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    Associate/Sr. Associate, Financial Planning - New York, United States - Tandym Group

    Tandym Group background
    Description

    A financial services firm in New York City is currently seeking an experienced professional to join their staff as their new Financial Planning & Analysis Associate / Senior Associate. In this role, the Financial Planning & Analysis Associate / Senior Associate will be responsible for budgeting, forecasting and reporting financial performance for the firm.

    Responsibilities:

    The Financial Planning & Analysis Associate / Senior Associate will be responsible for:

    • Developing and maintaining the annual budgeting process
    • Creating accurate and detailed financial forecasts
    • Build and maintain financial models to support forecasting and decision-making
    • Analyzing financial performance of the business against budget and forecast
    • Producing high-quality information for senior management that facilitates decision-making
    • Responding to ad-hoc requests for financial analysis from various groups within the firm
    Qualifications:
    • 4+ years of Financial Analysis experience
    • Bachelor's Degree
    • Experience in budgeting and forecasting
    • Knowledge of financial planning and analysis concepts and methodologies
    Desired Skills:
    • Experience in an Asset Management and/or Banking role/setting

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