Demo

Financial Planning Analyst

LightBox
New York, NY Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 3/24/2025

Position Overview:

This position will support Finance and Accounting in their use of Financial Systems by providing assistance for ad-hoc requests and delivering enhancements that improve the end user experience. They will be responsible for updating various Master Data records and enforcement of continuity between all Information Systems.


What you will do and achieve:

  • Become a subject matter expert on all things Financial Systems, including, but not limited to: Sage Intacct, AvaTax, Concur, and general financial reporting principles
  • Day-to-day and project-based master data updates
  • Assist in implementation of Master Data Management processes and verify that they are being followed
  • Perform required system maintenance and act as a liaison to the technical team to identify solutions to systemic or data issues
  • Build strong relationships with Finance & Accounting teams to ensure users understand how to best leverage the capabilities of the Financial Systems
  • Provide support to end users by responding to inquiries and providing instruction on proper use of Financial Systems
  • This is an exempt position within the $80,000 - $90,000 range based on a 40-hour work week.


Who you are:

Education

  • BS Degree in Finance, Accounting, or Information Systems. Other degrees considered given relevant experience.


Experience

  • 3 years related experience


Key Knowledge & Skills

  • ERP Systems (Sage Intacct a plus)
  • Master Data Management
  • Experience supporting Finance processes and initiatives
  • Salesforce experience a plus
  • Strong Excel mandatory
  • Process improvement/automation

Core Competencies

  • Success requires intellectual curiosity and strong relationship skills (build trust naturally and quickly) to develop a deep understanding of the business
  • Must be self-motivated to continuously improve
  • Commitment to quality
  • Attention to detail
  • Strong sense of accountability
  • Willingness to learn and self-educate on new system technologies & best practices


Physical Requirements

  • Regular office work

This job description is a general listing of the required tasks and expectations of the position and in no way implies that the duties listed above are the employee’s only responsibilities. The employee is expected to perform other tasks, responsibilities and training as instructed by their supervisors. Duties and responsibilities may change at any time with or without notice.

This position may require additional hours outside of the standard work schedule including occasional holiday, evening and/or weekend hours in order to meet deadlines or to accommodate customers.

LightBox and all its holding companies are an equal opportunity/affirmative action employer. It is the policy of the LightBox and its holding companies to prohibit discrimination of any type and to afford equal employment opportunities to employees and applicants, without regard to race, color, religion, sex, national origin, age, disability, or veteran status.

NO TELEPHONE CALLS OR AGENCY SOLICITATION PLEASE.

Salary : $80,000 - $90,000

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