Senior Financial Analyst, FP&A

Atrium; New York (NY); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Life insurance

Disability coverage

Employee assistance program

Overtime/bonus options

Job summary

Atrium, a leading firm, is seeking a Senior Financial Analyst, FP&A based in New York, NY. The role partners with business leaders to drive planning, budgeting, forecasting, and reporting, delivering insights that inform strategic decisions.

You will build financial models, conduct analysis on revenue, expenses, headcount and margins, and support close processes. The position requires 3–6 years in FP&A and advanced Excel skills.

Qualifications

• 3 to 6 years of progressive Corporate FP&A or Corporate Finance experience.
• Hands-on budgeting, forecasting, P&L analysis, variance analysis, and management reporting.
• Strong understanding of the relationship between the income statement, balance sheet, and cash flow statement.
• Advanced Excel and financial modeling skills.
• Ability to interpret financial data and provide actionable insights.
• Strong communication and stakeholder partnership with finance and non-finance teams.

Responsibilities

• Support and own portions of the annual budget, monthly/quarterly forecasts, and long-range planning process
• Perform detailed P&L and variance analysis, explaining actual results versus budget and forecast
• Analyze key business drivers including revenue, operating expenses, headcount, margins, and profitability
• Build and maintain financial models used for forecasting, scenario analysis, and decision support
• Partner with department heads and business leaders on budgets, forecasts, and financial performance
• Prepare monthly management reporting, KPI packages, and executive-level presentations
• Provide clear commentary on financial results, trends, risks, and opportunities
• Support month-end close from an FP&A perspective, working closely with Accounting to understand actual results
• Assist with headcount planning, departmental expense management, and resource allocation
• Develop ad hoc financial analyses to support strategic and operational decisions

Skills

Budgeting

Forecasting

P&L analysis

Variance analysis

Management reporting

Advanced Excel

Financial modeling

Analytical thinking

Communication skills

Education

Bachelor's degree in Finance/Accounting/Economics

CFA/CPA a plus

Tools

Oracle

SAP

Workday Adaptive Planning

Anaplan

Job description

Atrium is seeking on behalf of our client a Senior Financial Analyst, FP&A based in New York, NY.

A background check may be run only after a conditional offer is made, where permitted by law.

Location: New York, NY

Employment Type: Full-time

Compensation: $100000 - $125000

Position Overview

The Senior Financial Analyst, FP&A will play a key role in supporting corporate financial planning and analysis activities, including budgeting, forecasting, and reporting. This position partners closely with business leaders to provide insights into financial performance and drive informed decision-making. The role requires strong analytical skills, attention to detail, and the ability to communicate effectively across departments. Must be legally authorized to work in the United States.

Responsibilities

• Support and own portions of the annual budget, monthly/quarterly forecasts, and long-range planning process
• Perform detailed P&L and variance analysis, explaining actual results versus budget and forecast
• Analyze key business drivers including revenue, operating expenses, headcount, margins, and profitability
• Build and maintain financial models used for forecasting, scenario analysis, and decision support
• Partner with department heads and business leaders on budgets, forecasts, and financial performance
• Prepare monthly management reporting, KPI packages, and executive-level presentations
• Provide clear commentary on financial results, trends, risks, and opportunities
• Support month-end close from an FP&A perspective, working closely with Accounting to understand actual results
• Assist with headcount planning, departmental expense management, and resource allocation
• Develop ad hoc financial analyses to support strategic and operational decisions

Required Experience/Skills

• 3 to 6 years of progressive Corporate FP&A or Corporate Finance experience
• Hands-on experience with budgeting, forecasting, P&L analysis, variance analysis, and management reporting
• Strong understanding of the relationship between the income statement, balance sheet, and cash flow statement
• Advanced Excel and financial modeling skills
• Ability to interpret financial data and provide actionable insights
• Strong communication skills and experience partnering with both finance and non-finance stakeholders

Preferred Experience/Skills

• Experience with ERP/planning platforms such as Oracle, SAP, Workday Adaptive Planning, or Anaplan
• Familiarity with financial reporting tools and dashboard creation
• Exposure to KPI development and executive-level reporting
• Ability to manage multiple priorities in a fast-paced environment
• Strong problem-solving and analytical thinking skills

Education Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related business discipline
• Coursework in financial modeling and corporate finance preferred
• Advanced degree or professional certification (e.g., CFA, CPA) is a plus

If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable.

Commitment to Diversity

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.

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