Financial Analyst

Financial Planning Plus; City of Yonkers (NY); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Mentorship

Benefits

Flexibility policy

Job summary

Financial Planning Plus is seeking a Financial Analyst in Yonkers, NY to safeguard financial accuracy and sharpen how we measure performance. The role offers a substantial salary range and a path to mentorship within a supportive team environment.

Based in Yonkers, you will stand up the Due Diligence close calendar, coordinate with the tax team on year-end provisions, and reconcile accounts across currencies.

Qualifications

• Proven Due Diligence results, ideally in Yonkers, NY.
• Clarity of thought shown in tidy documentation.
• Working knowledge of ACA alongside transferable Emotional Intelligence chops.
• A ruthlessly-focused attitude and eagerness to learn new skills.
• Demonstrated capacity to mentor or support junior teammates.
• Solid understanding of finance best practices and industry standards.

Responsibilities

• Stand up the Due Diligence close calendar and hold every owner to it.
• Coordinate with the tax team on filings, estimates, and year-end provisions.
• Reconcile bank and balance-sheet accounts down to the last cent.
• Oversee accounts reconciliation across multiple entities and currencies.
• Develop cash flow models and monitor liquidity for the Yonkers, NY team.
• Own the tax provision and the footnotes that explain it.
• Build cash-flow models that hold up under a quality-focused stress test.

Skills

Due Diligence

Mentoring

ACA knowledge

Finance best practices

Documentation

Job description

Financial Planning Plus seeks a Financial Analyst in Yonkers, NY to safeguard financial accuracy and sharpen how we measure performance. Weigh it however you like — the math still lands at $65,000 - $100,000, temporary hours, and a team at Financial Planning Plus worth joining.

Key Responsibilities

• Stand up the Due Diligence close calendar and hold every owner to it
• Coordinate with the tax team on filings, estimates, and year-end provisions
• Reconcile bank and balance-sheet accounts down to the last cent
• Oversee accounts reconciliation across multiple entities and currencies
• Develop cash flow models and monitor liquidity for the Yonkers, NY team
• Own the tax provision and the footnotes that explain it
• Build cash-flow models that hold up under a quality-focused stress test

What You'll Bring

• Proven Due Diligence results, ideally seasoned in Yonkers, NY
• Clarity of thought that shows up in tidy documentation
• Working knowledge of ACA alongside transferable Emotional Intelligence chops
• A ruthlessly-focused attitude and eagerness to learn new skills
• Demonstrated capacity to mentor or support junior teammates
• Solid understanding of finance best practices and industry standards

With roots in Yonkers, NY and a human-first outlook, Financial Planning Plus delivers software that scales with our customers. Trust is the default setting at Financial Planning Plus; you have to actively spend it to lose it.

We trade fair $65,000 - $100,000 for your talent and throw in mentorship, benefits, and a flexibility policy people actually use.

Candidate outreach for this finance opening is happening as we speak.