Senior Financial Planning Analyst

MW Partners; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

MW Partners is seeking an experienced FP&A professional in New York to lead budgeting, forecasting, and long-range planning. You will build financial models, perform variance analysis, and partner with HR and department leaders on workforce planning and staffing decisions.

The role involves coordinating annual capital planning, tracking capital spending, and delivering executive dashboards. Strong Excel/PowerPoint skills and hands-on Oracle Fusion ERP/SmartView experience are required.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4–5+ years in FP&A, corporate finance, or financial analysis.
• Strong budgeting, forecasting, modeling, variance analysis, and P&L management.
• Experience supporting workforce planning and headcount management.
• Advanced Excel and PowerPoint skills.
• Hands-on ERP experience (Oracle Fusion preferred; others okay: Hyperion, SAP).

Responsibilities

• Support monthly forecasts, annual budgets, and long-range planning activities.
• Manage departmental P&Ls and perform variance analysis to identify risks and opportunities.
• Develop financial models, scenario analyses, and business cases for decision-making.
• Maintain workforce planning models including headcount forecasts, hiring assumptions, vacancy tracking, and labor cost forecasting.
• Partner with HR and department leaders on staffing plans and workforce financial analysis.
• Analyze operating expenses including overtime, freelance labor, and cost efficiencies.
• Forecast cloud computing costs and other major OPEX for trends and risks.
• Coordinate the annual capital planning process from submissions to forecasting.
• Track capital spending vs. budget and forecast; provide variance reporting.
• Monitor financial performance of capital investments and large OPEX; recommend actions.
• Track, forecast, and analyze licensing revenue and other streams.
• Prepare exec dashboards and management reporting; support month-end close with accruals and journals.
• Utilize Oracle Fusion ERP and SmartView for forecasts and reporting.
• Collaborate across Accounting, HR, Operations, Production and others to improve visibility.
• Identify opportunities to streamline reporting and automate processes.
• Forecast Free Cash Flow and Weekly Cash Flow to support quarterly needs.

Skills

Budgeting & forecasting

Variance analysis

Financial modeling

Excel & PowerPoint

Communication & problem-solving

Independent multitasking

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Oracle Fusion ERP

SmartView

Hyperion

SAP

Power BI/Tableau

Job description

• Support monthly forecasts, annual budgets, and long-range planning activities.
• Manage departmental P&Ls and perform variance analysis to identify risks and opportunities.
• Develop financial models, scenario analyses, and business cases to support operational and strategic decision‑making.
• Maintain workforce planning models, including headcount forecasts, hiring assumptions, vacancy tracking, and labor cost forecasting.
• Partner with HR and department leaders on staffing plans, organizational changes, and workforce-related financial analysis.
• Analyze overtime, freelance labor, and other operating expenses to identify cost efficiencies and support resource planning.
• Manage and forecast cloud computing costs and other major operating expenses, identifying trends, risks, and cost management opportunities.
• Coordinate the annual capital planning process, including project submissions, budget preparation, forecasting, and long-range planning activities.
• Track capital spending against budget and forecast and provide variance analysis and reporting.
• Monitor the financial performance of capital investments and large OPEX initiatives against budget and forecast, identify risks and opportunities, and provide recommendations to leadership to support effective resource allocation and cost management.
• Track, forecast, and analyze licensing revenue and other assigned revenue streams.
• Prepare executive presentations, dashboards, management reporting packages, and ad hoc analyses for Finance and operational leadership.
• Utilize Oracle Fusion ERP and SmartView to prepare forecasts, reporting, analyses, and management presentations.
• Support month-end close activities, including accruals, journal entries, account analysis, and variance reporting.
• Partner with Accounting, HR, Operations, Production, and cross-functional teams to improve financial visibility, reporting accuracy, and business performance.
• Identify opportunities to streamline reporting, automate processes, and improve financial planning and reporting efficiency.
• Free Cash Flow (cash flow forecasting to evaluate a full-year review in comparison to other parameters) and Weekly Cash Flow Forecast (actual cash needed as per the quarterly fulfillment needs)

Requirements:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4-5+ years of FP&A, corporate finance, or financial analysis experience.
• Strong experience with budgeting, forecasting, financial modeling, variance analysis, and departmental P&L management.
• Experience supporting workforce planning and headcount management.
• Advanced Excel and PowerPoint skills.
• Hands‑on experience with Oracle Fusion ERP and SmartView is preferred; however will consider other ERPs such as Hyperion or SAP
• Strong analytical, communication, and problem‑solving skills.
• Ability to manage multiple priorities and work independently in a fast‑paced environment.

Nice to Have:

• Experience with capital planning, project financial management, and large OPEX initiatives.
• Experience tracking revenue and profitability metrics.
• Experience managing cloud computing and technology‑related operating expenses.
• Experience with Power BI, Tableau, Hyperion, Anaplan, or similar reporting and planning tools.
• Experience in media, production, live events, or other operationally intensive environments.