Financial Planning & Analysis Analyst

Financial Planning & Analysis Analyst New York NY

Supports budgeting, forecasting, and financial reporting while strengthening data integrity and operational efficiency. The ideal candidate combines strong technical skills in Excel and reporting tools with sound business judgment, impeccable attention to detail, and the ability to communicate clear, actionable insights to non-financial stakeholders.

• Analyze budget-to-actual variances, document drivers and trends with clarity and precision.
• Contribute to the annual budgeting cycle, including data preparation, and consolidation.
• Prepare, maintain, review and distribute monthly financial reports and presentations; recommend process enhancements and oversee implementation to improve accuracy, timeliness, and consistency.
• Develop a deep understanding of financial and operational datasets, including data lineage and quality; advise on improvements to strengthen reliability and control.
• Partner with administrative functions on ad hoc analyses; advance business intelligence, query design, and data management initiatives.
• Provide subject-matter expertise in budgeting, forecasting, variance analysis, and report design; ensure best practices in report production and distribution.
• Enhance reporting efficiency and quality through standardized templates and automation opportunities.
• Assist in the coordination of the three-year investment planning cycle on an ongoing basis, including frequent data updates to align with evolving business trends. Build scenarios around key variables such as demand, pricing and headcount assess risks and opportunities; and summarize implications for deliverability of financial targets.
• Monitor progress against targets at US, practice group, and fee earning department levels.
• Help prepare financial projections for lateral partners and other investments that are designed to improve the efficiency and agility of the firm.
• Develop relationships with senior finance staff to improve efficiencies, financial analysis models and processes.

• Bachelor’s degree in Finance or a related discipline.
• 5+ years of experience in financial reporting or a related field, ideally in a partnership environment or matrix organization.
• Advanced analytical capabilities and exceptional written and verbal communication skills.
• Sound judgment and a disciplined approach to prioritizing various deadlines.
• PowerPoint and Excel skills with experience working with large volumes of data in Excel and being able to manipulate this to enable effective decision making and influencing. Power BI or Fabric a plus.
• High level of integrity and ability to maintain confidentiality.
• Resilient and enthusiastic individual who is comfortable working independently in a fast-paced environment.
• Some travel may be required.

Please send resumes to