Financial Planning & Analysis

Northbound Executive Search; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

A multi-faceted financial services firm is seeking a Financial Planning and Analysis Associate in New York to assist with budgeting and expense data analysis. The ideal candidate should have over 5 years of experience in financial analysis, robust Excel and PowerPoint abilities, and strong communication skills. Offering a competitive salary between $90,000 and $110,000.

Qualifications

• 5+ years of experience working with expense-based data analysis.
• Ability to work flexible hours.

Responsibilities

• Assist in the annual budget process.
• Data/input collection, validation of all uploads.
• Assist in monthly expense reporting.
• Support development of financial models.
• Collaborate on automated management reporting.
• Assist with ad-hoc requests for data.

Skills

Strong Excel skills

Strong PowerPoint skills

Strong communication skills

Interpersonal skills

Education

Bachelor’s Degree in Accounting or Finance

Job description

A multi-faceted financial services firm is looking for a Financial Planning and Analysis (FP&A) Associate to join their advisory team! This is a very exciting role that will require an experienced analyst to prepare, review, and analyze expense and budgeting data and present in Excel/Microsoft PowerPoint. The ideal candidate will come with 5+ years of experience working with expense-based data analysis, strong Excel and PowerPoint skills, and a good understanding of FP&A.

Job Responsibilities

• Assist in the annual budget process
• Data/input collection, upload to the internal system, and validation of all uploads
• Assist in monthly expense reporting and working with teams to ensure a thorough understanding of spending including transaction detail and identifying miscoded entries.
• Support other Financial Planning and Analysis team members in developing, building, maintaining and improving models to support the budget process.
• Collaborate with IT and finance to continue development of automated management reporting
• Assist with ad‑hoc requests for data and/or analysis as needed

Job Requirements

• Bachelor’s Degree in Accounting or Finance
• Very strong Microsoft Excel and PowerPoint skills
• Strong communication and interpersonal skills
• Ability to work flexible hours

Compensation

• $90,000 – $110,000

Job ID: 8226