Financial Planning Analyst

New York, New York • $85,000 - $95,000

About the Company:

Our client, a publicly-traded and globally recognized investment firm, is looking to hire a Financial, Planning & Analysis candidate within their Corporate FP&A team.


  • As an Analyst in the Corporate FP&A team, you will work closely with the finance teams throughout the organization and assist the FP&A team in reporting, reviewing, analyzing, project planning, forecasting, and budgeting.
  • Involvement in the annual budget and quarterly forecast process
  • Assist in coordinating all quarterly and annual reporting requirements with our FP&A counterparties and accounting
  • Assist in a weekly flash report to senior management
  • Prepare quarterly management reporting packages as well as any ad hoc management requests


  • 2-3 years in financial planning & analysis
  • A bachelor’s degree in Accounting or Finance
  • Advanced knowledge of Excel and PowerPoint
  • Strong communication and presentation skills
  • Excellent analytical, attention to detail, and implementation skills
  • Well organized, ability to manage multiple projects simultaneously
  • A strong team player, able to build effective internal relationships


  • $85,000-$95,000 plus bonus
  • Comprehensive benefits package



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