Senior FP&A Analyst - Strategic Budgeting & Forecasting (NY)

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, 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.