Financial Planning & Analysis Manager (New York)

Lazard; New York (NY); On-site; USD 120,000 - 145,000; Full time

Job summary

Lazard, a leading financial advisory and asset management firm, seeks a FP&A Manager in New York. The role partners with senior leadership to deliver global planning, forecasting, and strategic insights across regions.

You’ll manage one direct report and drive initiatives to improve reporting, data quality, and efficiency. The ideal candidate has 10+ years in FP&A or corporate finance, strong accounting knowledge, and excellent communication skills to interact with executives worldwide.

Qualifications

• 10+ years of experience in financial planning and analysis, corporate finance, or management reporting.
• Undergraduate degree in Finance, Accounting, Economics with strong academic record.
• Strong analytical, data management, and problem-solving capabilities.
• Ability to engage with senior leadership globally and collaborate across Finance.

Responsibilities

• Play a key role in global financial planning cycle including budget, forecasts, and revenue outlooks; build models to monitor KPIs.
• Lead finance transformation initiatives to improve reporting, forecasting accuracy, and data quality.
• Validate results, interpret variances, and ensure integrity of management reporting.
• Partner with Investor Relations and IT on strategic initiatives and dashboards.

Skills

Financial modeling

Data analysis

Leadership

Communication

Problem solving

Mentoring

Education

Undergraduate degree in Finance, Accounting, Economics

Tools

SAP

Power BI

Tableau

Power Query

Alteryx

Analysis for Office

Job description

Job Description

Lazard is one of the world’s preeminent financial advisory and asset management firms.

Job Description

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world’s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network

Financial Planning & Analysis Manager – New York

This FP & A Manager role sits within the Global Financial Advisory Finance team and serves as a key strategic partner to the Senior Vice President responsible for the Financial Advisory business. The role supports global financial planning, reporting, performance management, and strategic initiatives across regions, working closely with senior leadership to deliver actionable insights that inform business strategy and resource allocation. The position will manage one direct report. The ideal candidate brings strong analytical and modeling capabilities, accounting knowledge, excellent communication skills, a genuine interest in financial services, and the ability to collaborate effectively across functions in a dynamic, fast-paced environment.

We’ll Trust You To

• Play a key role in the global financial planning cycle including annual budget, quarterly forecasts, and weekly revenue outlooks, partnering closely with regional finance teams and business leadership. Create financial models to monitor and report upon key performance indicators for the business, providing strategic actionable insights
• Lead cross-functional finance transformation initiatives focused on improving reporting, forecasting accuracy, data quality, and operating efficiency
• Leverage accounting knowledge to validate financial results, interpret variances, and ensure integrity of management reporting
• Serve as a key finance partner to the Middle Office and corporate functions
• Lead the preparation of the quarterly Board materials and related analyses
• Partner with the Investor Relations team as they prepare for quarterly earnings calls, by leading the preparation of detailed Q&A materials and analyses
• Build and maintain financial models, dashboards, and management reports in partnership with the Financial Advisory IT team
• Deliver monthly regional presentations for Senior Management
• Conduct monthly non‑compensation expense analysis, analyzing cost drivers and recommending cost saving initiatives
• Supporting and validating cash forecasting across the global business enabling senior management to make informed capital deployment decisions
• Partner with business leadership and the Financial Advisory IT team on transformation and strategic initiatives
• Deliver ad‑hoc strategic and financial analyses for senior management and executive decision-making
• Identify and implement enhancements to financial processes, reporting capabilities, data quality, and systems to improve efficiency, accuracy, and standardization
• Manage and mentor a team of one finance professional, providing oversight of deliverables, development, and performance management

You’ll Need To Have

• 10+ years of experience in financial planning and analysis, corporate finance, management reporting, ideally within an investment bank, financial institution, or professional services environment
• Undergraduate degree in Finance, Accounting, Economics, or a related field with a strong academic record
• Practical understanding of accounting principles, with experience in month end close, or controllership roles a plus
• Strong analytical, data management, and problem‑solving capabilities
• High level of professionalism with the ability to engage effectively with senior leadership globally and collaborate across Finance and other corporate functions
• Experience in leading or being a significant contributor to finance system implementations, or reporting automation initiatives
• Excellent written and verbal communication skills
• Self‑motivated and able to motivate, mentor and lead a team
• High standards of accuracy, organization, and attention to detail; comfortable operating in a fast‑paced environment

Skills & Technical Capabilities

• Advanced proficiency in Microsoft Excel, financial modeling, and executive level PowerPoint presentation skills
• Experience with SAP, Analysis for Office, AI, Power Query, Alteryx, and/or Power BI / Tableau beneficial

What We Offer

We strive to enhance the total health and well‑being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary range for this role to be approximately $120,000-$145,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard's compensation package, which also includes comprehensive benefits and may include incentive compensation.

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.