Financial Planning & Reporting Analyst

Our Client, a Global Financial Services Firm, is seeking a Financial Planning & Reporting Analyst in their New York, NY location.

Responsibilities

• Support automation initiatives and process improvement efforts across finance and reporting functions
• Assist with the calculation and delivery of firm equity and carried interest estimates to the firm’s General Ledger
• Monitor and forecast quarterly investment-related revenue, including public market pricing, FX impacts, and private valuation estimates
• Produce quarterly PPNR revenue and balance sheet forecasts, including assumption gathering, data validation, and model output review across revenue streams and expenses
• Partner with cross-functional finance teams to enhance financial processes, systems, and internal controls
• Contribute to ad hoc financial analyses, reporting requests, and strategic initiatives as business needs arise

Required

• Strong organizational, communication, and interpersonal skills
• Experience creating, improving, and maintaining process documentation
• Advanced proficiency in Microsoft Excel and PowerPoint; Power BI experience preferred
• Familiarity with financial systems such as TM1 is a plus
• High attention to detail with strong accuracy and deadline management
• Strong analytical, problem-solving, and critical thinking skills
• Ability to manage multiple priorities in a fast-paced environment
• Working knowledge of private alternative investment structures (Private Equity, Real Estate, Credit) preferred
• Bachelor’s degree in Finance, Accounting, or a related field preferred