Financial Planning and Analysis Manager

Atlas Search; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Atlas Search is seeking an experienced FP&A Manager in New York to own planning and performance analysis for a major business line. The role focuses on budgeting, forecasting, and delivering actionable insights to senior leadership.

Responsibilities include building KPI dashboards, analyzing variances, optimizing operating expenses, and leading automation initiatives across reporting and data. Mentoring a finance team member is also expected.

Qualifications

• 10+ years in FP&A, management reporting or corporate finance, ideally within financial or professional services.
• Bachelor's in accounting, economics, finance or a similar discipline.
• Sound accounting knowledge; controllership or close experience helps.
• Hands-on experience automating reporting or implementing finance systems.
• Advanced Excel and modeling, with strong PowerPoint skills.
• Strong communication skills, written and spoken.
• Ability to mentor and lead others.
• Familiarity with BI or data-prep tools is helpful.

Responsibilities

• Run budgeting and forecasting alongside regional finance partners and business leaders.
• Build models and dashboards that track KPIs and turn results into practical insight for senior management.
• Explain variances and check results, drawing on your accounting knowledge.
• Analyze operating expenses each month, identify cost drivers and suggest savings.
• Lead transformation and automation work across reporting, forecasting and data.
• Prepare ad hoc analysis and presentations for senior leadership.
• Manage and develop a member of the finance team.

Skills

Communication skills

Leadership / mentoring

Advanced Excel

Financial modeling

PowerPoint

Education

Bachelor's in accounting/economics/finance

Tools

BI tools

Data preparation tools

Finance systems

Job description

FP&A Manager New York, NY - 3 days in office

A financial services firm in New York is seeking an FP&A Manager to own planning and performance analysis for one of its business lines.

Responsibilities

• Run budgeting and forecasting alongside regional finance partners and business leaders.
• Build models and dashboards that track KPIs and turn results into practical insight for senior management.
• Explain variances and check results, drawing on your accounting knowledge.
• Analyze operating expenses each month, identify cost drivers and suggest savings.
• Lead transformation and automation work across reporting, forecasting and data.
• Prepare ad hoc analysis and presentations for senior leadership.
• Manage and develop a member of the finance team.

Requirements

• 10+ years in FP&A, management reporting or corporate finance, ideally within financial or professional services.
• Bachelor's in accounting, economics, finance or a similar discipline.
• Sound accounting knowledge; controllership or close experience helps.
• Hands-on experience automating reporting or implementing finance systems.
• Advanced Excel and modeling, with strong PowerPoint skills.
• Strong communication skills, written and spoken.
• Ability to mentor and lead others.
• Familiarity with BI or data-prep tools is helpful.