Senior Analyst, Financial Planning & Analysis

Industrial Asset Management Council, Inc; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

An established industry player is seeking a Senior Analyst in Financial Planning & Analysis to enhance financial and operational insights. This role involves collaborating with key partners to align financial reporting with corporate strategies, refining forecasting processes, and utilizing advanced data analytics to drive efficiency. The ideal candidate will possess strong analytical and communication skills, with a proven track record in finance or accounting. Join a dynamic team where your contributions will significantly impact strategic planning and operational excellence in a fast-paced environment.

Qualifications

• 2-5+ years of finance and/or accounting experience required.
• Excellent communication and analytical skills are essential.
• Ability to work with cross-functional teams and meet tight deadlines.

Responsibilities

• Work with key partners on financial and operational reporting.
• Develop annual plans and monthly forecasts aligned with corporate guidelines.
• Refine forecasting processes and develop analytics for functional efficiency.

Skills

Finance experience

Accounting experience

Communication skills

Analytical skills

Interpersonal skills

Organizational skills

Problem-solving skills

Excel proficiency

Real estate knowledge

Ability to work with ambiguity

Education

Bachelor's Degree in business

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Tools

PowerBI

ESSBASE

Google LOOKER

Cognos

Tableau

Excel

Power Point

Job description

The Senior Analyst, Financial Planning & Analysis will participate heavily in financial and operational analysis, related guidance, communicating process and guidance to teams in the field, and reporting on results to field teams and senior management.

RESPONSIBILITIES:

• Responsible for working closely with key partners on financial and operating reporting to align financial area with corporate planning.

• Work closely with the key partners to develop the annual plan and monthly forecasts in line with corporate planning & forecasting guidelines.

• Refine existing forecasting processes and models

• Develop analytics and other ad hoc reporting that provide important insights to the efficiency of functional areas and spend.

• Understand and master a multitude of financial systems and processes to provide support and training as needed

• Analyze the existing processes, tools and deliverables for effectiveness and ease of use

• Utilize data for annual budgeting, monthly forecasting, and quarter end close

• Adjust and manipulate current PowerBI models for short term needs

QUALIFICATIONS:

• 2-5+ years of demonstrated Finance and/or Accounting experience

• Bachelor's Degree in business, Accounting, or Finance required

• Possess excellent communication, interpersonal, analytical/problem-solving skills

• Ability to work with cross-functional teams across many levels of management.

• Ability to meet tight deadlines demonstrating organizational skills and attention to detail.

• The ideal candidate is highly motivated and a strategic problem solver with the ability to see the big picture while working with ambiguity and uncertainty.

• Advanced proficiency in Excel

• Real estate background a plus

• Basic proficiency in Power Point

• Experience with data extraction tools such as ESSBASE or Google LOOKER

• Experience with data visualization tools such as PowerBI, Cognos, Tableau or similar