Financial Planning Analyst

Mission Staffing; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

A leading global investment management firm seeks to enhance its FP&A function. This highly visible role involves collaborating across various departments to create and manage financial forecasts, optimize trading P&L, and analyze business performance. Ideal candidates will have 2-6 years of experience and CPA accreditation, contributing to a team-oriented and supportive environment.

Benefits

100% Covered Benefits

401k Match

Qualifications

• 2-6 years of experience in financial roles.
• CPA preferred.

Responsibilities

• Build out the FP&A function at the firm.
• Lead financial forecasts, budgets, and strategic plans.
• Analyze financial performance against key metrics.

Skills

Financial Analysis

Collaboration

Strategic Planning

Education

CPA Certification

Job description

Firm Overview

• Global Investment Management Firm
• Great track record, one of the best in class in financial services
• Lots of room for growth and internal movement within the firm
• 3x a week in New York City
• Team oriented and supportive work environment
• The role is highly visible within the organization and requires working cross functionally in areas including: Portfolio Accounting and Risk Management, Tax, Legal, Compliance, Client Service and the various vendors that provide services.
• 100% Covered Benefits, 401k match

Responsibilities

• Opportunity to help build out the FP&A function at a global multi strategy / multi-manager fund, collaborating across the organization to develop and manage the firm's financial plans, including trading P&L and expense allocations.
• Lead the development of comprehensive financial forecasts, budgets, and strategic financial plans.
• Analyze financial performance against key business metrics.

Requirements

• 2-6 years of experience
• CPA preferred