Financial Planning & Analysis Manager (New York)

Role Overview

The Financial Planning & Analysis Manager role sits within the Global Financial Advisory Finance team and serves as a key strategic partner to the Senior Vice President responsible for the Financial Advisory business. The role supports global financial planning, reporting, performance management, and strategic initiatives across regions, working closely with senior leadership to deliver actionable insights that inform business strategy and resource allocation.

What You Will Do

The ideal candidate will play a key role in the global financial planning cycle, create financial models, lead cross-functional finance transformation initiatives, leverage accounting knowledge, and serve as a key finance partner to the Middle Office and corporate functions.

Why It Might Be a Fit

The ideal candidate will have 10+ years of experience in financial planning and analysis, corporate finance, management reporting, ideally within an investment bank, financial institution, or professional services environment, and will be able to collaborate effectively across functions in a dynamic, fast-paced environment.

Requirements

• 10+ years of experience in financial planning and analysis, corporate finance, management reporting, ideally within an investment bank, financial institution, or professional services environment
• Undergraduate degree in Finance, Accounting, Economics, or a related field with a strong academic record
• Practical understanding of accounting principles, with experience in month end close, or controllership roles a plus
• Strong analytical, data management, and problem‐solving capabilities
• High level of professionalism with the ability to engage effectively with senior leadership globally and collaborate across Finance and other corporate functions
• Experience in leading or being a significant contributor to finance system implementations, or reporting automation initiatives
• Excellent written and verbal communication skills
• Self‐motivated and able to motivate, mentor and lead a team
• High standards of accuracy, organization, and attention to detail; comfortable operating in a fast‐paced environment

Benefits

• Comprehensive, competitive benefits
• Comprehensive benefits package
• Incentive compensation

Tagged as: Compensation Design, Financial Modeling