Financial Planning & Analysis Specialist

Nasdaq; New York (NY); On-site; USD 73,000 - 123,000; Full time

Job summary

A leading company in financial services is seeking a Financial Planning & Analysis Specialist. This role involves forecasting, reporting, and collaborating with various teams to ensure financial accuracy and efficiency. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to manage multiple projects in a fast-paced environment. Competitive salary and benefits offered.

Benefits

401(k) program with 6% employer match

Employee Stock Purchase Program

Comprehensive medical, dental and vision coverage

Paid parental leave

Education Assistance Program

Qualifications

• 3+ years of experience in finance, accounting, or similar.
• Solid understanding of financial planning processes.

Responsibilities

• Lead the forecasting process for monthly and annual budgets.
• Build and prepare financial reports and variance analysis.
• Participate in monthly accounting close and provide commentary.

Skills

Interpersonal Skills

Analytical Skills

Attention to Detail

Proactivity

Education

Bachelor’s degree in Finance or Accounting

Tools

Workday

OneStream

MS Excel

BI Tools

PowerPoint

Job description

Financial Planning & Analysis Specialist

Join to apply for the Financial Planning & Analysis Specialist role at Nasdaq

Financial Planning & Analysis Specialist

Join to apply for the Financial Planning & Analysis Specialist role at Nasdaq

Get AI-powered advice on this job and more exclusive features.

We are seeking a high energy and innovative professional to join the Financial Planning & Analysis team. Our team is responsible for consolidating, analyzing, and reporting the forecasted financial results of the Human Resource Team (People@Nasdaq) and Compensation and Benefit Function, preparing the monthly forecast, long range plan and annual budget, as well as implementing and improving processes and procedures to measure our success. This position involves frequent interaction with People@Nasdaq leaders, FP&A colleagues, Business Unit CFO organizations and Corporate Accounting

• Forecasting: Lead the forecasting process for People@Nasdaq team monthly forecast, Long-Range Planning, and annual budgets
• Reporting: Build and prepare monthly, quarterly, and annual reports, understand changes and drivers, present variance and trending analysis to People@Nasdaq leaders, Business Unit CFO, and Corporate Finance team
• Accounting Close: Participate in monthly accounting close and provide commentary for variances to People@Nasdaq leaders, and Corporate Finance and Accounting teams
• Assist in annual incentive plan scoring process and support Compensation and benefit function closing, forecast and allocation
• Performs other ad-hoc business reporting, analysis and automation project as needed
• Bachelor’s degree in Finance or Accounting or related field; CPA preferred
• 3+ years of experience in finance, accounting, auditing, management or similar
• Shown understanding of accounting and knowledge in common controlling methods and models
• Solid understanding of financial planning business processes and budgeting
• Proficiency in utilizing Workday, OneStream, MS Excel, BI Tools, PowerPoint and/or other IT tools to perform Business and Financial Control / models
• Excellent interpersonal and social skills, having the ability to challenge when required
• Ability to handle multiple simultaneous projects and meet tight deadlines
• Must be proactive, resourceful, and demonstrate intellectual curiosity
• Work independently, with attention to detail and ability to ensure quality and accuracy of output.
• Demonstrated ability to work in a fast-paced environment
  
  

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.

What We Offer

We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.

The base pay range for this role is $73,400 - $122,400. In addition to base salary, Nasdaq provides a generous annual bonus/commission (short-term incentive), and equity (long-term incentive), comprehensive benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.

Nasdaq’s programs and rewards are intended to allow our employees to:

• Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
• Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
• Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
• Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
• Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities
  
  

For more information, visit Nasdaq Benefits & Rewards Career page.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning, Finance, and Accounting/Auditing

Referrals increase your chances of interviewing at Nasdaq by 2x

Get notified about new Financial Planning and Analysis Specialist jobs in New York, United States.

Analyst, Investment Banking, Sponsors U.S. - New York, NY

New York, NY $100,000.00-$110,000.00 2 weeks ago

Hedge Fund – Equity Research Analyst (Junior) – TMT (Long/Short) ID25001

Asset & Wealth Management, Growth Equity Investing, Analyst - New York

Corporate and Private Bank Strat - Associate

New York, NY $135,000.00-$175,000.00 4 weeks ago

Investment Banking - Investment Grade Finance - Analyst

New York, NY $67,500.00-$75,000.00 2 hours ago

Analyst - Private Capital Advisory - Secondaries

Investment Banking - Financial Institutions Group - Analyst

New York, NY $110,000.00-$225,000.00 2 weeks ago

Analyst, Investment Banking – Capital Markets (New York)

New York, United States $125,000.00-$200,000.00 1 year ago

New York, NY $113,900.00-$170,800.00 2 weeks ago

Investment Banking - Mergers & Acquisitions - Analyst

Investment Banking Analyst, Media - New York City

New York, United States $110,000.00-$135,000.00 1 week ago

Manhattan, NY $100,000.00-$120,000.00 3 weeks ago

Consumer & TMT Analyst - Multi-Billion AUM Hedge Fund

New York, NY $50,000.00-$60,000.00 3 weeks ago

New York, NY $90,000.00-$125,000.00 1 week ago

Investment Banking Associate, FIG - New York

New York, NY $90,000.00-$110,000.00 1 week ago

International Equity - Investment Analyst

New York, NY $90,000.00-$150,000.00 2 weeks ago

Hedge Fund Investment Analyst Industrials

New York, NY $175,000.00-$225,000.00 2 weeks ago

New York, NY $100,000.00-$110,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.