Senior Analyst, Financial Planning & Analysis

Stamford, CT



  • Evaluating financial results (actual, forecast, budget), including analysis of variance and trend, business drivers and headcount
  • Managing financial processes, both across and on behalf of the organization, including monthly forecast, annual budget, cost allocations and cashflow projections
  • Producing recurring business reporting packages (weekly, monthly, quarterly), including support for internal management and committee meetings
  • Reviewing and managing financial hierarchies
  • Providing ad hoc analytics as required
  • Proficiently use internal databases and systems for effective data retrieval and reporting
  • Proactively design and deliver relevant analytics to address key business needs
  • Implement efficient, repeatable processes for creating and updating deliverables
  • Recognize opportunities for best practices both within the team and across the organization
  • Participate in various team and department projects and analytics, as needed
  • Primary responsibilities to include management reporting deliverables, i.e. expense management, monthly forecast process, allocations




  • Bachelor’s Degree, preferably with some coursework in finance, economics, or statistics
  • 3-5 years relevant work experience with increasing responsibilities
  • Experience with management reporting; experience with consulting, financial planning or strategy a plus
  • Knowledge of the financial services industry
  • Proficient in innovative problem solving and efficient process design when analyzing complex information
  • Advanced proficiency in Microsoft Excel required





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 4/9/2020
Salary $85,000 - $110,000 + bonus

(2MB Max; allowed file formats: doc, docx, pdf, pptx, txt)

characters left