Financial Planning & Analysis

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

Job summary

Northbound Executive Search is seeking an FP&A Associate in New York. The role focuses on preparing and analyzing expense and budgeting data, with heavy use of Excel and PowerPoint to present findings to advisory teams.

The right candidate has 5+ years of expense-based data analysis experience and solid FP&A knowledge. Strong communication skills and ability to work flexible hours are required.

Qualifications

• 5+ years of experience working with expense-based data analysis.
• Very strong Microsoft Excel and PowerPoint skills.
• Solid understanding of FP&A processes.

Responsibilities

• Assist in the annual budget process.
• Data/input collection and validation of uploads to internal system.
• Assist in monthly expense reporting and explain spending details.
• Support development of models to support the budget process.
• Collaborate to develop automated management reporting.
• Handle ad hoc data requests and analyses.

Skills

Expense data analysis

Financial modeling

Communication

Education

Bachelor’s Degree in Accounting or Finance

Tools

Excel

PowerPoint

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
• Very strong Microsoft Excel and PowerPoint skills

Compensation:

• $90,000 – $110,000

Job ID:

8226