Financial Planning and Analysis

Overview

• Join a dynamic FP&A team focusing on technology within a leading financial institution.
• Collaborate with seasoned professionals to analyze financial results and provide strategic insights.
• Contribute to management reporting and decision-making processes for executive leadership.
• Engage in creating management information to understand revenue performance and expense trends.
• Work in a hybrid environment with 50% in-office schedule in NYC.
• Benefit from an incredible package including 30+ PTO days and bonus potential.
• Opportunity to develop presentation skills and business writing expertise.
• Play a leadership role in driving strategic initiatives within the corporate FP&A team.

Key Responsibilities & Duties

• Analyze financial data to provide insights into revenue and expense trends.
• Develop management reports to aid executive decision-making processes.
• Collaborate with corporate and business functions to inform business strategies.
• Create presentations and business documents to communicate financial insights effectively.
• Ensure accuracy and attention to detail in all financial analysis and reporting.
• Support strategic initiatives within the FP&A team to enhance organizational performance.
• Work closely with technology finance teams to align financial planning with IT objectives.
• Engage in intellectual curiosity to explore innovative solutions for financial challenges.

Job Requirements

• Bachelor of Science (BS) degree in finance, accounting, or related field.
• Minimum 3 years of experience in FP&A, preferably within financial services or IT finance.
• Preferred 6 years of experience in FP&A roles with strong analytical skills.
• Proficiency in financial data analysis and business writing.
• Experience in presentation development and communicating complex financial information.
• Ability to work in a hybrid environment with 50% in-office schedule in NYC.
• Strong attention to detail and focus on accuracy in financial reporting.
• Excellent benefits package including 30+ PTO days and bonus potential.