Finance Analyst

Millennium; New York (NY); On-site; USD 80,000 - 105,000; Full time

Job summary

Millennium in New York seeks an FP&A professional with strong analytical skills to develop and improve analytical frameworks for informed decision making.

The role focuses on partnering with business units to build financial models, create dashboards, and support budgeting and forecasting processes across the firm. Candidates should have 2+ years in financial services and advanced Excel/PowerPoint abilities.

Qualifications

• Bachelor’s degree in Accounting or Finance preferred.
• 2+ years of experience in Financial Services.
• Strong Excel and PowerPoint skills; macros and VBA a plus.
• Advanced quantitative and problem solving skills.
• Effective communication, including presenting ideas to small groups.
• Ability to interact with senior management and peers; ownership of work.
• Detail oriented, quick learner and able to thrive under pressure.

Responsibilities

• Develop financial analysis that adds value to decision making and performance.
• Partner with the business in developing financial models and analyses for strategic initiatives, including product expansion economics.
• Participate in team projects with autonomy to innovate and analyze the business.
• Work closely with Finance, Risk, Corporate Strategy and HR on firm-wide initiatives.
• Prepare monthly dashboards for senior management reflecting results and performance.
• Analyze trends in revenue, expenses and KPIs to improve forecasts.
• Contribute to the annual budgeting and forecasting processes with leadership input.

Skills

Advanced Excel

PowerPoint

Macros & VBA

Quantitative problem solving

Education

Bachelor’s Degree in Accounting / Finance or related field

Tools

Excel

PowerPoint

Job description

The Financial Planning and Analysis (“FP & A”) team plays an important role in delivering economic insights and decision making support to the senior leadership of the organization which helps to drive the financial performance of the firm. The firm is looking to recruit an individual with strong analytical experience, preferably in financial services industry, to develop and improve analytical frameworks to facilitate more informed decisions.

Responsibilities

• Develop financial analysis, which is value-added to decision making and assessing business performance
• Partner with the businesses in developing financial models and analyses to support strategic initiatives, including product expansion economics
• Participate in team-wide projects with the autonomy to innovate and develop new ways to analyze the business
• Work closely with broader Finance organization, Risk, Corporate Strategy and HR on firm wide initiatives
• Prepare monthly dashboards for senior management and stake holders reflecting results and performance
• Analyze current and past trends in the areas of revenue, expenses and other key performance indicators to improve design and accuracy of financial forecasts
• Play an active role in the firm’s annual budget and forecasting processes by working with the organization’s leadership to incorporate initiatives

Qualifications

• Bachelor’s Degree in Accounting / Finance or related field is preferred
• 2+ years of experience in Financial Services
• Strong Microsoft Excel and PowerPoint skills (Macros and VBA is a plus)
• Advanced quantitative and problem solving skills
• Ability to communicate effectively, including presenting ideas both in written presentations and to small groups
• Ability to interact with senior management, peers and professional staff;
• Communicating with impact to effectively manage upward to influence decisions. Quick learner, Detail oriented; Demonstrable thoroughness and strong ownership of work.
• Good team player with a strong willingness to participate and help others.
• Able to prioritize in a fast moving, high pressure, constantly changing environment; High sense of urgency