
Financial Planning & Analysis (FP&A)
Northbound Executive Search, New York, NY, United States
Our client, a multi-faceted financial services firm, is looking for a Financial Planning & Analysis (FP&A) Analyst 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 and Microsoft PowerPoint. The ideal candidate will come with 1-4 years’ experience working with expense-based data analysis, strong Excel and PowerPoint skills, and a good understanding of FP&A.
Job Responsibilities
Participate in quarterly and annual revenue update and forecasting process
Prepare revenue reports and perform analysis of latest forecast and estimates
Attend weekly business review calls and stay abreast on deal news and information
Assist in preparation of firm wide strategy decks, earnings packs, and board presentations
Prepares and facilitates all reporting and dashboards
Perform maintenance and creation of a variety of reports
Assist in development and customization of business management reports
Job Requirements
Bachelor’s degree (business major preferred from nationally accredited university)
2-4 years of relevant experience in the professional services industry preferred
Ability to work in high pressure environment and quickly adapt to changing business need
Conscientious and hard working
Benefits include medical insurance, 401K and competitive compensation
Compensation
$75,000 – $90,000
Job ID
8227
#J-18808-Ljbffr
Job Responsibilities
Participate in quarterly and annual revenue update and forecasting process
Prepare revenue reports and perform analysis of latest forecast and estimates
Attend weekly business review calls and stay abreast on deal news and information
Assist in preparation of firm wide strategy decks, earnings packs, and board presentations
Prepares and facilitates all reporting and dashboards
Perform maintenance and creation of a variety of reports
Assist in development and customization of business management reports
Job Requirements
Bachelor’s degree (business major preferred from nationally accredited university)
2-4 years of relevant experience in the professional services industry preferred
Ability to work in high pressure environment and quickly adapt to changing business need
Conscientious and hard working
Benefits include medical insurance, 401K and competitive compensation
Compensation
$75,000 – $90,000
Job ID
8227
#J-18808-Ljbffr