Global FP&A Associate: Finance & Markets Insight

Dynamics Executive Search; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Dynamics Executive Search in New York is seeking an FP&A Associate to support budgeting, forecasting, and management reporting across domestic and international markets within a financial services organization.

You will partner with Finance and business stakeholders from Equities, Fixed Income, Investment Banking, and Asset Management to analyze performance, build financial models, and improve reporting processes.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.

Responsibilities

• Assist with budgets, forecasts, management reporting, and financial performance analyses.
• Review revenue, operating expenses, and cost allocations across business units, regions, and legal entities.
• Investigate financial results, identify material variances, and provide insight into the underlying business drivers.
• Work with Finance and business stakeholders to gather information, resolve reporting issues, and improve understanding of financial performance.
• Evaluate the financial impact of various capital markets and investment products and incorporate relevant considerations into analysis.
• Review intercompany and shared-cost allocations to ensure financial activity is reflected in the appropriate entities and businesses.
• Prepare recurring and ad hoc management reports used to support business planning and decision-making.
• Maintain and utilize financial reporting, consolidation, ERP, and planning platforms, including systems such as OneStream or Hyperion.
• Identify trends and opportunities for improved reporting, forecasting, and financial controls.

Skills

Financial analysis

Excel

Financial modeling

Data analysis

Communication

Budgeting/Forecasting

Attention to detail

Stakeholder management

Education

Bachelor’s degree in Finance, Economics, Accounting, Business, or related discipline

Tools

OneStream

Hyperion

ERP systems

Job description

Dynamics Executive Search in New York is seeking an FP&A Associate to support budgeting, forecasting, and management reporting across domestic and international markets within a financial services organization.

You will partner with Finance and business stakeholders from Equities, Fixed Income, Investment Banking, and Asset Management to analyze performance, build financial models, and improve reporting processes.