Financial Planning and Analysis Specialist - New York, United States - Blackwood Associates LLC

Description

Overview

Seeking an experienced Financial Planning and Analysis (FP&A) Associate to join a top Asset Manager. The FP&A Associate will play a key role in supporting the financial planning process, providing data-driven insights, and helping guide business decisions through robust financial analysis. The ideal candidate has strong analytical skills, is detail-oriented, and possesses excellent communication abilities.

Responsibilities

• Financial Analysis: Conduct detailed financial analysis, including variance analysis, trend analysis, and scenario planning to support business decision-making.
• Budgeting and Forecasting: Assist in the preparation and maintenance of budgets and forecasts, ensuring accuracy and alignment with company goals.
• Reporting: Create and distribute regular financial reports, including monthly, quarterly, and annual reports, as well as ad hoc reports as needed.
• Data Analysis and Visualization: Use data analytics tools to generate insights and visualize financial data for senior management and stakeholders.
• Collaboration: Work closely with other departments (e.g., accounting, operations, sales, marketing) to gather relevant financial data and ensure accuracy in reporting and analysis.
• Financial Modeling: Develop and maintain financial models to support business planning and forecasting efforts.
• Continuous Improvement: Identify opportunities to improve financial processes and reporting, and propose solutions to enhance efficiency and accuracy.
• Compliance: Ensure compliance with internal controls and financial policies, as well as external regulations and standards.

Qualifications

• Education: Bachelors degree in Finance, Accounting, Economics, Business, or a related field. Advanced degrees or professional certifications (e.g., CFA, CPA, CMA) are a plus.
• Experience: 2-4 years of experience in financial planning, financial analysis, or a related field.
• Technical Skills: Proficiency in Excel and financial analysis software. Experience with business intelligence tools (e.g., Tableau, Power BI) and ERP systems (e.g., SAP, Oracle) is preferred.
• Analytical Skills: Strong analytical and problem-solving skills with the ability to work with large datasets and complex financial information.
• Communication Skills: Excellent verbal and written communication skills. Ability to present financial information clearly to various stakeholders.
• Attention to Detail: High level of accuracy and attention to detail in financial analysis and reporting.
• Team Player: Ability to work collaboratively within a team and build relationships across departments.
• Adaptability: Ability to thrive in a fast-paced environment and adapt to changing business needs.