What are the responsibilities and job description for the Financial Planning and Analysis Specialist position at Phyton Talent Advisors?
Our client, a large Investment Bank, is seeking a FP&A Specialist in their New York, NY location:
Responsibilities:
• Prepare of the Firmwide Daily P&L, Weekly Executive Committee report, monthly PBT reporting, and various other adhoc requests
• Participate in the consolidation of the firm’s budget and forecast with particular focus on one or more of the firm’s revenue generating businesses
• Interact with Front Office COO Teams and various support area heads as part of the firm’s budget/forecast process
• Budget, Forecast, and Actuals reporting (revenues, expenses, balance sheet/capital, headcount)
• Proactively reconcile received information with system data to ensure data quality and reliable reporting
• Support monthly responsibilities for Management Reporting
• Ability to streamline and automate processes using existing technology solutions (Qlik/Essbase)
Qualifications:
• 5 years of FP&A or relevant experience
• Business Intelligence, Essbase/Hyperion Planning, and/or Board (Planning Platform) knowledge a plus
• Experience performing ad hoc analysis using advanced Excel
• Advanced Excel skills a must, Powerpoint skills a plus
• Strong work ethic with ability to work both within and across multiple teams
• Must have strong attention to detail
• Clear and effective communication style including ability to work with Senior Management
• Financial Services experience a plus
Education:
• Bachelor’s degree (Accounting or Finance) or equivalent experience
Salary : $56 - $57
