Financial Planning Analyst

myBridge Corporation; New York, Northern (NY, KY); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

401K

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

myBridge Corporation is seeking an analytical Financial Planning Analyst to support budgeting, forecasting, financial reporting, and business planning activities in our finance team in New York.

You will build financial models, analyze performance, monitor budgets, and prepare reports for management. Strong Excel and Power BI skills, attention to detail, and the ability to translate data into actionable insights are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• MBA, CFA coursework, or financial modeling certification is a plus.

Responsibilities

• Prepare financial forecasts and budgets.
• Develop financial models and reports.
• Analyze revenue and expense trends.
• Prepare monthly financial reporting.
• Analyze financial performance against forecasts.
• Support annual planning processes.
• Conduct variance analysis.
• Provide financial insights to management.
• Maintain financial models and documentation.

Skills

Financial Analysis

Budgeting

Variance Analysis

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field

Tools

Microsoft Excel

Power BI

Job description

401K, Medical Insurance, Dental Insurance, Vision Insurance

Full-Time | On-site

Why work here

Work in a collaborative finance environment where your analysis can directly influence business decisions.

Required Skills

Financial Analysis Budgeting Variance Analysis

Industry: Finance / Financial Planning
Location: New York, New York, USA
Postal Code: 10001
Job Type: Full-Time

Job Description

We are looking for an analytical Financial Planning Analyst to support budgeting, forecasting, financial reporting, and business planning activities. The analyst will work closely with finance teams and business leaders to analyze financial performance and provide insights that support strategic decision-making.

The successful candidate will prepare financial models, analyze business performance, monitor budgets, and develop reports for management. Strong analytical skills and attention to detail are essential.

Key Responsibilities

• Prepare financial forecasts and budgets.
• Develop financial models and reports.
• Analyze revenue and expense trends.
• Prepare monthly financial reporting.
• Analyze financial performance against forecasts.
• Support annual planning processes.
• Conduct variance analysis.
• Provide financial insights to management.
• Maintain financial models and documentation.
• Collaborate with accounting and business teams.

Education

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• MBA, CFA coursework, or financial modeling certification is a plus.

Skills

• Budgeting
• Forecasting
• Variance Analysis
• Microsoft Excel
• Power BI
• Data Analysis
• Reporting
• Business Planning
• Communication
• Attention to Detail

Experience

• 2-5 years of experience in financial analysis, FP&A, accounting, or a related field.

Seattle, Washington, Seattle, Washington, United States