Training The Street
Financial Planning & Analysis (FP&A) Lead
Financial Planning & Analysis (FP&A) Lead
2 days ago Be among the first 25 applicants About Training The Street
Training The Street (TTS) is a premier global financial training firm dedicated to developing financial professionals across institutions worldwide. Our specialized programs equip participants with essential skills in financial modeling, valuation, M&A, and other critical financial competencies. With a global presence and reputation for excellence, TTS is trusted by top financial institutions, universities, and corporations to deliver high-quality training that bridges theoretical knowledge with practical application. Location:
New York or Charlotte, Hybrid
Employment Type:
Full-Time
Reports To:
Chief Financial Officer
About Training The Street
Training The Street (TTS) is a premier global financial training firm dedicated to developing financial professionals across institutions worldwide. Our specialized programs equip participants with essential skills in financial modeling, valuation, M&A, and other critical financial competencies. With a global presence and reputation for excellence, TTS is trusted by top financial institutions, universities, and corporations to deliver high-quality training that bridges theoretical knowledge with practical application.
Role Overview
We are seeking an experienced Lead Financial Planning & Analysis (FP&A) professional to join our finance team. This critical role reports directly to the CFO and serves as a key strategic partner to the executive leadership team. As a solo contributor with significant visibility, you will drive financial forecasting, cash management, and various strategic initiatives while serving as an essential connector between business units and the finance/accounting functions.
Key Responsibilities
Financial Planning & Analysis
Lead the company's forecasting processes, including annual budgeting, quarterly reforecasts, and long-range planning Develop and maintain complex financial models to evaluate business performance, forecast outcomes, and support strategic decision-making Create insightful management reporting packages and KPI dashboards for executive and board level leadership Analyze financial results, identify trends, opportunities, and risks, and communicate findings to stakeholders
Treasury & Cash Management
Oversee cash flow forecasting and management to ensure optimal liquidity Partner with accounting to maintain accurate cash position reporting Recommend and implement strategies to optimize working capital Support debt management activities and banking relationships
Strategic Business Partnership
Serve as a trusted financial advisor to C-suite executives and department heads Lead cross-functional strategic initiatives that drive business growth and operational efficiency Translate financial data into actionable business insights for non-financial stakeholders Collaborate with business units to develop financial strategies aligned with organizational goals
Operational Excellence
Drive process improvements within the finance function Support the CFO and leadership with special projects including finance initiatives, operational improvements, and any potential M&A activities Participate in system implementations and enhancements to improve financial reporting capabilities Develop financial policies and procedures to ensure best practices
Requirements
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field 4+ years of progressive finance experience Exceptional financial modeling and analysis skills with advanced Excel proficiency Strong understanding of financial statements and accounting principles Excellent communication skills with the ability to present complex financial information to various audiences Proven ability to collaborate effectively across departments and influence decision-making Demonstrated strategic thinking and problem-solving capabilities
Personal Attributes
Strong business acumen and commercial awareness Exceptional attention to detail while maintaining strategic perspective Self-motivated with the ability to work independently and prioritize effectively Adaptable to changing priorities in a dynamic environment Collaborative mindset with excellent interpersonal skills High ethical standards and integrity
Benefits
What We Offer
Competitive salary and bonus compensation Comprehensive benefits package including but not limited to: comprehensive health insurance, HSA, Dental/ Vision insurance, short/long term disability, life insurance, 401k and parking/ transit reimbursement (NY & NJ candidates only) Opportunity to directly impact strategic decision-making at a global company Professional development opportunities
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Analyst Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Training The Street by 2x Get notified about new Financial Planning Analyst jobs in
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Financial Planning & Analysis (FP&A) Lead
2 days ago Be among the first 25 applicants About Training The Street
Training The Street (TTS) is a premier global financial training firm dedicated to developing financial professionals across institutions worldwide. Our specialized programs equip participants with essential skills in financial modeling, valuation, M&A, and other critical financial competencies. With a global presence and reputation for excellence, TTS is trusted by top financial institutions, universities, and corporations to deliver high-quality training that bridges theoretical knowledge with practical application. Location:
New York or Charlotte, Hybrid
Employment Type:
Full-Time
Reports To:
Chief Financial Officer
About Training The Street
Training The Street (TTS) is a premier global financial training firm dedicated to developing financial professionals across institutions worldwide. Our specialized programs equip participants with essential skills in financial modeling, valuation, M&A, and other critical financial competencies. With a global presence and reputation for excellence, TTS is trusted by top financial institutions, universities, and corporations to deliver high-quality training that bridges theoretical knowledge with practical application.
Role Overview
We are seeking an experienced Lead Financial Planning & Analysis (FP&A) professional to join our finance team. This critical role reports directly to the CFO and serves as a key strategic partner to the executive leadership team. As a solo contributor with significant visibility, you will drive financial forecasting, cash management, and various strategic initiatives while serving as an essential connector between business units and the finance/accounting functions.
Key Responsibilities
Financial Planning & Analysis
Lead the company's forecasting processes, including annual budgeting, quarterly reforecasts, and long-range planning Develop and maintain complex financial models to evaluate business performance, forecast outcomes, and support strategic decision-making Create insightful management reporting packages and KPI dashboards for executive and board level leadership Analyze financial results, identify trends, opportunities, and risks, and communicate findings to stakeholders
Treasury & Cash Management
Oversee cash flow forecasting and management to ensure optimal liquidity Partner with accounting to maintain accurate cash position reporting Recommend and implement strategies to optimize working capital Support debt management activities and banking relationships
Strategic Business Partnership
Serve as a trusted financial advisor to C-suite executives and department heads Lead cross-functional strategic initiatives that drive business growth and operational efficiency Translate financial data into actionable business insights for non-financial stakeholders Collaborate with business units to develop financial strategies aligned with organizational goals
Operational Excellence
Drive process improvements within the finance function Support the CFO and leadership with special projects including finance initiatives, operational improvements, and any potential M&A activities Participate in system implementations and enhancements to improve financial reporting capabilities Develop financial policies and procedures to ensure best practices
Requirements
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field 4+ years of progressive finance experience Exceptional financial modeling and analysis skills with advanced Excel proficiency Strong understanding of financial statements and accounting principles Excellent communication skills with the ability to present complex financial information to various audiences Proven ability to collaborate effectively across departments and influence decision-making Demonstrated strategic thinking and problem-solving capabilities
Personal Attributes
Strong business acumen and commercial awareness Exceptional attention to detail while maintaining strategic perspective Self-motivated with the ability to work independently and prioritize effectively Adaptable to changing priorities in a dynamic environment Collaborative mindset with excellent interpersonal skills High ethical standards and integrity
Benefits
What We Offer
Competitive salary and bonus compensation Comprehensive benefits package including but not limited to: comprehensive health insurance, HSA, Dental/ Vision insurance, short/long term disability, life insurance, 401k and parking/ transit reimbursement (NY & NJ candidates only) Opportunity to directly impact strategic decision-making at a global company Professional development opportunities
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Analyst Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Training The Street by 2x Get notified about new Financial Planning Analyst jobs in
New York, NY . Financial Planning and Analysis Associate
Fundamental Equity Analyst - (Financials, Industrials or Tech)
New York, NY $150,000.00-$220,000.00 2 weeks ago Portfolio Analyst, Sponsor and Specialty Finance, General Industries
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New York, NY $80,000.00-$90,000.00 5 days ago Senior Analyst – Corporate Restructuring
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New York City Metropolitan Area 4 days ago Corporate Banking Analyst - Diversified Industrials - Sponsor, Growth and Middle-Market Relationship Management
Roseland, NJ $57,100.00-$116,100.00 2 weeks ago CMBS and Real Estate Finance - Spread Products Banking Analyst - C11 - NEW YORK
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New York, NY $169,000.00-$241,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr