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

    Blackwood Associates LLC
    Blackwood Associates LLC New York, United States

    1 week ago

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    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: Bachelor's 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.
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