Financial Planning & Reporting Analyst

Phyton Talent Advisors; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A Global Financial Services Firm located in New York, NY is seeking a Financial Planning & Reporting Analyst. The successful candidate will support automation initiatives, assist in revenue forecasting, and partner with finance teams to enhance processes. Requirements include a Bachelor's degree in Finance or Accounting, strong analytical and communication skills, and experience in Excel and Power BI. This role offers a dynamic environment with opportunities for process improvement and financial analyses.

Qualifications

• Strong organizational, communication, and interpersonal skills.
• Experience creating and maintaining process documentation.
• Advanced proficiency in Microsoft Excel and PowerPoint; Power BI experience preferred.
• Familiarity with financial systems such as TM1 is a plus.
• High attention to detail with strong accuracy and deadline management.
• Strong analytical, problem-solving, and critical thinking skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Working knowledge of private alternative investment structures preferred.

Responsibilities

• Support automation initiatives and process improvement across finance and reporting functions.
• Assist with calculation and delivery of firm equity and carried interest estimates.
• Monitor and forecast quarterly investment-related revenue.
• Produce quarterly revenue and balance sheet forecasts.
• Partner with cross-functional finance teams to enhance financial processes.
• Contribute to ad hoc financial analyses and reporting requests.

Skills

Strong organizational skills

Communication skills

Interpersonal skills

Advanced proficiency in Microsoft Excel

Problem-solving skills

Critical thinking skills

Attention to detail

Ability to manage multiple priorities

Education

Bachelor’s degree in Finance, Accounting, or a related field

Tools

Microsoft Excel

PowerPoint

Power BI

TM1

Job description

Our Client, a Global Financial Services Firm, is seeking a Financial Planning & Reporting Analyst in their New York, NY location.

Responsibilities

• Support automation initiatives and process improvement efforts across finance and reporting functions
• Assist with the calculation and delivery of firm equity and carried interest estimates to the firm’s General Ledger
• Monitor and forecast quarterly investment-related revenue, including public market pricing, FX impacts, and private valuation estimates
• Produce quarterly PPNR revenue and balance sheet forecasts, including assumption gathering, data validation, and model output review across revenue streams and expenses
• Partner with cross-functional finance teams to enhance financial processes, systems, and internal controls
• Contribute to ad hoc financial analyses, reporting requests, and strategic initiatives as business needs arise

Required

• Strong organizational, communication, and interpersonal skills
• Experience creating, improving, and maintaining process documentation
• Advanced proficiency in Microsoft Excel and PowerPoint; Power BI experience preferred
• Familiarity with financial systems such as TM1 is a plus
• High attention to detail with strong accuracy and deadline management
• Strong analytical, problem-solving, and critical thinking skills
• Ability to manage multiple priorities in a fast-paced environment
• Working knowledge of private alternative investment structures (Private Equity, Real Estate, Credit) preferred
• Bachelor’s degree in Finance, Accounting, or a related field preferred