Financial Planning Analyst

Russell Tobin; New York (NY); Hybrid; USD 115,000 - 125,000; Full time

Job summary

Russell Tobin is seeking a Senior FP&A Analyst to join a growing hospitality group in New York. This pivotal role involves financial planning, budgeting, and strategic analysis, with responsibilities ranging from delivering financial reports to supporting decision-making through data insights. Ideal candidates will have strong analytical abilities and a background in finance, ensuring alignment with the company's growth strategy.

Benefits

Health coverage

Managed time off policy

401(k) with up to 4% company match

Company-paid life insurance

Quarterly dining gift card

$127/month transit stipend

$35/month cell phone reimbursement

Qualifications

• Strong financial modeling and data analytics skills required.
• Experience with forecasting, budgeting, and tracking performance.
• Proficiency in Excel and business intelligence tools.

Responsibilities

• Deliver monthly and ad hoc financial reports to senior leadership.
• Conduct variance analysis and identify drivers impacting performance.
• Develop and maintain robust financial models for decision-making.

Skills

Data analytics

Financial modeling

Forecasting

Budgeting

Communication

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Excel

Power BI

Tableau

Workday Prism

Adaptive Planning

Job description

This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$115,000.00/yr - $125,000.00/yr

Direct message the job poster from Russell Tobin

New York, NY (First 90 days then hybrid, 1-2 WFH) | Full-time | Salary Range: $115 - 125,000 (Dependent on Experience)

We are partnering with a growing New York-based hospitality group known for building and operating high-quality, multi-concept restaurant brands across the U.S. With over 60 locations nationwide, this organization is driven by a long-term, strategic investment approach—focused on sustainable growth through both organic development and acquisitions.

As the company continues to scale, they are seeking a Senior FP&A Analyst to join their finance team. This is a high-impact role supporting financial planning, budgeting, forecasting, and strategic analysis—perfect for someone who thrives in a dynamic, fast-paced environment and wants to help shape the future of a forward-thinking hospitality brand.

What You’ll Be Doing

• Deliver monthly and ad hoc financial reports to senior leadership, highlighting KPIs and business trends
• Conduct variance analysis and identify key drivers impacting financial performance
• Develop and maintain robust financial models for planning, scenario analysis, and key decision-making
• Enhance reporting and business intelligence tools within Workday Prism and Adaptive
• Support and manage components of the annual budgeting process, ensuring alignment with strategic goals
• Partner with operations, marketing, HR, and other departments to gather insights and inform financial analysis
• Communicate financial insights clearly and concisely to support informed business decisions
• Recommend process improvements and financial optimization strategies

What We’re Looking For

• Strong data analytics and financial modeling skills
• Experience with forecasting, budgeting, and performance tracking
• Proficiency in Excel and business intelligence tools like Power BI or Tableau
• Experience with Workday Prism and Adaptive Planning is a plus
• Bachelor's degree in Finance, Accounting, or related field
• Background in hospitality, restaurant, or retail industries preferred
• Strong interpersonal and communication skills, with the ability to explain financial data to non-finance stakeholders
• Company-contributed health coverage
• Managed time off policy
• 401(k) with up to 4% company match (after 90 days)
• Company-paid life insurance
• Quarterly dining gift card usable across all brand locations
• $127/month transit stipend + pre-tax commuter benefits
• $35/month cell phone reimbursement

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Hospitality

Referrals increase your chances of interviewing at Russell Tobin by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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