What are the responsibilities and job description for the Senior Financial Analyst position at Codex?
Senior FP&A Analyst (Financial Planning & Analysis) - Hybrid, NYC (Queens) - $100-125K
Are you an FP&A professional with experience in Adaptive Planning, looking for a dynamic role in a fast-growing industry? Our client is seeking a Senior FP&A Analyst to join their team at a leading company in the Manufacturing/Design industry, with offices in Queens and Manhattan. This role offers a fantastic opportunity for someone with a finance background who is eager to learn and grow while working alongside technically skilled FP&A leadership.
Key Responsibilities:
- Manage the full cycle of the budget process within Adaptive Planning, including data validation, version control, dashboard/report creation, and general troubleshooting. Support the ongoing optimization of Adaptive, contributing to system improvements.
- Deliver accurate, timely financial reports and dashboards. Provide insights into key financial metrics such as productivity, demand planning, and cost variances. Identify trends and opportunities for improvement, presenting data to key stakeholders for informed decision-making.
- Partner closely with accounting, finance, and operations teams to collaborate on strategic initiatives, goals, and business reviews. Provide in-depth financial analysis and support cross-functional projects led by senior finance leadership.
- Identify, analyze, and explain variances between actual performance and forecasts/budgets. Provide actionable recommendations to enhance efficiency and drive financial performance.
- Prepare and present financial analyses to senior leadership, framing key decisions with actionable insights. Support corporate projects and ad-hoc financial requests from the FP&A Lead and VP of Finance.
- Continuously evaluate financial processes, proposing enhancements to improve reporting accuracy and scalability. Stay abreast of industry best practices and technological advancements within Adaptive Planning.
Qualifications:
- Bachelor’s degree in Finance, Accounting, or a related field.
- Minimum 3 years of experience in FP&A
- 2 years of experience with Workday Adaptive Planning/Adaptive Insights, including full-cycle budget management, dashboard creation, and report building.
- Proficiency in Microsoft Excel (advanced), Power BI, and PowerPoint.
- Strong understanding of accounting/financial principles, and experience in developing financial models and reports.
- Excellent interpersonal and communication skills, with the ability to collaborate across various management levels.
- High attention to detail and ability to prioritize tasks in a fast-paced, dynamic environment.
- Experience with Adaptive Planning’s OfficeConnect.
Benefits:
- Comprehensive health, dental, and vision insurance.
- Generous 401(k) match.
- Short- and long-term disability, life insurance.
- Paid time off (vacation/holidays).
- Early-close Fridays.
Salary : $100,000 - $125,000
