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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

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