FP&A Analyst job in New York at Tandym Group

A financial services company located in New York City is actively seeking a collaborative and driven professional to join their staff as their new FP&A Analyst. In this role, the FP&A Analyst will prepare monthly financial dashboards for senior management reflecting actual results and comparisons to forecasts / budgets.

Responsibilities

The FP&A Analyst will:

• Prepare monthly financial dashboards for senior management reflecting actual results, and comparisons to forecasts / budgets
• Analyze current and past trends in the areas of revenue, expenses, and other key performance indicators to improve design and accuracy of financial forecasts
• Play an active role in the firm’s annual budget and forecasting processes by working with the organization’s leadership to incorporate initiatives
• Develop financial analysis, which is value-added to decision making and assessing business performance
• Partner with the businesses in developing financial models and analyses to support strategic initiatives, including product expansion economics
• Participate in team-wide projects with the autonomy to innovate and develop new ways to analyze the business
• Work closely with broader Finance organization, Risk, Corporate Strategy and HR on firmwide initiatives

• Bachelor’s degree in Accounting / Finance or related field 
• 2+ years of experience in Financial Services
• Strong Microsoft Excel and PowerPoint skills (Pivot tables, macros, and VBA)
• Advanced quantitative and problem-solving skills
• Strong attention to detail
• Ability to communicate effectively
• Highly organized
• Strong interpersonal skills

• Knowledge of Tableau