Financial Planning & Analysis (FP&A)

Northbound Executive Search; New York (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

401K

Competitive compensation

Job summary

Northbound Executive Search is assisting a client in New York with a Financial Planning & Analysis (FP&A) Analyst opening. The role emphasizes expense and budgeting data analysis, presenting findings in Excel and PowerPoint, with 1–4 years of FP&A experience preferred.

Responsibilities include quarterly revenue updates, forecasting, revenue reporting, and supporting strategy decks and board presentations. A Bachelor’s degree is required and 2–4 years of relevant experience is preferred.

Qualifications

• Bachelor’s degree required.
• 2–4 years of FP&A/expense data analysis preferred.
• Strong Excel and PowerPoint skills.

Responsibilities

• Participate in quarterly and annual revenue update and forecasting process.
• Prepare revenue reports and perform analysis of latest forecast and estimates.
• Attend weekly business review calls and stay abreast on deal news and information.
• Assist in preparation of firm‑wide strategy decks, earnings packs, and board presentations.
• Prepares and facilitates all reporting and dashboards.
• Perform maintenance and creation of a variety of reports.
• Assist in development and customization of business management reports.

Skills

Excel

PowerPoint

FP&A

Education

Bachelor's degree

Tools

Excel

Job description

Our client, a multi-faceted financial services firm, is looking for a Financial Planning & Analysis (FP&A) Analyst to join their advisory team! This is a very exciting role that will require an experience analyst to prepare, review, and analyze expense and budgeting data and present in Excel and Microsoft PowerPoint. The ideal candidate will come with 1-4 years’ experience working with expense-based data analysis, strong Excel and PowerPoint skills, and a good understanding of FP&A.

Job Responsibilities:

• Participate in quarterly and annual revenue update and forecasting process
• Prepare revenue reports and perform analysis of latest forecast and estimates
• Attend weekly business review calls and stay abreast on deal news and information
• Assist in preparation of firm wide strategy decks, earnings packs, and board presentations
• Prepares and facilitates all reporting and dashboards
• Perform maintenance and creation of a variety of reports
• Assist in development and customization of business management reports

Job Requirements:

• Bachelor’s degree (business major preferred from nationally accredited university)
• 2-4 years of relevant experience in the professional services industry preferred
• Ability to work in high pressure environment and quickly adapt to changing business need
• Conscientious and hard working
• Benefits include medical insurance, 401K and competitive compensation

Compensation:

• $75,000 – $90,000

Job ID:

8227