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Position: Team Lead- Financial Planning & Analysis
Job Number: MS03638
Location: NY - New York City
Date Posted: 2017-05-05
Salary Range: $126-150k
Job Summary:

Exciting new opportunity at growing Consulting Firm!!!

Company Information:

Name: Leading Investment and Advisory Firm

Job Description:

o Deliver financial reporting and variance analysis for revenue, expense, headcount and capital.

o Present recommended solutions and alternatives to management based on analysis of trends, profitability, and growth opportunities.

o Prepare quarterly financial presentations for Executive Management discussing year to date performance against business plan and financial outlook.

o Communicate to the business management group performance vs. business plans and business metrics.

o Establish operating budgets and financial projections in-line with corporate objectives.

o Manage a direct report to ensure all corporate calendar deliverables are met.

o Coordinate ad hoc analysis and management reports.

o Liaise with the controllers group providing insight into monthly variances from a legal entity perspective.

Requirements / Qualifications:

o Must have experience partnering with business unit leaders and managing staff.

o Must be able to adapt to a changing environment on short notice.

o Must have experience at a broker dealer, and Series 27 license.

o Minimum of 7 years of experience in an FP&A role.

o Strong quantitative, financial and analytical skills.

o Strong written and interpersonal communication skills are essential.

o Strong organizational skills and ability to prioritize multiple tasks are required.

o Strong Excel & Powerpoint skills and comfortable working with large data sets and various systems.

o Bachelors in Accounting or Finance required.

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