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rfp writer

director fp a

Kapitus

<p></p><div><div><div><p>Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information.</p>
</div>
<div><p>Kapitus will <b>never</b> ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at www.kapitus.com/careers<b> </b>All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process.</p>
</div>
<div><p>Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email <b>recruiting@kapitus.com</b></p></div></div><p></p><p><br>
The Financial Planning &amp; Analysis (FP&amp;A) team, part of the broader Strategy &amp; Finance function, is responsible for engaging business leaders to drive short- and long-term budgeting, forecasting, and financial reporting. Reporting to the VP of Strategic Finance, the Director, FP&amp;A will own the FP&amp;A function end-to-end, with a primary focus on designing and scaling processes, implementing modern planning tools (such as Anaplan), and building a high-performing team that operates with public-company rigor in a PE-backed private-company environment.</p>
<p>
You will be accountable for our company-wide planning cadence, forecasting methodologies, and management reporting framework, ensuring they are robust enough to support a complex financial services business that is &quot;public ready.&quot; You will partner closely with senior executives across the organization to drive operating leverage, optimize unit economics, and proactively identify financial and operational risks and opportunities. The ideal candidate brings financial services experience and has helped build or transform FP&amp;A at a high-growth and/or public company, including exposure to public-company&ndash;style processes, controls, and reporting expectations.</p><br>
<p></p>
<p><b>
What you will do:</b></p>
<p>
People &amp; Team Leadership</p>
<ul>
<li>Lead, mentor, and develop a small but impactful FP&amp;A team, providing consistent feedback, career development guidance, and performance management</li>
<li>Define and communicate the vision, mandate, and operating model for FP&amp;A in a &quot;public ready&quot; environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders</li>
<li>Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&amp;A outputs</li>
<li>Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team</li>
<li>Inspire and create a motivating environment through coaching, mentoring, and enablement</li>
<li>Provide opportunities to participate in both formal and informal developmental activities</li>
<li>Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results</li>
<li>Lead hiring, performance management, compensation, and evaluation of team members</li>
<li>Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs</li>
</ul>
<p>Process &amp; Financial Oversight</p>
<ul>
<li>Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks</li>
<li>Design and implement scalable, repeatable FP&amp;A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations)</li>
<li>Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms
<ul><li>Additionally, lead the evaluation of ways to integrate AI tools to augment variance analyses, commentary generation, and set reporting</li>
</ul></li><li>Standardize KPIs, dashboards, and reporting packages used across the business, ensuring consistency between internal management reporting and external-facing metrics (where applicable)</li>
<li>Build and refine forecasting methodologies (e.g., driver-based, cohort, portfolio/credit, and revenue models) appropriate for a high-growth financial services company</li>
</ul>
<p>Financial Analysis &amp; Executive Communication</p>
<ul>
<li>Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives</li>
<li>Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives</li>
<li>Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies)</li>
<li>Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan</li>
<li>Support audit, due diligence, and external stakeholder requests (e.g., lenders, rating agencies, or potential investors) with the level of quality and control expected of a public company, while the company remains private</li>
<li>Design and maintain planning and reporting that capture the nuances of financial services products, including revenue recognition, loss/credit dynamics, funding costs, liquidity, and capital efficiency</li>
<li>Drive continuous improvement in unit economics and operating leverage, identifying and executing on levers for margin expansion and expense optimization</li>
<li>Contribute to strategic initiatives including new product launches, geographic or segment expansion, and potential M&amp;A or strategic partnerships, by owning the financial modeling and performance outlooks</li>
<li>Additional responsibilities as requested by management.</li></ul><br>
<p></p>
<p><b>
What we're looking for:</b></p>
<ul>
<li>Bachelor's Degree required; MBA or advanced finance certification (e.g., CFA or FPAC) preferred</li>
<li>8&ndash;10+ years of progressive experience in FP&amp;A, corporate finance, investment banking, and/or management consulting, with a substantial portion in financial services (required)</li>
<li>Demonstrated experience building, scaling, or transforming FP&amp;A capabilities at a high-growth and/or public company, ideally including:
<ul><li>Ownership of budgeting, forecasting, and management reporting processes</li>
<li>Exposure to public-company&ndash;style controls, calendar discipline, and Board/Executive reporting</li>
</ul></li><li>Proven track record of owning and improving core FP&amp;A processes in a way that makes a private company effectively &quot;public ready&quot; (e.g., governance, documentation, auditability, repeatability)</li>
<li>Hands-on experience implementing and/or administering modern planning tools, preferably Anaplan, including model design and integration with ERP/GL and data platforms</li>
<li>Demonstrated experience leveraging AI and machine learning tools to enhance FP&amp;A capabilities, including but not limited to forecasting accuracy, anomaly detection, scenario modeling, and the automation of routine analytical tasks. A strong desire to continue developing these skills and driving AI adoption across the finance function is required</li>
<li>Expert-level financial modeling and analytical skills, with the ability to both build and review complex models (revenue, expense, cohort, portfolio/credit, and cash flow)</li>
<li>Exceptional communication skills and executive presence, with a demonstrated ability to influence senior stakeholders and simplify complex concepts for non-finance audiences</li>
<li>Strong leadership skills with a successful track record of building, developing, and retaining high-performing FP&amp;A teams</li>
<li>High degree of organization, attention to detail, and ownership in a fast-paced, evolving environment</li></ul><br>
<p></p>
<p><b>
Kapitus Total Rewards Package Includes:</b></p>
<ul>
<li><b>Competitive Base Salary Range</b> of $121,700-$195,300. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience.</li>
</ul><ul><li><b>Annual Incentive Compensation Eligibility </b>&ndash;<b> </b>Up to 15% annually</li>
<li><b>Health Insurance:</b> We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.</li>
<li><b>100% Company Paid Insurances:</b> Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.</li>
<li><b>Voluntary Insurance:</b> Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.</li>
<li><b>Paid Maternity and Parental Leave:</b> Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.</li>
<li><b>LifeBalance Program:</b> Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:</li>
<li><ul><li>Pet and car insurance discounts.</li>
<li>Financial services such as LegalShield.</li>
<li>Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.</li>
</ul></li><li><b>Plum Benefits Discount Program:</b> Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.</li>
<li><b>Tuition Reimbursement:</b> Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.</li>
<li><b>Transit Reimbursement:</b> We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.</li>
<li><b>Paid Time Off and Sick Time</b></li>
<li><b>Retirement Benefits:</b> Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.</li></ul><br>
<p></p>
<p><b>
About Kapitus: </b>Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth.</p>
<p><b>
Company Mission: </b>At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity.</p>
<p><b>
Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.</b></p></div><p></p>

Director, FP&A

Broadridge

<div><div>At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you&rsquo;re passionate about developing your career, while helping others along the way, come join the Broadridge team.</div><div></div><div>
The Manager, Global Sales Marketing Solution (GSMS) Finance supports financial strategy, planning, and performance management for GSMS and the Office of the President (OOTP). Reporting to the GSMS FP&amp;A Director, this role serves as a key finance partner to global go-to-market leadership, helping translate business priorities into actionable financial insights.</div><div></div><div>
The Manager plays a critical role in supporting P&amp;L oversight, forecasting, executive reporting, and sales investment analysis, with a focus on driving productivity, optimizing operating expense, and enhancing decision-making across the organization.</div><div></div><div>
Key Responsibilities</div><ul><li><div>
Support management of the GSMS and OOTP P&amp;L, including consolidation, performance tracking, and financial governance</div></li><li><div>
Lead monthly close analysis, including variance reporting and preparation of executive-level materials</div></li><li><div>
Drive core planning processes, including Annual Operating Plan, forecast cycles, Strategic Plan, and Risks &amp; Opportunities (R&amp;O) updates</div></li><li><div>
Partner with business leaders to evaluate investments, resource allocation decisions, and sales productivity initiatives</div></li><li><div>
Provide financial oversight of operating expense (Opex), including tracking targets and identifying efficiency opportunities</div></li><li><div>
Develop and maintain financial models and dashboards to enhance visibility into performance drivers</div></li><li><div>
Collaborate closely with Controllership, Investor Relations, Segment Finance, and enterprise FP&amp;A to ensure alignment and transparency</div></li><li><div>
Support cross-functional initiatives and process improvements to strengthen analytics, reporting efficiency, and governance</div></li></ul><div></div><div>
Qualifications:</div><ul><li><div>
5+ years of experience in FP&amp;A, strategic finance, corporate development, investment banking, management consulting, or related field</div></li><li><div>
Strong understanding of P&amp;L mechanics, forecasting methodologies, and operating expense management</div></li><li><div>
Advanced capabilities in financial modeling, data analytics, and visualization, with experience working in large or complex data environment</div></li><li><div>
Excellent communication skills, with the ability to translate complex financial concepts into clear, actionable insights</div></li><li><div>
Proactive, change-oriented mindset with the ability to drive continuous improvement and transformation</div></li><li><div>
Highly collaborative with the ability to influence multiple internal partners to drive results in a matrixed environment</div></li><li><div>
Results-oriented and resilient, with the ability to work under pressure, navigate ambiguity and manage competing priorities</div></li><li><div>
Strong attention to detail while maintaining a strategic, big-picture perspective</div></li><li><div>
Systems and tools proficiency: TM1, Oracle, and Power BI required; Knowledge of SQL, Python, and other data analytics tools a plus</div></li></ul><div></div><div>
Compensation Range: The salary range for this position is between $115,000.00- $130,000.00 USD.</div><div>
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.</div><div>
Bonus Eligibility: Bonus Eligible</div><div>
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.</div><div></div><div>
#LI-CS2</div><div></div><div>
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company&mdash;and ultimately a community&mdash;that recognizes and celebrates everyone&rsquo;s unique perspective.</div><div></div><div>
Use of AI in Hiring</div><div>
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.</div><div></div><div>
US applicants: Click <div>here</div> to view the EEOC &quot;Know Your Rights&quot; poster.</div><div></div><div><i>
Disability Assistance</i></div><div>
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.</div><div></div><div>
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to <div>BRcareers@broadridge.com</div>.</div></div>

Finance Manager, Global Sales & Marketing - FP&A (Hybrid- NYC)

Untitled Entertainment

<div><p><b>Initial Group </b>is a TPG-backed global entertainment company that partners with visionary representative and generational talent to shape culture and commerce. Through a deep understanding of identity, influence and impact, Initial crafts high value opportunities in a dynamic media landscape (see here (https://shareholders.tpg.com/news-releases/news-release-details/tpg-establishes-new-talent-management-and-representation-company) for June 2024 announcement of Company and initial investment in Untitled Entertainment, here for October 2024 reveal of Company name and additional investment in Grandview, here (https://www.businesswire.com/news/home/20241019985013/en/TPG-Names-Recently-Established-Entertainment-Company-&ldquo;Initial-Group&rdquo;-and-Acquires-Grandview-in-Partnership-with-Untitled-Entertainment) for December 2025 announcement of investment in Silver Tribe Media, and here (https://deadline.com/2026/02/good-world-management-secures-investment-initial-group-1236713386/) for February 2026 announcement of investment in Good World). The current Initial Group platform has roots in Hollywood management (on-screen and literary), digital representation / production, and music management.</p>
<p><b>Position Overview: </b>As the Associate, Strategic Finance you will play a vital role in supporting the organization's strategic planning and operational efficiency. You will leverage your analytical skills and business acumen to provide valuable insights and contribute to high-impact projects. This role offers a unique opportunity to work closely with senior leadership (CEO, COO, VP of Finance, Director of Corporate Development &amp; Strategic Operations) and gain hands-on experience in a dynamic environment with a growing portfolio. The role reports to the Director of Corporate Development and Strategic Operations.</p>
<p><b>Key Responsibilities:</b></p>
<p>Strategic Finance:</p>
<ul><li>Working with cross-functional teams at the Company level to analyze key current KPIs, pipeline for organic M&amp;A / acqui-hires, with a particular focus on the Initial Digital business unit</li>
<li>Contributing to the budgeting and forecasting processes, leveraging strong Excel modeling skills</li>
<li>Collaborating on board reporting, including monthly reviews and board materials</li>
<li>Integrating FP&amp;A processes and systems for current and future business units</li></ul>
<p>Strategic Operations:</p>
<ul><li>Assisting with other operational projects, including the implementation of a new revenue bookings system</li></ul>
<p><b>Qualifications:</b></p>
<ul><li>2+ years of investment banking or private equity experience with an interest in media</li>
<li>Strong analytical and problem-solving skills and ability to work with a lean team</li>
<li>Advanced Excel skills; proficiency in financial modeling and data / KPI analysis</li>
<li>Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams</li></ul>
<p><b>Location</b><br>
This role is a full-time in-person position in Initial Group's New York, NY Headquarters.</p><br>
<p><b>Compensation</b><br>
Base salary range: $110K-130K</p></div>

Associate, Strategic Finance

Morgan Stanley

<div><p>We're seeking someone to join our Segment Reporting &amp; Analytics Team as a Vice President in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&amp;L during the quarterly mark-to-market and multi-year forecast processes.In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources.
</p><p></p><p>This is a Vice President level position within the Financial Planning &amp; Analysis (FP&amp;A) job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&amp;A is a contributor to the Firm's CCAR process.
</p><p></p><p>Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
</p><p></p><div><b>What you'll do in the role:
</b><br>
<ul><li>Own end‑to‑end quarterly revenue and balance sheet forecasting for Private Real Assets, Private Equity, and Credit businesses, including assumption governance, model oversight, and senior‑level narrative.
</li><li>Accountable for the accuracy, control environment, and timely delivery of Firm equity and carried interest estimates to the General Ledger, including variance explanation and senior management communication.
</li><li>Own FP&amp;A deliverables supporting quarterly external disclosures (10‑K/Q), partnering closely with Corporate Accounting to ensure integrity, consistency, and risk awareness.
</li><li>Drive forward‑looking investment sensitivity analysis and scenario framing to inform senior management decision‑making, capital allocation, and risk discussions.
</li><li>Oversee weekly monitoring of projected investment‑related revenue, proactively identifying risks and emerging trends across public markets, FX, and private valuation assumptions.
</li><li>Own quarterly look‑through exposure and stress loss analytics in partnership with Firm Risk, serving as a primary escalation point for key issues.
</li><li>Serve as the FP&amp;A lead for new product launches, developing initial Firm forecasts and providing finance sign‑off for the IM New Product Committee.
</li><li>Act as FP&amp;A sponsor for the Investments Platform enhancement, defining business requirements and partnering with BU and IM Technology to deliver scalable solutions.
</li><li>Lead cross‑functional efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor.
</li><li>Serve as a primary finance liaison across FP&amp;A, Business Units, Firm Risk, and Corporate Accounting, ensuring alignment and clear ownership.
</li><li>Act as a role model and culture carrier, setting standards for analytical quality, control mindset, and professional judgment.
</li></ul></div><p></p><div><b>What you'll bring to the role:
</b><br>
<ul><li>Preferred Bachelor's degree in Finance, Accounting, or a related field.
</li><li>Desired 10+ years of work experience.
</li><li>Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall.
</li><li>Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1.
</li><li>Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels
</li><li>Analytical mindset with attention to detail.
</li><li>Committed and self-motivated individual who can demonstrate initiative and problem solving abilities.
</li><li>Excellent organizational skills and the ability to work to and manage deadlines.<br>
</li></ul></div><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p><p></p><p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
</p><p></p><p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

Investment Management Segment Reporting & Analytics - Vice President

CELINE

<div>
 CELINE is a fast-growing French and Leather-Goods Couture House that belongs to the LVMH Fashion group, which ambition is to become one of the most iconic luxury brands worldwide.
 <br/>
 <br/>
 To make this vision a reality we are looking for enthusiastic, passionate and agile personalities who are eager to evolve in a demanding environment.
 <br/>
 <br/>
 <strong>
  YOUR WORK ENVIRONMENT
  <br/>
  <br/>
 </strong>
 CELINE is seeking a motivated and detail oriented Financial Planning &amp; Analysis (FP&amp;A) Analyst to support the finance team in driving the company&rsquo;s performance.
 <br/>
 <br/>
 This role will assist in budgeting, forecasting, and financial reporting activities, contributing to meaningful insights that help guide business decisions.
 <br/>
 <br/>
 The ideal candidate is analytical, curious, and eager to learn about luxury retail operations in a dynamic environment.
 <br/>
 <br/>
 This position is based in New York City at 598 Madison Avenue, reporting to the FP&amp;A Manager.
 <br/>
 <br/>
 The role follows a hybrid schedule of four days in the office and one day remote.
 <br/>
 <br/>
 <strong>
  Your impact
 </strong>
 <br/>
 <br/>
 <ul>
  <li>
   Financial Close and Cost Control
  </li>
  <ul>
   <li>
    Support the monthly closing process in collaboration with the accounting team and the rest of the FP&amp;A team.
   </li>
   <li>
    Prepare journal entries and accruals (e.g., inventory, expenses, recurring expenses, etc.).
   </li>
   <li>
    Perform variance analysis between actuals, budget, and prior year to identify key drivers.
   </li>
   <li>
    Assist in preparing monthly financial deliverables including:
   </li>
   <ul>
    <li>
     P&amp;L by channel and store
    </li>
    <li>
     Balance sheet and cash flow reporting
    </li>
    <li>
     Cost center tracking and analysis
    </li>
   </ul>
  </ul>
  <li>
   Forecasting / budgeting
  </li>
  <ul>
   <li>
    Assist in the preparation of the annual budget and periodic reforecasts.
   </li>
   <li>
    Collect and consolidate data from departments to ensure accurate financial inputs.
   </li>
   <li>
    Maintain and update reports in the budgeting system.
   </li>
   <li>
    Support the creation of presentations and summaries for management review.
   </li>
  </ul>
  <li>
   Business partnership
  </li>
  <ul>
   <li>
    Collaborate with cross-functional teams (Retail, Merchandising, HR, etc.) to gather information and provide financial visibility.
   </li>
   <li>
    Help prepare performance reports and analysis for internal stakeholders.
   </li>
   <li>
    Contribute to identifying risks and opportunities through data-driven insights.
   </li>
  </ul>
  <li>
   Ad hoc analysis and Special projects
  </li>
  <ul>
   <li>
    Support financial analyses related to:
   </li>
   <ul>
    <li>
     Retail performance and productivity
    </li>
    <li>
     Investment tracking and benchmarking
    </li>
    <li>
     Store and channel profitability
    </li>
   </ul>
   <li>
    Assist in the calculation and validation of retail commissions.
   </li>
   <li>
    Participate in process improvement initiatives and financial tool enhancements.
   </li>
  </ul>
 </ul>
 <br/>
 <br/>
 <strong>
  Profile
  <br/>
  <br/>
 </strong>
 Keys for success Education: Bachelor's degree in finance required Experience: Required fluency in both spoken and written English. Knowledge of French a plus 0&ndash;2 years of experience in FP&amp;A, accounting, or similar finance functions. Retail Knowledge a plus. Advanced Excel skills and other MS software, including strong PowerPoint for presentation preparation required Preferred experience with ERP systems including JDE, Cegid and Dynamics. Organizational, analytical and interpersonal skills are a must Strong verbal and written communication skills Self-motivated to learn new concepts and oriented towards achieving results Must work well independently and in a team environment, and in a fast-paced organization Competencies: Superior organizational, communication and interpersonal skills. Detail oriented, highly organized Excellent written and verbal communication skills. Ability to interact with all levels of the organization including senior leadership and retail associates Languages: Fluent in English, French is a plus.
 <br/>
 <br/>
 <strong>
  Additional Information
  <br/>
  <br/>
 </strong>
 <strong>
  OUR COMMITMENT
  <br/>
  <br/>
 </strong>
 CELINE is an equal opportunity employer. We want to offer an inclusive environment of mutual respect where we welcome diversity and all our employees feel included, developed, and heard.
 <br/>
 <br/>
 We are committed to the prevention of all discrimination, providing equal opportunities to all applicants irrespective of gender, gender expression, disability, origin, background, religious beliefs or sexual orientation or any other basis protected by law.
 <br/>
 <br/>
 CELINE recruits and recognizes all types of talent and singularities.
 <br/>
 <br/>
 <em>
  The compensation for this position ranges from $80,000- $95,000 annually. The rate of pay offered will be dependent upon candidate&rsquo;s relevant skills and experience. In addition, there is a bonus opportunity, and a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks, and a retirement plan with employer contribution
 </em>
</div>


FINANCIAL PLANNING & ANALYSIS ANALYST

Marsh McLennan

<div><h2 class="jobSectionHeader"><b>Company:
</b></h2>Marsh Corporate
<p></p><h2 class="jobSectionHeader"><b>Description:
</b></h2><p></p><p>Marsh is seeking candidates for a Senior Specialist, FP&amp;A to join our Victor MGA &amp; Wholesale business.
</p><p></p><p>This is a hybrid position with three days required working from our midtown Manhattan office.
</p><p></p><p><b>We will count on you to:
</b></p><ul><li>Execute budgeting, forecasting, accounting and special projects across the Victor North American and International businesses.
</li><li>Evaluate financial planning and analysis to contribute to short and long-term financial goals and business operations and decisions.
</li><li>Lead project teams to effectively and efficiently support the strategic objectives of Finance.
</li><li>Collaborate to resolve complex issues and provide strategic direction, to support the Finance function.
</li><li>Prepare and deliver reports and presentations to advise management on financial analyses, results, and recommendations.
</li><li>Create and maintain financial models, perform variance analyses, and develop business cases and investment summaries.
</li><li>Develop complex financial processes and systems to maximize the quality of financial reporting, analysis, budgeting, and forecasting.
</li><li>Provide support for business and operational decisions-making.
</li><li>Audit, monitor, and ensure financial practices are conducted accurately and compliantly with regulations, laws and standards.
</li><li>Identify financial and operational KPIs and oversee the conversion to dashboards to drive accountability for performance throughout the company.
</li></ul><p></p><p><b>What you need to have:
</b></p><ul><li>A Bachelor's degree in Finance, Accounting, or a related field.
</li><li>A minimum of 5 years of experience in an FP&amp;A focused role
</li><li>Advanced knowledge of financial systems and tools, such as Power BI and Oracle SmartView
</li><li>Proven ability to build complex dynamic financial models.
</li><li>Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
</li></ul><p></p><p><b>What makes you stand out:
</b></p><ul><li>Advanced degree in finance or related fields
</li><li>Experience with FP&amp;A focused projects
</li></ul><p></p><p><b>Why join our team:
</b></p><ul><li>Opportunities for professional development and career advancement within a global leader in the insurance industry.
</li><li>Be part of a supportive and inclusive work environment that values diverse perspectives and encourages innovation.
</li><li>Contribute to a company that is dedicated to excellence, integrity, and delivering exceptional value to clients.
</li></ul><p></p>Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.
<p></p>Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
<p></p>Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one &ldquo;anchor day&rdquo; per week on which their full team will be together in person.
<p></p>The applicable base salary range for this role is $94,600 to $189,000.
<p></p>The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
<p></p>We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</div><p></p>

Senior Specialist, FP&A

Noom

<div>
 Noom is on a mission to help people live better, longer. We&rsquo;re a consumer-led digital health company, connecting people to content, coaching, community, and clinicians, to build lasting habits and live healthier lives. We&rsquo;re a high-growth organization powered by science, technology, and world-class talent. When you join Noom, on any team, you&rsquo;ll see the impact of your work on the world.
 <br/>
 <br/>
 <strong>
  Our FP&amp;A Team
  <br/>
  <br/>
 </strong>
 Noom&rsquo;s FP&amp;A team drives growth through rigorous, data-driven analysis and close partnership across the business. The team&rsquo;s work spans nearly every aspect of Noom&mdash;from supporting weekly planning and forecasting processes to sizing new product opportunities and evaluating strategic initiatives. We prioritize automation and scalable tools to reduce manual work, allowing the team to focus on deep analysis, clear storytelling, and delivering insights that support fast, informed decision-making across the organization.
 <br/>
 <br/>
 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 We&rsquo;re hiring a
 <strong>
  Senior Financial Analyst
 </strong>
 to support executive reporting, financial modeling, and business decision-making across both revenue and cost areas of the business. This role will flex across subscriber, revenue, gross profit, and OPEX forecasting, depending on business needs and candidate strengths.
 <br/>
 <br/>
 This role sits at the intersection of Finance, Product, and Data, making it ideal for someone with a background in investment banking, corporate finance, or high-impact FP&amp;A. You&rsquo;ll thrive in a fast-paced, high-growth environment where priorities move quickly and expectations are high. You&rsquo;ll go beyond reporting numbers&mdash;translating financial data into clear, actionable insights that inform strategy and execution.
 <br/>
 <br/>
 <strong>
  You Will
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Build and maintain sophisticated financial models to support:
  </li>
  <ul>
   <li>
    Subscriber, revenue, and gross profit forecasting
   </li>
   <li>
    OPEX forecasting and variance analysis across departments
   </li>
   <li>
    Strategic initiatives such as pricing changes, new product launches, market expansion, and potential M&amp;A
   </li>
  </ul>
  <li>
   Own monthly close and forecast processes for assigned areas, including:
  </li>
  <ul>
   <li>
    Detailed variance analysis versus plan and prior periods
   </li>
   <li>
    Executive-ready presentations explaining performance drivers
   </li>
  </ul>
  <li>
   Partner closely with Accounting and Treasury to ensure accurate forecasting, monthly actuals, balance sheet projections, cash flow visibility, and working capital management
  </li>
  <li>
   Support the development and ongoing management of Lifetime Value (LTV) calculations across products
  </li>
  <li>
   Drive FP&amp;A process improvements, identifying opportunities to automate reporting and enhance analytical capabilities
  </li>
  <li>
   Analyze large datasets to extract insights and deliver recommendations to stakeholders across the organization
  </li>
  <li>
   Manage and support expense approval processes (e.g., Tropic), as applicable
  </li>
  <li>
   Perform ad-hoc analyses to evaluate business opportunities and support time-sensitive decision-making
   <br/>
  </li>
 </ul>
 <strong>
  About You
  <br/>
  <br/>
 </strong>
 You&rsquo;re analytical, detail-oriented, and comfortable operating in a fast-moving, results-driven environment. You take ownership of your work, review your own outputs carefully, and are willing to push when needed to deliver high-quality results.
 <br/>
 <br/>
 <strong>
  You Have
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   3+ years of experience in Investment Banking, FP&amp;A, or Corporate Finance, ideally within a DTC or subscription-based business
  </li>
  <li>
   Deep financial modeling expertise in Excel, including forecasting, valuation, and scenario analysis
  </li>
  <li>
   Experience building and working with forecasting and valuation models, including three-statement models and DCFs
  </li>
  <li>
   Strong presentation skills with the ability to clearly communicate insights to senior executives (PowerPoint required; Google Slides can be learned)
  </li>
  <li>
   Proficiency with PowerPoint, Google Sheets/Slides, Adaptive, Tableau, and Looker (Mixpanel or Alteryx a plus)
  </li>
  <li>
   Strong work ethic, attention to detail, and a bias toward execution in ambiguous, high-growth environments
  </li>
  <li>
   Experience with M&amp;A or strategic finance is a plus, but not required
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What Makes This Job Amazing
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High-impact role with direct visibility into leadership decision-making
  </li>
  <li>
   Exposure to both revenue-driving and cost-structure areas of the business
  </li>
  <li>
   Collaborative, fast-moving team where decisions are made quickly and executed at scale
  </li>
  <li>
   Access to large-scale data and complex, meaningful financial problems
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation Package
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   The US annual base salary range for this full-time position is $87,000-$117,000
  </li>
  <ul>
   <li>
    This range reflects the minimum and maximum salary target for the position for US-based candidates, at the time of posting. The actual salary offer is based on factors including relevant experience and training, assessment of functional skills and behavioral competencies, and location, among others.
   </li>
  </ul>
  <li>
   Other elements of Noom&rsquo;s Compensation Package
  </li>
  <ul>
   <li>
    Noom offers a comprehensive and generous total rewards package. This may include a discretionary performance-based bonus, stock awards, healthcare (featuring a plan with premiums covered by Noom), paid holidays and paid leave (including Summer Fridays), 401k program, and various cash stipends and budgets for employees (wellness, tech, learning &amp; development, etc).
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  Location
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   This position is a hybrid role, with 2 days per week on-site required in one of our offices
  </li>
  <ul>
   <li>
    New York, NY, USA (preferred)
   </li>
   <li>
    Princeton, NJ, USA
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  More About Noom
  <br/>
  <br/>
 </strong>
 Noom is a leading whole-person health platform on a mission to help people live better, longer. We combine personalized medication with the science of behavior change and psychology, to help people build lasting habits and live longer, healthier lives. With nationally-recognized, holistic programs spanning weight, diabetes prevention, GLP-1 support, menopause, longevity, and more, we serve millions through health plans, employers, and direct-to-consumer offerings. As a trailblazer in the world of health and wellness, Noom makes healthy living easy, fun, and deeply rewarding.
 <br/>
 <br/>
 We&rsquo;re more than a health tech company&mdash;we&rsquo;re a movement. This belief extends to our culture: we empower our people to think big, act boldly, and take pride in their contributions to shaping the future of health. With a strong remote culture, as well as offices in NYC and Princeton, we&rsquo;ve been named one of the Best Places to Work by Inc., Fortune, Glassdoor, and Quartz&mdash;including honors for technology and diversity.
 <br/>
 <br/>
 <strong>
  Join us in shaping the future of health.
 </strong>
 Whether you're remote or in-office, you&rsquo;ll be part of a passionate, mission-driven team working to make the world a healthier place&mdash;one habit at a time.
 <br/>
 <br/>
 Noom is proud to be an Equal Opportunity Employer, and all applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, caste, national origin, physical or mental disability, protected veteran status, age, or any other characteristic protected by applicable law. Noom is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities.
 <br/>
 <br/>
 To help protect against potential hiring scams, please be aware that all email communications from the Noom Talent team and/or hiring managers will come only from an @noom.com email address. Please ignore any messaging or communication from other domains (e.g. @noom.team). Noom will never ask you for personal payment, require you to purchase equipment, conduct an interview process or messaging exchange via Microsoft Teams, or extend a job offer without the completion of a multi-step interview process featuring a combination of phone, Zoom, and in-person interviews, as well as references. If you are unsure about the validity of a Noom job posting on another website, we strongly encourage you to apply directly through our website.
</div>


Senior Financial Analyst

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