Financial Planning and Budgeting Associate

New York, NY

Our client is a nationally recognized credit asset manager with over $20 billion of capital under management seeking a Financial Planning and Budgeting Associate.



  • Assist with the preparation of forecast and budget along with reporting and tracking
  • Develop expense allocation methodology
  • Prepare management reports and deliverables
  • Perform fluctuation analysis between forecast and actual results
  • Assist in the completion of monthly general ledger closes


Qualifications & Experience

  • Bachelor’s degree in Accounting with 1-3 years of relevant experience in accounting required
  • Experience with Financial Planning, Budgeting and Analysis is a plus
  • Excellent computer skills required, especially with the Microsoft Office product, particularly with Excel and PowerPoint
  • Meticulous attention to detail and accuracy
  • Understanding of and sensitivity to confidential information
  • Excellent interpersonal, verbal / written communication and organizational skills
  • Ability to drive projects to completion independently, while also functioning effectively in a team environment


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 8/2/2017
Salary $65,000-$80,000

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