FP&A Analyst

Mission Staffing; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Mission Staffing is looking for a Financial Planning & Analysis Associate in New York to support strategic initiatives through financial modeling and data analytics. This role will work at the intersection of finance and technology, collaborating with key stakeholders.

Responsibilities include budgeting, forecasting, and enhancing reporting infrastructure with SQL tools. Candidates should have strong communication skills and 1+ years of relevant experience.

Qualifications

• 1+ years of relevant professional experience.
• Strong communication and presentation skills.
• Proficient in SQL with a focus on data management.

Responsibilities

• Support annual budgeting and financial reporting processes.
• Develop and maintain financial models and dashboards.
• Analyze business performance for strategic decision-making.

Skills

Financial analysis and reporting

SQL

Communication skills

Project management

AI-assisted development tools

Data management

Tools

Python

dbt

Git

Business intelligence platforms

Job description

An innovative investment management firm is seeking a Financial Planning & Analysis Associate to support strategic initiatives through financial modeling, data analytics, and reporting. This role offers the opportunity to work at the intersection of finance, technology, and business intelligence while partnering with key stakeholders across the organization.

Company Information:

A leading technology-driven investment management firm with a highly data-focused approach to financial markets and business strategy.

Job Description:

• Support annual budgeting, forecasting, and monthly financial reporting processes across business units
• Develop and maintain financial models, dashboards, and management reporting tools
• Analyze business performance and evaluate financial scenarios to support strategic decision-making
• Assist with expense allocation and cost reporting initiatives
• Enhance reporting infrastructure through SQL-based data modeling and workflow automation
• Partner with technology teams to source, validate, and improve financial data
• Maintain data governance standards to ensure accuracy and consistency in reporting
• Utilize AI-enabled tools to streamline reporting and analytics processes

Requirements / Qualifications:

• 1+ years of relevant professional experience
• Strong communication and presentation skills
• Demonstrated project management and collaboration abilities
• Required experience using AI-assisted development tools to improve reporting and business processes
• Strong SQL experience required
• Experience with financial analysis, reporting, and data management
• Exposure to Python, dbt, Git, or similar tools preferred
• Experience with business intelligence and dashboarding platforms preferred
• Front-end development experience is a plus