Hybrid FP&A Analyst: Forecasting, Analytics & Dashboards

Outten & Golden LLP; New York (NY); On-site; USD 66,000 - 73,000; Full time

Benefits offered by this job

Healthcare benefits

Job summary

Outten & Golden LLP is seeking a Financial Planning & Analysis Analyst to join the Firm's Finance team, reporting to the FP&A Manager and collaborating with the CFO and Director of Finance to support planning, reporting, budgeting, and forecasting.

The role emphasizes strong analytical skills and cross-functional collaboration, with opportunities to implement process improvements using Excel, Power BI, SQL, and related tools.

Qualifications

• Bachelor's degree in accounting, finance, economics, or related field with 3+ years of relevant experience.
• Advanced Excel skills including PivotTables, lookups, reconciliations, large datasets, and Power Query.
• Experience with Power BI, SharePoint, SQL-based reporting, and financial management systems.
• Analytical, eager to learn new technologies, capable of understanding complex business models, and able to build strong relationships with business partners and stakeholders.
• Strong communication, confidentiality, and attention to detail.

Responsibilities

• Maintain reports and analyze financial data to identify trends and variances.
• Support revenue forecasting, budgeting, and planning with variance analysis.
• Prepare recurring financial reports and dashboards for leadership using Excel/Power BI/SQL.
• Review matter setup and assist with financial close and year-end audits.
• Collaborate with Billing, Accounting, and other Finance teams to improve reporting.

Skills

Excel (PivotTables)

Power BI

SharePoint

SQL-based reporting

Analytical

Education

Bachelor's degree in Accounting/Finance/Economics

Tools

Power BI

SharePoint

SQL-based reporting

Job description

Outten & Golden LLP is seeking a Financial Planning & Analysis Analyst to join the Firm's Finance team, reporting to the FP&A Manager and collaborating with the CFO and Director of Finance to support planning, reporting, budgeting, and forecasting.

The role emphasizes strong analytical skills and cross-functional collaboration, with opportunities to implement process improvements using Excel, Power BI, SQL, and related tools.