Financial Planning & Analysis
Northbound Executive Search, New York, NY, United States
A multi-faceted financial services firm is looking for a Financial Planning and Analysis (FP&A) Associate to join their advisory team! This is a very exciting role that will require an experienced analyst to prepare, review, and analyze expense and budgeting data and present in Excel/Microsoft PowerPoint. The ideal candidate will come with 5+ years of experience working with expense-based data analysis, strong Excel and PowerPoint skills, and a good understanding of FP&A.
Job Responsibilities
Assist in the annual budget process
Data/input collection, upload to the internal system, and validation of all uploads
Assist in monthly expense reporting and working with teams to ensure a thorough understanding of spending including transaction detail and identifying miscoded entries.
Support other Financial Planning and Analysis team members in developing, building, maintaining and improving models to support the budget process.
Collaborate with IT and finance to continue development of automated management reporting
Assist with ad‑hoc requests for data and/or analysis as needed
Job Requirements
Bachelor’s Degree in Accounting or Finance
Very strong Microsoft Excel and PowerPoint skills
Strong communication and interpersonal skills
Ability to work flexible hours
Compensation
$90,000 – $110,000
Job ID: 8226
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Job Responsibilities
Assist in the annual budget process
Data/input collection, upload to the internal system, and validation of all uploads
Assist in monthly expense reporting and working with teams to ensure a thorough understanding of spending including transaction detail and identifying miscoded entries.
Support other Financial Planning and Analysis team members in developing, building, maintaining and improving models to support the budget process.
Collaborate with IT and finance to continue development of automated management reporting
Assist with ad‑hoc requests for data and/or analysis as needed
Job Requirements
Bachelor’s Degree in Accounting or Finance
Very strong Microsoft Excel and PowerPoint skills
Strong communication and interpersonal skills
Ability to work flexible hours
Compensation
$90,000 – $110,000
Job ID: 8226
#J-18808-Ljbffr