Role details

Lead Financial Analyst - FPA

New York   •  Permanent

Bullet points

  • Leading financial services firm seeks a Lead Financial Analyst - FPA
  • Lead Financial Analyst - FPA Role with clear career progression

About Our Client

Leading Financial Services firm located in New York, NY.

Job Description

This is a Lead Financial Analyst - FPA role.



Duties include:

  • Analyze monthly and quarterly operational and financial results, including KPIs and business drivers, and create presentations and analysis, including supporting exhibits and rollforwards, for management.
  • Play a key role in the continued development of FP&A deliverables including budgeting and planning processes by partnering with the business leaders across key functions.
  • Work closely with controller's organization to provide input on management reporting needs and better understanding of actuals.
  • Build high level model to facilitate high level reforecasting and best estimate projections.

The Successful Applicant

Bachelor's Degree in Finance, Accounting, or related field. MBA/CPA a plus.

Minimum of 5 years of financial analysis, planning and modeling experience. Insurance experience a plus.

Understanding of financial reporting, forecasting and analysis strategies and techniques

Strong collaboration, coordination, and facilitation skills in order to build relationships across functions including IT, business operations staff, and accounting department leaders.

Must be a self-starter with ability to work in a fast-paced, deadline-driven environment.

Microsoft Excel (macros, pivot tables, look-ups, etc) and PowerPoint. Experience with Hyperion Essbase/Smartview and PeopleSoft is a plus.

What's on Offer

My client is offering a competitive based salary and bonus compensation structure for a Lead Financial Analyst - FPA role.

Apply for this job

Click the Apply or LinkedIn button below or contact Lauren Bellone quoting job reference 1190744
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