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Job summary
A financial services firm located in New York, NY is seeking a skilled financial analyst to manage monthly allocations and support annual budgeting processes. The ideal candidate will have 4-8 years of experience in FP&A or corporate finance, strong analytical skills, and proficiency with financial analysis tools like Tableau. This role offers a salary range of $120,000-$130,000, providing an opportunity to make impactful contributions to budget reviews and strategic discussions.
Qualifications
4-8 years of experience in FP&A, corporate finance, or financial analysis.
Experience supporting corporate functions within financial services.
Strong experience with budgeting, forecasting, and expense management processes.
Responsibilities
Prepare financial analysis, presentations, and reporting materials.
Support the annual budgeting and periodic forecasting processes.
Monitor monthly expense performance versus budget and forecast.
Skills
Financial analysis
Budgeting
Forecasting
Expense management
Using Tableau
Process improvement
Education
Bachelor's degree
Tools
Tableau
Job description
A financial services firm located in New York, NY is seeking a skilled financial analyst to manage monthly allocations and support annual budgeting processes. The ideal candidate will have 4-8 years of experience in FP&A or corporate finance, strong analytical skills, and proficiency with financial analysis tools like Tableau. This role offers a salary range of $120,000-$130,000, providing an opportunity to make impactful contributions to budget reviews and strategic discussions.