Financial Planning Analyst

Northbound Executive Search; New York (NY); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Northbound Search is partnering with a leading financial services firm in New York, NY to hire a Financial Planning & Analysis (FP&A) Consultant. The role centers on driving financial performance through rigorous planning, analysis, and reporting to support strategic decisions.

The ideal candidate brings 3–6 years of FP&A experience, strong modeling skills, and the ability to communicate complex financial information to cross-functional stakeholders across the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3–6 years of FP&A or corporate finance experience.
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling.
• Advanced Excel with complex formulas, pivot tables, and financial modeling.
• Experience with ERP systems and FP&A software.

Responsabilités

• Lead and support annual budgeting, forecasts, and long-range planning.
• Develop and maintain financial models to evaluate performance, operating expenses, revenue trends, and profitability.
• Analyze actual results against budget, forecast, and prior periods, identifying variances, trends, and improvement opportunities.
• Prepare scenario analyses and financial projections to support strategic initiatives.
• Prepare monthly, quarterly, and annual financial reports for management and stakeholders.
• Develop reporting packages, dashboards, and presentations highlighting key metrics.
• Conduct variance analysis and provide actionable insights into financial results and drivers.
• Partner with cross-functional teams to support financial planning and decision-making.
• Provide financial insights and recommendations to improve efficiency, resource allocation, and profitability.
• Support business cases, headcount planning, and ad hoc financial analyses.
• Translate complex financial data into clear recommendations for finance and non-finance stakeholders.

Connaissances

Financial modeling

Excel proficiency

Budgeting & forecasting

Variance analysis

Reporting & analytics

Stakeholder communication

Formation

Bachelor's degree in Finance/Accounting/Economics

Outils

ERP systems

FP&A platforms

BI/Reporting tools

Description du poste

Northbound Search is partnering with leading financial services firm located in New York, NY, to hire a Financial Planning & Analysis (FP&A) Consultant. This individual will play a key role in financial planning, performance analysis, and management reporting to support strategic business decisions and drive financial performance. The ideal candidate will combine strong financial modeling and analytical skills with business acumen, attention to detail, and the ability to communicate complex financial information to stakeholders across the organization.

Responsibilities:

• Lead and support the annual budgeting process, periodic forecasts, and long-range financial planning.
• Develop and maintain financial models to evaluate business performance, operating expenses, revenue trends, and profitability.
• Analyze actual results against budget, forecast, and prior periods, identifying key variances, trends, and opportunities for improvement.
• Prepare scenario analyses and financial projections to support strategic initiatives and business planning.
• Prepare monthly, quarterly, and annual financial reports for management and key stakeholders.
• Develop reporting packages, dashboards, and presentations highlighting key financial and operational performance metrics.
• Conduct variance analysis and provide actionable insights into financial results and business drivers.
• Partner with cross-functional teams, including Accounting, Operations, Sales, and department leaders, to support financial planning and decision-making.
• Provide financial insights and recommendations to improve operational efficiency, resource allocation, and profitability.
• Support business cases, investment evaluations, headcount planning, and ad hoc financial analysis.
• Translate complex financial data into clear, concise recommendations for both finance and non-finance stakeholders.

Required Experience

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 3–6 years of experience in FP&A, corporate finance, financial analysis, or a related discipline.
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, and financial modeling.
• Experience with financial reporting tools, ERP systems, and/or FP&A platforms.