Demo

Financial Planning Analyst

Mission Staffing
New York, NY Full Time
POSTED ON 4/28/2025
AVAILABLE BEFORE 5/28/2025

Firm Overview

  • Global Investment Management Firm
  • Great track record, one of the best in class in financial services
  • Lots of room for growth and internal movement within the firm
  • 3x a week in New York City
  • Team oriented and supportive work environment
  • The role is highly visible within the organization and requires working cross functionally in areas including: Portfolio Accounting and Risk Management, Tax, Legal, Compliance, Client Service and the various vendors that provide services.
  • 100% Covered Benefits, 401k match


Responsibilities

  • Opportunity to help build out the FP&A function at a global multi strategy / multi-manager fund, collaborating across the organization to develop and manage the firm's financial plans, including trading P&L and expense allocations.
  • Lead the development of comprehensive financial forecasts, budgets, and strategic financial plans.
  • Analyze financial performance against key business metrics.


Requirements

  • 2-6 years of experience
  • CPA preferred

Salary : $115,000 - $125,000

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