FP&A Analyst: Strategic Finance & Forecasting

Millennium; New York (NY); On-site; USD 80,000 - 105,000; Full time

Job summary

Millennium in New York seeks an FP&A professional with strong analytical skills to develop and improve analytical frameworks for informed decision making.

The role focuses on partnering with business units to build financial models, create dashboards, and support budgeting and forecasting processes across the firm. Candidates should have 2+ years in financial services and advanced Excel/PowerPoint abilities.

Qualifications

• Bachelor’s degree in Accounting or Finance preferred.
• 2+ years of experience in Financial Services.
• Strong Excel and PowerPoint skills; macros and VBA a plus.
• Advanced quantitative and problem solving skills.
• Effective communication, including presenting ideas to small groups.
• Ability to interact with senior management and peers; ownership of work.
• Detail oriented, quick learner and able to thrive under pressure.

Responsibilities

• Develop financial analysis that adds value to decision making and performance.
• Partner with the business in developing financial models and analyses for strategic initiatives, including product expansion economics.
• Participate in team projects with autonomy to innovate and analyze the business.
• Work closely with Finance, Risk, Corporate Strategy and HR on firm-wide initiatives.
• Prepare monthly dashboards for senior management reflecting results and performance.
• Analyze trends in revenue, expenses and KPIs to improve forecasts.
• Contribute to the annual budgeting and forecasting processes with leadership input.

Skills

Advanced Excel

PowerPoint

Macros & VBA

Quantitative problem solving

Education

Bachelor’s Degree in Accounting / Finance or related field

Tools

Excel

PowerPoint

Job description

Millennium in New York seeks an FP&A professional with strong analytical skills to develop and improve analytical frameworks for informed decision making.

The role focuses on partnering with business units to build financial models, create dashboards, and support budgeting and forecasting processes across the firm. Candidates should have 2+ years in financial services and advanced Excel/PowerPoint abilities.