and...
-
Financial Modeling Specialist
4 weeks ago
New York, New York, United States Tortorella Group Full timeFinancial Modeling and AnalysisTortorella Group is seeking a skilled Financial Modeling Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating current and historical financial data, building and monitoring interim cash flow models, and generating ad hoc, interim, and quarterly reporting for internal and...
-
PPNR Workstream Financial Planning Analyst
4 weeks ago
New York, New York, United States 00002 Citibank, N.A. Full timeJob SummaryThe PPNR Workstream Financial Planning Analyst will provide support, analysis, and insight for the Quarterly Multi-Year Multi-Scenario Forecast (QMMF), CCAR PPNR Stress Testing, and Operating Plan (budget) forecast. This role works in a team that interacts closely with each business unit in Citi to create and model financial results and...
-
Chief Financial Operations Specialist
5 days ago
New York, New York, United States Columbia University Full timeAbout Columbia UniversityColumbia University is a world-renowned institution of higher learning, dedicated to academic excellence and innovation. With a rich history and commitment to fostering a diverse and inclusive community, we are seeking highly skilled professionals to join our team.Job SummaryWe are seeking a Chief Financial Operations Specialist to...
-
Senior Financial Planning Director
4 weeks ago
New York, New York, United States Valentino Full timeJob Title: Senior Financial Planning DirectorAbout the RoleMaison Valentino is seeking an experienced Senior Financial Planning Director to join our Americas team. As a key member of the Leadership team, you will be responsible for directing all aspects of the annual budget, quarterly reforecast, and recurring financial reporting and analysis for the USA,...
-
Financial Operations Specialist
1 week ago
New York, New York, United States Manhattan Plumbing & Heating Full timeAbout the Role: We are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Manhattan Plumbing & Heating. The successful candidate will be responsible for managing our financial operations, including accounts payable and receivable, and ensuring that our financial systems are running smoothly.Key...
-
Financial Planning Director
4 weeks ago
New York, New York, United States Columbia University Full timeJob SummaryThe Columbia University is seeking a highly skilled Financial Planning Director to join our team. This is a key leadership role that will oversee the financial planning and budgeting functions for the Columbia Climate School.Key Responsibilities• Develop and implement financial planning models and tools to accurately forecast and record annual...
-
New York, New York, United States Oscar Health Full timeOverviewOscar Health is a pioneer in the healthcare industry, dedicated to creating a more equitable and effective system. As a Senior Director of Corporate FP&A, you will play a critical role in shaping our financial strategy and driving business growth.SalaryThe estimated annual salary for this position ranges from $192,000 to $252,000, depending on...
-
Senior Metals Sales and Structuring Specialist
4 weeks ago
New York, New York, United States BMO Financial Group Full timeAbout the RoleWe are seeking an experienced Metals Sales and Structuring Specialist to join our team at BMO Financial Group. In this key role, you will be responsible for developing and executing strategic sales initiatives while structuring deals that meet the needs of our clients and the company. As a member of our metals sales and trading team, you will...
-
ERP Solution and Planning Specialist
1 month ago
New York, New York, United States United Nations Population Fund Full timeJob Title: ERP Solution and Planning SpecialistUnited Nations Population FundThe Position:The ERP Solution and Planning Specialist is responsible for managing medium to complex projects related to UNFPA's ERP and Planning systems. You will be a senior member of the team, working closely with business representatives to analyze needs and propose solutions as...
-
New York, New York, United States trustaff Full time**Job Overview**We are seeking a highly skilled **Accountant** to join our team. As a key member of our finance department, you will be responsible for financial management and analysis to drive optimal business performance.**Key Responsibilities**- Financial reporting and analysis- Budgeting and forecasting- Financial planning and strategy**Requirements**-...