9,887 Finance Intern jobs in the United States
Finance & Business Management - Financial Analysis Vice President

Posted 2 days ago
Job Viewed
Job Description
As a Financial Analysis Vice President aligned to a segment within Global Corporate Banking you will own financial measures such as revenues, expenses, headcount, and profitability modelling. Your role will involve delivering value-add analysis, communicating financial insights, and contributing to the strategic direction of the business. Regular interaction with FP&A managers, business heads, and peers across the Finance & Business Management team will be a key part of your responsibilities.
**Job responsibilities:**
+ Complete segment level financial budgeting, reporting, forecasting and analysis across banking products (Payments, Lending, and Investment Banking)
+ Provide oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
+ Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and business heads explaining changes from prior forecasts/budgets.
+ Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
+ Partake in efficiency reporting, analytics and strategy including (but not limited to): location strategy, span of control, reporting and analytics
+ Help design new reports and dashboards to efficiently deliver the financial results to senior management
**Required qualifications, capabilities and skills:**
+ 5+ years of work experience in an accounting or controller capacity
+ Bachelor's degree in Accounting or Finance
+ Highly motivated self-starter with excellent time management/prioritization skills
+ Advanced skills in Excel and PowerPoint
+ Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
+ Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations
+ Strong verbal and written communication skills with the ability to articulate complex issues clearly
+ Integrity in handling highly sensitive and confidential information
+ Collaborative team player with the ability to be respected as a trusted partner for the Business and Finance Teams
**Preferred qualifications, capabilities, and skills:**
+ Alteryx and Tableau skills a plus
**This position is not eligible for sponsorship**
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $114,000.00 - $175,000.00 / year
Finance & Business Management - Financial Analysis Vice President
Posted 11 days ago
Job Viewed
Job Description
As a Financial Analysis Vice President aligned to a segment within Global Corporate Banking you will own financial measures such as revenues, expenses, headcount, and profitability modelling. Your role will involve delivering value-add analysis, communicating financial insights, and contributing to the strategic direction of the business. Regular interaction with FP&A managers, business heads, and peers across the Finance & Business Management team will be a key part of your responsibilities.
Job responsibilities:
- Complete segment level financial budgeting, reporting, forecasting and analysis across banking products (Payments, Lending, and Investment Banking)
- Provide oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
- Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and business heads explaining changes from prior forecasts/budgets.
- Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
- Partake in efficiency reporting, analytics and strategy including (but not limited to): location strategy, span of control, reporting and analytics
- Help design new reports and dashboards to efficiently deliver the financial results to senior management
Required qualifications, capabilities and skills:
- 5+ years of work experience in an accounting or controller capacity
- Bachelor's degree in Accounting or Finance
- Highly motivated self-starter with excellent time management/prioritization skills
- Advanced skills in Excel and PowerPoint
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
- Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Integrity in handling highly sensitive and confidential information
- Collaborative team player with the ability to be respected as a trusted partner for the Business and Finance Teams
Preferred qualifications, capabilities, and skills:
- Alteryx and Tableau skills a plus
This position is not eligible for sponsorship
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Chicago,IL $114,000.00 - $175,000.00 / year
Financial Analysis - Business Banking Lending Finance & Pricing - Senior Associate
Posted 2 days ago
Job Viewed
Job Description
As a Senior Associate in Financial Analysis on the Business Banking Lending Finance & Pricing Team, you will be responsible in contributing to the newly created 1st line credit function for the Business Banking organization. You will also be responsible for monitoring of financial results, and support of pricing strategy. You will report directly to the Business Banking Retail Finance Lead.
**Job Responsibilities:**
+ Conduct detailed quantitative analysis and design analytical frameworks to forecast key account performance and profitability measures, including Return on Equity (RoE).
+ Contribute in developing pricing strategies in collaboration with credit and product strategy, translating product and margin goals into actionable pricing roadmaps, and creating test plans for each portfolio.
+ Collaborate with Product, Risk, Fraud, and Collections teams to execute strategies that achieve credit goals.
+ Develop and implement metrics to track portfolio performance and contribute to reporting dashboards for senior leadership.
+ Create, maintain, and enhance multi-year financial models to assess the impact of strategic decisions on the Profit & Loss (P&L) statement.
+ Perform in-depth data analysis to produce clear insights that translate into financial impact.
+ Work with leadership to set achievable financial targets aligned with long-term goals.
**Required Qualifications, Capabilities and Skills:**
+ Bachelor's degree in finance-related or quantitative field
+ 4+ years of experience in consumer lending, treasury, finance, or P&A at a financial services firm
+ Strong aptitude in Microsoft Excel and Alteryx platform
+ Ability to create financial models, reporting, and repeatable processes
**Preferred Qualifications, Capabilities and Skills:**
+ Experience with a lending P&L is a plus
+ Experience using SAS/SQL is a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Financial Analysis - Business Banking Lending Finance & Pricing - Vice President
Posted 10 days ago
Job Viewed
Job Description
As a Vice President in Financial Analysis on the Lending Finance & Pricing Team, you will be responsible for the financial assessment of risk strategies, impact on pricing assumptions, quantification of impact on risk appetite financial results, and support of credit risk strategy. You will report directly to the Head of BB Lending Finance. This role requires strong analytical expertise, financial knowledge, and collaboration with internal teams to balance risk and growth.
**Job Responsibilities:**
+ Manage and own the implementation of various assumptions and create Retail Risk Appetite P&L, including expenses, capital, and credit losses.
+ Lead the pricing forum to gather input from key stakeholders such as product, field, legal, risk, compliance, and fair lending, and document and track decisions.
+ Develop reporting on portfolio performance and other key lending metrics to support strategic pricing decisions.
+ Collaborate with Wholesale and Retail Finance Pricing teams to develop management dashboards that provide valuable insights.
+ Oversee the controls framework, determining which processes are automated versus manual, and ensure all necessary controls are in place and properly executed.
+ Conduct detailed quantitative analysis and design analytical frameworks to forecast key account performance and profitability measures, including expense allocations.
+ Handle ad-hoc requests related to the financial impacts of new strategies, and updates to pricing or assumptions.
**Required Qualifications, Capabilities and Skills:**
+ Bachelor's degree in finance-related or quantitative field
+ 7+ years of experience in consumer lending, treasury, finance, or P&A at a financial services firm
+ Strong aptitude in Microsoft Excel and Alteryx platform
+ Ability to create financial models, reporting, and repeatable processes
**Preferred Qualifications, Capabilities and Skills:**
+ Experience with a Lending P&L is a plus
+ Experience using SAS/SQL is a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Financial Analysis - Business Banking Lending Finance & Pricing - Senior Associate
Posted 2 days ago
Job Viewed
Job Description
As a Senior Associate in Financial Analysis on the Business Banking Lending Finance & Pricing Team, you will be responsible in contributing to the newly created 1st line credit function for the Business Banking organization. You will also be responsible for monitoring of financial results, and support of pricing strategy. You will report directly to the Business Banking Retail Finance Lead.
Job Responsibilities:
- Conduct detailed quantitative analysis and design analytical frameworks to forecast key account performance and profitability measures, including Return on Equity (RoE).
- Contribute in developing pricing strategies in collaboration with credit and product strategy, translating product and margin goals into actionable pricing roadmaps, and creating test plans for each portfolio.
- Collaborate with Product, Risk, Fraud, and Collections teams to execute strategies that achieve credit goals.
- Develop and implement metrics to track portfolio performance and contribute to reporting dashboards for senior leadership.
- Create, maintain, and enhance multi-year financial models to assess the impact of strategic decisions on the Profit & Loss (P&L) statement.
- Perform in-depth data analysis to produce clear insights that translate into financial impact.
- Work with leadership to set achievable financial targets aligned with long-term goals.
Required Qualifications, Capabilities and Skills:
- Bachelor's degree in finance-related or quantitative field
- 4+ years of experience in consumer lending, treasury, finance, or P&A at a financial services firm
- Strong aptitude in Microsoft Excel and Alteryx platform
- Ability to create financial models, reporting, and repeatable processes
Preferred Qualifications, Capabilities and Skills:
- Experience with a lending P&L is a plus
- Experience using SAS/SQL is a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Senior Finance Analyst - Financial Planning & Analysis
Posted 4 days ago
Job Viewed
Job Description
Welcome to Frontline Managed Services® - where innovation, technology, and efficiency converge to redefine the landscape of IT, Financial, and Administrative Managed Services for legal and professional service firms. As pioneers in the industry, we are driven by a relentless commitment to excellence.
Join Our Team and Be a Catalyst for Change!
We don't just follow industry standards; we set them. Our dynamic environment thrives on pushing boundaries and embracing challenges. We are more than a workplace; we are a community of forward-thinkers dedicated to shaping the future.
Position Overview
We are seeking a skilled Senior FP&A Analyst to join our Finance team. This role will be responsible for leading the annual budgeting process, quarterly forecasting, and owning profitability reporting for two of our key solutions. The ideal candidate will have strong analytical skills, attention to detail, and the ability to translate financial data into actionable business insights.
What You'll Do
•Lead the annual budgeting process, working cross-functionally with department heads to develop and finalize budgets
•Manage quarterly forecasting cycles, including variance analysis and business partnering to understand drivers
•Own profitability reporting for two key solution areas, including margin analysis and optimization recommendations
•Develop and maintain complex financial models to support strategic decision-making
•Provide insightful analysis of financial results and trends to senior leadership
•Drive continuous improvement in financial processes and reporting
•Ensure data validation and integrity across all financial reporting systems and processes
•Mentor junior team members and review their work for accuracy and quality
•Collaborate with cross-functional teams to ensure alignment on financial goals and KPIs
What You Bring
•Bachelor's degree in Finance, Accounting, Economics, or related field
•3-5 years of experience in FP&A, financial modeling, or similar analytical role
•Advanced Excel skills (including complex formulas, pivot tables, and macros)
•Experience with financial systems and BI tools (ConnectWise, PowerBI, Alteryx)
•Strong understanding of financial statements and accounting principles
•Excellent communication skills with the ability to present complex financial information clearly
•Proven ability to meet deadlines in a fast-paced environment
Preferred Qualifications
•MBA, CPA, or related professional certification
•Experience in professional services or recurring revenue business
Compesnsation Range $90,000-100,000 USD
Not Sure You Meet Every Requirement?
We know that great candidates may not match every qualification listed. If you're excited about the role and believe you could be a strong fit, we encourage you to apply. We value potential and a growth mindset as much as experience.
Join Us
At Frontline Managed Services, we celebrate different backgrounds, experiences, and perspectives. We are committed to building a team that reflects the clients and communities we serve.
"We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status."
Finance - Finance Analyst
Posted 4 days ago
Job Viewed
Job Description
Expected Areas of Competence
- Possess strong finance analytical and modeling skills to analyze complex financial data, interpret information, identify relevant variances, understand implications and propose solutions based on sound business judgment. Makes recommendations based on data and situational analysis.
- Recognizes market forces and trends, internal campaigns to provide accurate analysis and forecast, identifies issues and assesses alternatives to minimize business risk while performing analysis on an independent basis.
- Performs consistent analysis of business risks and opportunities on a monthly basis to provide information to management on a timely basis.
- Communicates directly with Key Accounts/Contract department and external customers to obtain accurate sales forecast for finance reporting requirements and to ensure pricing, product information and in-market contracts are updated and maintained.
- Challenges current procedures and offers creative recommendations to improve efficiency.
- Maintains proficiency in utilizing relevant financial software packages, databases (BI, TM1, Excel) and system (SAP) to extract accurate information for data analysis.
Experience Desired
- Possesses strong industry experience working as a Business Analyst in a multinational corporation.
- Experience working in a dynamic, team-based and cross-functional environment.
- Experience applying innovative and creative solutions to strengthen internal controls, increase data accuracy and overall improve efficiency and effectiveness of an organization.
- Excellent and effective communication and presentation skills.
- Possesses strong financial analysis and modeling skills to evaluate business development opportunities.
- Strong working knowledge of company compliance policies, company policies and procedures, and financial processes.
- Working knowledge of the Pharmaceutical industry.
- Strong knowledge of US GAAP.
A four-year degree in Accounting is preferable; a Finance major is acceptable as well. An MBA would be a plus but not required.
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Strategic Finance Lead (Senior Financial Planning & Analysis)
Posted today
Job Viewed
Job Description
About Utility Profit Utility Profit is reimagining the moving experience for renters and property managers. Our platform is the first-ever national database of utilities and telecom services, making it effortless for renters to discover service options specific to their home—and enabling property managers to unlock new revenue streams and reduce operational headaches. We’re a profitable, product-led startup growing rapidly and focused on sustainable, capital-efficient growth. Our outsourced finance firm manages bookkeeping and accounting, while we look to bring in a strategic finance partner to lead planning and analysis as we scale. We’re scaling fast and making serious waves in the real estate tech space. Founded by the team behind Favor (acquired by H-E-B), we’ve raised $15M+ from top-tier investors (the same ones behind SpaceX and PayPal). About This Role You’ll own financial planning and analysis at a fast-growing startup scaling quickly. You’ll work closely with the CEO and cross-functional teams—including sales, marketing, and product—to build and maintain financial models, track pacing, and ensure tight cost control. This is a high-impact, hands-on role for someone who can independently manage forecasting, budgeting, and scenario planning in a lean, founder-led organization. You’ll be a key partner in helping the company deliver strong, predictable financial results every quarter. What You’ll Do Own Financial Modeling: Build and maintain detailed models covering revenue, expenses, cash flow, and headcount. Lead Budgeting: Collaborate with department heads to create and manage quarterly budgets. Track Performance: Monitor budget vs. actuals and flag risks or opportunities early. Analyze Metrics: Deep dive into unit economics, gross margins, and key financial KPIs. Scenario Planning: Support growth and hiring decisions with dynamic “what-if” analyses. Coordinate Monthly Close: Work with our outsourced accounting team to ensure clean, accurate financial data. Drive Cost Discipline: Identify and help implement cost control measures across the company. Support Planning Cadence: Help prepare for quarterly business reviews and strategic planning sessions. Scale Finance Function: Provide input on how to evolve the finance org as we grow. 5+ years of experience in FP&A, strategic finance, or business operations, ideally at a high-growth startup. Proven ability to build and own financial models and forecasting processes. Experience working cross-functionally with sales, marketing, and product teams. Strong analytical skills and a hands-on, scrappy approach to problem-solving. Excellent communication skills, able to clearly explain financial concepts to non-finance stakeholders. Comfortable working independently in a flat, fast-paced environment. Located within the greater-Austin area, with the ability to work in the office 3 days a week. Compensation Base Salary: $45,000 – $1 0,000, depending on experience & confidence in impact. #J-18808-Ljbffr
Director, Finance - Financial Planning & Analysis ; Future Opportunities
Posted 26 days ago
Job Viewed
Job Description
**Director, Finance - Financial Planning & Analysis**
American Express invites you to share your resume so you can be considered for future Director-level
opportunities in the New York-based finance organization.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it's negotiating with some of our largest global partners or creating next year's financial plan, you can influence both our day-to-day P&L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.
**Director, Financial Planning & Analysis**
**How will you make an impact in this role?**
The Director will be part of the Financial Planning & Analysis team within Corporate Planning & Analysis (CP&A) and will direct the financial planning, reporting, and results analysis activities for a business segment, with a particular focus on P&L consolidation and Opex management. The director will play a critical role liaising across the LFOs and Corporate Planning organizations to provide comprehensive financial insights and a clear trajectory of the overall business momentum to finance leadership. In addition, this role is responsible for owning and enhancing the results and analytics capabilities of the organization leveraging technology tools to support emerging data capabilities.
This is an excellent opportunity for an individual to lead a team and develop deep knowledge of the business, as well as exposure to and insight from finance partners across the organization.
**Responsibilities**
**This position will lead a team responsible for the following:**
+ Lead monthly/quarterly management results analysis for the business segment and communicate key trends/finding across senior leadership in finance and the business
+ Coordinate planning process for the business, including the creation of the LRP, annual plan, and rolling outlook
+ Own the end-to-end infrastructure, processes, and communication of Operating expenses with a strong partnership across LFO and business functions
+ Leverage emerging technology and capabilities to drive improvements to enhance effectiveness and efficiency of planning and results processes
+ Develop tools to enhance the monthly results process and focus on the core growth trends in the business
+ Produce incisive and valuable performance analysis to Finance leadership on a timely basis, focusing on trends, key business performance, and risks & opportunities
+ Collaborate with product teams to enhance and automate the collective ecosystem of analytical and forecasting capabilities
+ Proactively monitor changes to the internal and external environment, linking them to financial impacts.
+ Build, maintain, and leverage excellent relationships with key Finance and Business colleagues.
+ Coach, mentor, and lead a talented team of colleagues
**Minimum Qualifications:**
+ 6 years of experience in Finance
+ Strong knowledge of consumer business, processes, and systems
+ Track record of building relationships to influence decisions and drive results
+ Strong analytical, organizational, and problem solving skills
+ Adept at interpreting financial information to derive business insights
+ Ability to synthesize complex data into an easy-to-understand message
+ Experience with prioritizing multiple requests and managing tight deadlines
+ Highly motivated with strong sense of accountability, initiative, and a 'can-do' attitude
+ Strong customer focus with ability to anticipate needs and desire to meet them
+ Proven people leadership skills demonstrating ability to develop and inspire through coaching and recognition
+ Knowledge of Oracle and TM1 required
**Preferred Qualifications:**
+ Financial Planning & Analysis experience strongly preferred
+ Cornerstone a plus
**Qualifications**
Salary Range: $130,000.00 to $205,000.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Finance
**Primary Location:** US-New York-New York
**Schedule** Full-time
**Req ID:** 25013500
Strategic Finance Lead (Senior Financial Planning & Analysis)
Posted 26 days ago
Job Viewed
Job Description
Utility Profit is reimagining the moving experience for renters and property managers. Our platform is the first-ever national database of utilities and telecom services, making it effortless for renters to discover service options specific to their home—and enabling property managers to unlock new revenue streams and reduce operational headaches.
We’re a profitable, product-led startup growing rapidly and focused on sustainable, capital-efficient growth. Our outsourced finance firm manages bookkeeping and accounting, while we look to bring in a strategic finance partner to lead planning and analysis as we scale.
We’re scaling fast and making serious waves in the real estate tech space. Founded by the team behind Favor (acquired by H-E-B), we’ve raised $15M+ from top-tier investors (the same ones behind SpaceX and PayPal).
About This RoleYou’ll own financial planning and analysis at a fast-growing startup scaling quickly. You’ll work closely with the CEO and cross-functional teams—including sales, marketing, and product—to build and maintain financial models, track pacing, and ensure tight cost control.
This is a high-impact, hands-on role for someone who can independently manage forecasting, budgeting, and scenario planning in a lean, founder-led organization. You’ll be a key partner in helping the company deliver strong, predictable financial results every quarter.
Own Financial Modeling: Build and maintain detailed models covering revenue, expenses, cash flow, and headcount.
Lead Budgeting: Collaborate with department heads to create and manage quarterly budgets.
Track Performance: Monitor budget vs. actuals and flag risks or opportunities early.
Analyze Metrics: Deep dive into unit economics, gross margins, and key financial KPIs.
Scenario Planning: Support growth and hiring decisions with dynamic “what-if” analyses.
Coordinate Monthly Close: Work with our outsourced accounting team to ensure clean, accurate financial data.
Drive Cost Discipline: Identify and help implement cost control measures across the company.
Support Planning Cadence: Help prepare for quarterly business reviews and strategic planning sessions.
Scale Finance Function: Provide input on how to evolve the finance org as we grow.
5+ years of experience in FP&A, strategic finance, or business operations, ideally at a high-growth startup.
Proven ability to build and own financial models and forecasting processes.
Experience working cross-functionally with sales, marketing, and product teams.
Strong analytical skills and a hands-on, scrappy approach to problem-solving.
Excellent communication skills, able to clearly explain financial concepts to non-finance stakeholders.
Comfortable working independently in a flat, fast-paced environment.
Located within the greater-Austin area, with the ability to work in the office 3 days a week.
Base Salary: $45,000 – $1 0,000, depending on experience & confidence in impact.