Financial Planning Analyst

Infojini Inc; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

Infojini Inc. is seeking a Senior Data and Financial Analyst to support strategic investment decisions and organizational planning in a New York City setting.

You will evaluate complex financial datasets, build data-driven models, and deliver automated reporting pipelines using Python, SQL, and advanced analytics techniques. The role requires collaboration with cross-functional teams and a strong grasp of finance, accounting structures, and public sector fringe benefits.

Qualifications

• 5+ years of data and financial analysis experience.
• Experience with forecasting, budgeting and financial modeling.
• Strong SQL/Python skills and ability to build automated reports.

Responsibilities

• Evaluate complex financial datasets and performance metrics for long-term planning.
• Develop data-driven financial models, forecasting tools, and automated reporting pipelines.
• Conduct advanced data analysis to identify trends and generate dashboards and reports.
• Update rate and enrollee data monthly and integrate into forecasting frameworks.
• Identify inefficiencies and propose data-driven improvements to financial planning processes.

Skills

Data analysis

Strategic thinking

Communication

Forecasting

Education

Bachelor's degree in Finance/Accounting/Data Science

Tools

Python

SQL

Excel

PowerPoint

Oracle Financial

Hyperion

Job description

Work Location: 90 Church Street, NY 10007

Duration - Long

Description of Work & Skills Desired:

Overview

Serve as a senior data and financial analyst supporting client's strategic investment and organizational decision making.

• Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
• Perform in-depth analysis on large datasets with the goal of identify trends and offering insights on key drivers of change
• Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
• Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
• Understand Oracle Financial and Hyperion System
• Collaborate with cross functional teams, requiring strong communication skills and proficiency with Excel, PowerPoint, and modern data analysis tools.
• Apply foundational knowledge of fringe benefits (health insurance, pension, welfare, annuity) and their financial impact within the public sector.
• Develop subject matter expertise in key partner organizations such as Government bodies health insurance providers, and collective bargaining unions.

Duties:

• Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
• Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics technique
• Conduct advanced data analysis to identify usage patterns, anomalies, and emerging trends; generate automated reports and dashboards.
• Perform monthly updates of rate and enrollee data, integrating new information into historical trend analyses, predictive cost models, and forecasting frameworks
• Identify operational inefficiencies, propose data driven improvements, and develop innovative analytical solutions to strengthen financial planning processes.
• Understand Financial & Accounting structure and familiar with Labor specifically civil service system. - Understand Oracle Financial and Hyperion System