Financial Planning & Analysis Associate at Winged Keel Group Manhattan, NY

Winged Keel Group; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Annual profit sharing bonus

Comprehensive benefit package (medical, dental, life, disability, 401(k))

Job summary

Itlearn360 in Manhattan is seeking a Financial Planning & Analysis Associate. This role is critical in supporting budget management, financial modeling, and strategic decision-making, with an expectation of 2–5 years of relevant experience.

The candidate will be responsible for comprehensive financial assessments and reports, utilizing advanced financial tools and Excel skills. A competitive compensation package with benefits is offered.

Qualifications

• 2–5 years of experience in FP&A, corporate finance, or investment banking.
• Strong financial modeling and analytical skills.
• Proficient in Excel and financial systems.

Responsibilities

• Develop and manage the annual budgeting and forecasting processes.
• Create and maintain complex financial models to support strategic initiatives.
• Prepare financial reports, including variance analysis.

Skills

Financial modeling

Analytical skills

Communication skills

Attention to detail

Problem-solving

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Excel

SAP

Oracle

Adaptive Insights

Anaplan

Tableau

Power BI

Job description

Financial Planning & Analysis Associate

Winged Keel Group – Manhattan, NY

Firm Summary

Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.

Position Summary

The Financial Planning & Analysis Analyst will play a critical role in driving business performance through financial planning, analysis, and strategic support. This position is responsible for budgeting, forecasting, variance analysis, and financial modeling to support strategic decision-making and operational efficiency.

Position Responsibilities

• Develop and manage the annual budgeting and forecasting processes
• Create and maintain complex financial models to support strategic initiatives
• Prepare monthly, quarterly, and annual financial reports, including variance analysis vs. budget/forecast
• Analyze key business drivers, trends, and performance metrics to provide actionable insights
• Partner with business units to understand financial results and drive accountability
• Support scenario planning, long-term planning, and strategic projects
• Assist in the preparation of board presentations and executive summaries
• Maintain and improve financial systems, tools, and processes
• Perform ad hoc financial analysis as needed

Ideal Candidate

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus)
• 2–5 years of experience in FP&A, corporate finance, or investment banking
• Strong financial modeling and analytical skills
• Proficient in Excel and financial systems (e.g., SAP, Oracle, Adaptive Insights, Anaplan)
• Excellent communication and presentation skills
• High attention to detail and ability to manage multiple priorities
• Strong business acumen and a proactive problem‑solving mindset
• Ability to organize, prioritize and manage multiple tasks and requests
• Exceptional team player

Preferred Skills

• Experience working with BI tools (e.g., Tableau, Power BI)
• Understanding of GAAP and financial statements
• Experience in a fast‑paced, high‑growth environment

Working Conditions / Demands / Complexity

• Required to work on a computer for a substantial part of the day
• Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
• A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment

Compensation / Benefits

• Attractive annual compensation package is commensurate with experience
• Eligible for annual profit sharing bonus
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.