Overview

Job Location:
New York

We are passionate about our business and our culture, and are seeking individuals with that same drive.

Overview:

The FP&A Analyst plays a critical role in supporting the financial planning, budgeting, forecasting, and spend analysis activities of the firm. The role involves working closely with senior management and various departments to ensure accurate financial data is provided for decision-making. The ideal candidate will have strong analytical skills and experience with data transformation.

Key Responsibilities:

Assist in the preparation and maintenance of annual expense budgets and quarterly forecasts

Collaborate with Management & Ops departments to ensure alignment with financial goals and objectives

Develop and update financial models to support budgeting and forecasting activities

Assist in cash flow forecasting

Ad-hoc analysis and reporting

Conduct variance analysis to identify trends, opportunities, and risks

Prepare detailed monthly, quarterly, and annual reports and presentations

Provide insights into firmwide spend and recommend corrective actions or improvements

Collaborate with the accounting team to ensure accurate reporting and alignment of financial data

Identify opportunities to enhance financial reporting processes and systems

Present findings and analysis in a clear and concise manner

Qualifications & Skills:

Bachelor’s degree in Finance, Data Science, or a related field

1-4 years of relevant experience in FP&A, Data Analytics, or similar field

Experience in financial modeling and forecasting in a banking or financial services environment is highly desirable

Advanced proficiency in Microsoft Excel (data transformation, pivot tables, advanced formulas, macros, Power Query)

Proficient in other MS Office products (Word, PowerPoint, etc.)

Knowledge of Workday Financials is a plus

Strong understanding of financial statements and accounting principles

Strong quantitative and qualitative analytical abilities

Detail-oriented with an ability to synthesize complex data into actionable insights

Excellent verbal and written communication skills, with the ability to present complex financial information clearly to stakeholders

Strong interpersonal skills and the ability to collaborate across various departments and functions

Ability to work under pressure and manage tight deadlines in a fast-paced environment

Proactive, self-starter with the ability to work independently and as part of a team

Strong problem-solving abilities and a high level of integrity

Expected Salary Range: $75,000 – $80,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.