Senior Financial Analyst, FP&A

CohnReznick; New York (NY); On-site; USD 130,000 - 179,000; Full time

Job summary

CohnReznick is hiring a Senior Financial Analyst, FP&A to join our corporate Finance leadership team in New York. You will consolidate forecasts, explain budget variances, and support board packs and planning tools.

You will help drive annual budgets, reforecasts, and AI-enabled insights, with in-person collaboration in New York or Parsippany, NJ. Strong Excel, financial acumen, and communication skills are essential.

Qualifications

• 4 to 5 years of total experience in FP&A, corporate finance, or Big 4 audit or transaction services; investment banking experience a plus.
• Experience at a private equity-backed company a plus; experience with professional services metrics (utilization, realization, and WIP) a plus.
• Advanced Excel and knowledge of the three financial statements; Adaptive or similar planning tool a plus; data visualization or automation tools (Power BI, Tableau, Python) a plus.
• Strong attention to detail; able to meet monthly cycle deadlines.
• Clear writing and speaking; able to explain numbers to non-finance leaders; discreet with confidential information.
• Comfortable using AI tools to reduce manual work and improve analysis.
• Willing to be in person for team meetings in New York or Parsippany, NJ.
• Bachelor's degree in finance, accounting, economics, or related field.

Responsibilities

• Consolidate forecast and actuals into one set of numbers each month.
• Explain variances to budget and forecast by driver.
• Support the board pack build: tables, charts, reconciliations, and tie-outs to the close.
• Maintain and improve planning templates and reports in Adaptive, collaborating with planning systems team.
• Support annual budget and periodic reforecasts; assist with partner inputs and forecast quality checks.
• Reduce manual data preparation and reconciliation through better templates, automation, and reporting tools.
• Build ad hoc analysis for the CFO and Senior leadership as directed by FP&A lead.

Skills

Advanced Excel

Financial statements knowledge

Data visualization

Python

Tableau

Power BI

Attention to detail

Education

Bachelor's degree in finance, accounting, economics, or related field

Tools

Adaptive planning tool

Job description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Senior Financial Analyst, FP&A to join our corporate Finance leadership team.

WHY COHNREZNICK?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.

We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities include but not limited to:

• Consolidate the forecast and actuals into one set of numbers each month.
• Explain variances to budget and forecast by driver, not only by line item.
• Support the board pack build: tables, charts, reconciliations, and tie-outs to the close.
• Maintain and improve planning templates and reports in Adaptive, working with the planning systems team.
• Support the annual budget and periodic reforecasts, including the cycle in which partners enter their inputs, and help improve forecast quality by checking inputs and flagging assumptions that look off.
• Reduce manual data preparation and reconciliation over time through better templates, automation, and reporting tools.
• Build ad hoc analysis for the CFO; the Managing Director, Strategic Finance; and practice leadership, at the direction of the FP&A lead.

YOUR EXPERIENCE.

The successful candidate will have:

• 4 to 5 years of total experience in FP&A, corporate finance, or Big 4 audit or transaction services; investment banking experience a plus.
• Experience at a private equity-backed company a plus; experience with professional services metrics (for example, utilization, realization, and WIP) a plus.
• Advanced Excel and a working knowledge of the three financial statements; Adaptive or a similar planning tool a plus; data visualization or automation tools (for example, Power BI, Tableau, or Python) a plus.
• Strong attention to detail; comfortable owning deadlines in a monthly cycle.
• Clear writing and speaking; able to explain numbers to non-finance leaders; discreet with confidential information.
• Comfortable using AI tools in day-to-day work, and curious about applying them to reduce manual work and improve analysis.
• Willing, and ideally eager, to be in person when it adds value, including team meetings in New York or Parsippany, NJ.
• Bachelor's degree in finance, accounting, economics, or a related field.

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

InNew York, the salary range for a Senior Financial Analyst, FP&Ais $130,000 to $179,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few.

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail]. Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.