Senior Financial Planning And Analysis Analyst
green key resourcesNew York, NY
Senior Financial Planning And Analysis Analyst
Occupations
Financial and Investment AnalystsFinancial Specialists, All OtherAccountants and AuditorsIndustries
Portfolio Management and Investment AdviceCorporate, Subsidiary, and Regional Managing OfficesMiscellaneous Financial Investment ActivitiesAbout the role
Job Detail Experience Level Manager Degree Type Bachelor of Science (BS) Employment Full Time Working Type HybridJob Reference 0000021633 Salary Type Annually Industry Financial Services; Real Estate; Commercial Real Estate Selling Points Contribute to strategic financial initiatives in a stable, growth-oriented organization. Gain exposure to top management and high-level decision-making processes. Enhance your financial modeling expertise and analytical skills.
Job Description
Senior Financial Planning and Analysis Analyst Overview:
- The Senior Financial Planning and Analysis Analyst role offers a dynamic opportunity to contribute to strategic financial initiatives.
- Collaborate with top management in a publicly traded organization to deliver impactful financial insights and analyses.
- Gain exposure to high-level decision-making processes and enhance your financial modeling expertise.
- Work within a stable and growth-oriented environment with opportunities for mentorship and professional development.
- Contribute to the preparation of Board of Directors' reporting packages and investor presentations.
- Develop and maintain complex financial models to support strategic initiatives and forecasts.
- Participate in hybrid work arrangements, ensuring flexibility and work-life balance.
- Join a team that values analytical thinking, problem-solving, and continuous learning.
- Senior Financial Planning and Analysis Analyst Key Responsibilities & Duties
- Coordinate and prepare Board reporting packages and investor presentations with precision and timeliness.
- Develop quarterly forecasts and perform strategic "what-if" analyses to support decision-making.
- Create and maintain detailed financial models, including P&L, balance sheet, and cash flow projections.
- Organize and oversee the preparation and distribution of external financial press releases.
- Perform monthly, quarterly, and ad-hoc financial statement reports and analyses for management.
- Support Finance and Accounting initiatives for process improvements and systems upgrades.
- Administer the company's dividend process, ensuring accurate and timely execution.
- Prepare schedules to assist the CFO in communication with analysts and investor relations activities.
- Conduct variance analyses, cost allocations, and provide other financial analyses as needed.
- Senior Financial Planning and Analysis Analyst Job Requirements
- Bachelor's degree in Finance or Accounting is required; advanced degrees are preferred.
- Minimum of 5 years of professional experience, including 2 years in financial modeling.
- Proficiency in Microsoft Excel financial modeling and experience with financial systems automation.
- Strong analytical thinking, problem-solving skills, and attention to detail are essential.
- Ability to work under pressure, prioritize tasks, and meet deadlines with accuracy.
- Knowledge of GAAP and financial principles, with experience in real estate or mortgage banking preferred.
- Excellent organizational skills and ability to build partnerships across departments.
- Experience with SEC reporting requirements and investor relations activities is advantageous.
- Demonstrated learning agility and receptiveness to feedback for continuous improvement.
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today
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