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Northbound Executive Search

Financial Planning & Analysis (FP&A)

Northbound Executive Search, New York, New York, us, 10261

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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 have 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 of deal news and information

Assist in preparation of firm-wide strategy decks, earnings packs, and board presentations

Prepare and facilitate all reporting and dashboards

Maintain and create a variety of reports

Assist in development and customization of business management reports

Job Requirements:

Bachelor’s degree (business major preferred from a nationally accredited university)

2-4 years of relevant experience in the professional services industry preferred

Ability to work in a high-pressure environment and quickly adapt to changing business needs

Conscientious and hard-working

Benefits include medical insurance, 401K, and competitive compensation

Additional Information:

Job ID: 8227

Application process includes submitting your first name, last name, email, cell phone, and resume (accepted file types: DOC, DOCX, PDF; max size 10MB)

Application form includes questions about current employment status, legal work authorization in the U.S., and how you heard about us. If referred, please specify who referred you or provide additional details if 'Other' is selected.

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