Financial Planning & Analysis - Senior Analyst / Associate (NY)

About the role

The FP&A team serves as a strategic partner to executive leadership, providing the financial insights that support planning, resource allocation, and business decision-making. The team leads short- and long-term planning, forecasting, executive reporting, and financial analysis while helping modernize the company's reporting, systems, and data capabilities.

Responsibilities

• Provide financial planning, forecasting, and executive reporting to support strategic decision-making.
• Lead the development and maintenance of integrated three-statement financial models.
• Conduct financial analysis to inform business strategy and resource allocation.
• Support the implementation of new financial systems and data capabilities.
• Collaborate with business leaders to ensure alignment between financial strategies and business objectives.
• Utilize generative AI tools to enhance research, analysis, reporting, and workflow efficiency.

Requirements

• Have a bachelor’s degree in Finance, Accounting, Economics, or a related field, with 2–5 years of experience in FP&A, corporate finance, accounting, or financial analysis.
• Have a general understanding of GAAP, financial statements, budgeting, forecasting, variance analysis, and experience building, integrating, validating, and reconciling financial and operational data.
• Possess strong analytical, research, financial modeling, and problem-solving skills.
• Communicate financial information clearly, collaborate effectively across departments, and manage multiple priorities and deadlines with strong attention to detail.
• Have strong proficiency in Excel and PowerPoint; experience with NetSuite, Salesforce, planning tools, or business intelligence platforms is strongly preferred.

Qualifications

• Interest in leveraging generative AI and modern productivity tools (e.g., ChatGPT, Microsoft Copilot) to improve research, analysis, reporting, and workflow efficiency.
• Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.

Skills

• Strong analytical and research skills.
• Proficiency in Excel and PowerPoint.
• Experience with financial modeling and data analysis.
• Ability to communicate complex financial information clearly.
• Strong attention to detail and ability to manage multiple priorities.
• Experience with financial systems and data capabilities.
• Interest in and proficiency with generative AI tools.

Benefits

• A flexible hybrid work schedule – Tuesdays, Wednesdays, Thursdays in the office.
• Competitive benefits and paid time off.
• Paid family and disability leave.
• 401(k) plan, including employer match (100% vested).
• Employee referral bonus program.

Pay

The anticipated annual base salary range for this full-time position is $85,000 - $125,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.

Schedule

A flexible hybrid work schedule – Tuesdays, Wednesdays, Thursdays in the office.