87 Financial Analysis jobs in New York

As a Payments Technology Financial Analysis-Vice President in our Finance Management team, you will be responsible for providing financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will deliver value-added financial reporting and analysis that will help direct strategic direction and decision making, while collaborating with managers and peers across Finance and Business Management.

Job responsibilities

• Develop annual financial budgets and associated forecasts, initiatives, and investments
• Perform variance analysis to understand the key pushers of the results and provide commentary explaining changes from prior forecasts/budgets
• Produce weekly/monthly/quarterly and ad hoc reporting of the results for senior management
• Manage vendor related expenses, review accruals and approve contracts
• Understand headcount trends and approve hiring
• Enhance controls and streamline processes, introducing automation where possible
• Work on projects to push consistency and create synergies across the Finance Management (FM) and Planning & Analysis (P&A) teams
• Coaching, mentoring, and development of junior team members

• Bachelor's degree required
• 6+ years of relevant work experience, in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel and PowerPoint

• Demonstrated experience in the consolidation, review, analysis and presentation of Financials preferred
• Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
• Excellent oral and written communication and relationship management skills/ Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure

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
Jersey City,NJ $128,250.00 - $90,000.00 / year; Brooklyn,NY 128,250.00 - 190,000.00 / year

This range is provided by Longacre Square Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$150,000.00/yr - $80,000.00/yr

Annual Bonus

Longacre Square Vice President/ Senior Vice President, Financial Analysis

Longacre Square Partners (LSP) is hiring a Vice President or Senior Vice President to support analysis of corporate issuers’ financial results for use in business communications.

LSP is a leading strategy and communications firm that represents many of the world’s top asset managers, financial institutions, and public and private companies. We pair high-touch senior counsel with full-service capabilities to enable our clients to elevate their brands, manage their reputations, and shape their stakeholders’ perceptions. Notably, we are a recognized industry leader when it comes to advising investors and public market participants navigating activism campaigns, corporate governance matters, mergers & acquisitions, complex transactions, litigation, restructurings, executive transitions, and other strategic or transformative events.

Qualifications and Experience

A successful Vice President/ Senior Vice President candidate will have:

• Minimum 5-7 years’ experience in equity research (sell-side or buy-side), capital markets, investor relations, or related work
• Bachelor’s degree in finance, economics, business, accounting, political science, or liberal arts
• A strong interest in business, financial markets, corporate governance and economic policy
• Ability to conduct research, analyze financial data, and articulate incisive conclusions to support strategic advice to clients across all industries
• Experience effectively communicating to financial audiences, especially financial media, at critical moments
• Excellent written and verbal communications skills
• The ability to meet deadlines and thrive in a fast-paced environment
• Perfectionist attitude toward delivering high-quality, error-free information for clients
• Proactive, highly motivated, flexible and team-oriented, with the ability to handle multiple projects concurrently
• Experience working with Bloomberg, FactSet, LSEG Workspace, or other market data providers
• Advanced knowledge of Microsoft Office, including Word, Excel, and PowerPoint
• Financial modeling proficiency; completion of an investment bank training program, CFA Level 1, or similar a plus

As a Vice President/ Senior Vice President at LSP, you will play a key role in supporting the day-to-day operations on our client accounts, including:

• Supporting client teams with research and financial analysis to be used in applications related to investor relations, communications, corporate governance, and shareholder engagement
• Managing the development of key client documents by drafting, editing, and routing documents through internal and external review processes
• Overseeing research assignments on fast-moving situations with tight deadlines; distilling a large amount of information into the most impactful and helpful points
• Adapting deliverables and advice in response to broadcast, print, and online media coverage of clients and client issues
• Drafting client-facing materials (e.g. press releases, fact sheets, talking points, etc.)
• Supporting LSP’s new business development process, including contributing to proposals, pitch decks, background research, and competitive analysis

What we offer:

• A collaborative, inclusive culture founded on the ideas that people are our greatest asset and your opinion is valued
• Meritocratic approach to upward mobility
• Hybrid work environment that offers the flexibility and balance of remote work and collaborating in office
• Highly competitive compensation packages, including strong base salary and bonus potential, along with benefits packages, including 401(k), medical, dental, and vision
• Generous paid time off for vacation, sick, and personal days

The target base salary for this position is $150,000-180 000 in addition to a competitive benefits and bonus package (as applicable). Compensation is determined by several factors, including location, job-related knowledge, skills, and experience.

If you are interested in a high-growth opportunity with a firm that is involved with many of Wall Street’s most newsworthy developments and situations, we want to hear from you. LSP is an equal opportunity employer, committed to an inclusive culture that reflects a multitude of backgrounds, perspectives, and skills. Learn more on our website:

Executive

Full-time

Business Development and Sales

Public Relations and Communications Services

With over 50 years of history as a global innovator in entertainment technology, IMAX is the gold standard in immersive entertainment. We are the go-to, end-to-end premium technology platform for the world's greatest filmmakers and creators - giving them the tools to realize their visions to the fullest. As a result, IMAX attracts the most skilled and accomplished professionals in entertainment and technology. Our global teams merge technical, creative and operational expertise, deep industry relationships spanning the world, and an agile, entrepreneurial approach that prioritizes quality and innovation. Our success is driven by our people. We cultivate our unique culture by fostering strong team connections, recognizing and rewarding excellence, and creating a workplace that empowers success. By working together in service of our mission, we push the limits of human imagination and transcend the ordinary. Job Description : This role will assist in numerous aspects of the FP&A process for the Company. This role provides analysis and support for the Company's internal budgeting, forecasting and monthly reporting processes.What You'll Do : Assist in the quarterly forecast and annual budget processes and perform detailed review and analysis of budget and prior year variancesAssist in the preparation of forecasts including data mining, analysis, upload submissions to forecast model, update and ensure accuracy of dataAssist in KPI identification and measurement and create reports related to those key business KPIsProvide ad hoc, in-depth analysis on different business areas of the Company as well as within the industryGenerate and update monthly financial reports, coordinate and distribute departmental detail to operational managersProvide financial analysis and forecasting support related to balance sheet and cash flow reportingRun financial reports, populate Executive Reporting templates and prepare reports for managementAssist in the preparation and analysis of the monthly reporting for Senior Management TeamMonitor annual budget monthly by comparing revenues and expenses by departmentServe as a liaison to the different departments within the finance / accounting groupSpecial projects and other tasks / responsibilities including supporting roll-out and adoption of new systems and toolsCollaborate closely and assist other team members through the monthly and quarterly processes as well as on adhoc projectsWhat You'll Need : Bachelor's degree in Finance, Accounting, or related field3+ years of related working experienceOverall understanding of financial statements as well as budgeting and budget analysisProven skills in analysis, statistics, and logic in developing and interpreting dataStrong proficiency in Microsoft Excel including using advanced functions for modelingInsatiable curiosity to acquire deeper understanding of the business and financial results and trendsStrong work ethic including traits of persistence, thoroughness and attention to detailPreference for working in office and closely collaborating with others in the teamKnowledge of SAP software platforms such as SAC, BPC and BW a plusExperience in media and entertainment industry a plusPublic company experience a plusNice to Have : Strong analytical thinker - ability to quickly understand and articulate the financial drivers of a business while employing creative problem solving to support decision makingDesire to become a high performer - mindset to constantly look for ways to take analysis further and improve the work product and support deliveredExcellent communication skills - The ability to convey information to another effectively and efficientlyOrganizational skills - Ability to use time, energy and resources effectively to achieve goalsDetail oriented - Achieves thoroughness and accuracy when accomplishing a task while employing a zero defects mentalityEffective team player - Willing to share information, knowledge and experience openly, take initiative to keep other team members informedCritical thinking skills - Making reasoned judgments that are logical and well-thought outCompensation : 75,599.00 - 105,000.00At IMAX, you will be part of a culture built on respect - we are committed to creating a welcoming and diverse atmosphere across our consideration, please apply online. We thank all applicants for their interest in IMAX but only those selected for an interview will be contacted.IMAX will consider for employment all qualified applicants, including those with criminal histories, or arrest or conviction records, in a manner consistent with applicable state and local laws, including the City of Los Angeles' Fair Change Initiative For Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act, where applicable. Create a job alert for this search Financial Planning Analyst • White Plains, NY, United States #J-18808-Ljbffr

Sr. Financial Planning & Analysis AnalystJoin to apply for the Sr. Financial Planning & Analysis Analyst role at MillenniumSoft IncSr. Financial Planning & Analysis Analyst11 months ago Be among the first 25 applicantsJoin to apply for the Sr. Financial Planning & Analysis Analyst role at MillenniumSoft IncGet AI-powered advice on this job and more exclusive features.Position: Sr. Financial Planning & Analysis AnalystLocation : Franklin Lakes, NJDuration : 8+ Months contractTotal Hours/week: 40.001st ShiftClient: Medical Device CompanyLevel Of Experience: Senior LevelEmployment Type: Contract on W2 (Need US Citizens Or GC Holders Only)No H1b’sAs Sr. Analyst II you will report directly to the Finance Director of the Diabetes Care business, and will be supporting the United States. You will be expected to provide financial, business and analytical support to the US team. You will also manage the month-end closing process for the U.S., ensuring compliance with corporate policies, regulations, and generally accepted accounting principles(overview statement).Key Responsibilities Will Includeprepare & review with management the monthly net revenue estimate, and monthly financial statementsprepare & post journal entries, and prepare account analyses and reconciliationsPrepare budgets, quarterly projections and the ASR for the U.S.prepare and submit budgets/projections into BPCsupport U.S. Commercial team in analyzing & forecasting revenue through standard gross profit and department spendingUnderstand and provide analysis of the operating results for the U.S.Participate in the global S&OP process in conjunction with operations and marketing; attend U.S. demand consensus and supply review meetings to ensure alignment between demand, supply and financial projectionsWork closely with the team in the US to understand key revenue drivers, investment opportunities to drive revenue, cost reduction initiatives, budget/projection matters, etc.Provide support, guidance and ad-hoc analyses to the U.S. team as neededIdentify and implement process optimization in the general accounting, financial reporting, and forecasting processes by researching and assessing established practicesAssist in coordinating, testing and/or review of Sarbanes-Oxley controlsEducation And Experience RequiredBachelor's degree in accounting or finance, with a minimum of 5+ years relevant finance experience with a focus on planning, budgeting, forecasting, financial analysis, and reporting. Month-end close activities' experience preferred.A CPA, CA or other equivalent certifications, or working toward qualification desirable.Highly proficient in working with Microsoft Excel and reasonably proficient with other common applications such as MS Word and MS PowerPoint, and a proven understanding of SAP, Business Warehouse and BPC.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesStaffing and RecruitingReferrals increase your chances of interviewing at MillenniumSoft Inc by 2xGet notified about new Senior Financial Planning Analyst jobs in Franklin Lakes, NJ.New York, NY $120,000.00-$35,000.00 1 week agoInvestment Banking Analyst, Equity Capital MarketsNew York City Metropolitan Area 110,000.00- 125,000.00 2 weeks agoNew York, NY 50,000.00- 115,000.00 4 weeks agoNew York City Metropolitan Area 2 weeks agoInvestment Banking Analyst/Associate | Equity-Linked Capital MarketsNew York, NY 110,000.00- 225,000.00 1 week agoNew York, NY 90,000.00- 110,000.00 2 weeks agoEmerging Markets Equity Analyst - New YorkNew York, NY 95,000.00- 125,000.00 1 week agoNew York, NY 79,000.00- 99,000.00 1 week agoNew York, NY 105,000.00- 115,000.00 1 week agoNew York City Metropolitan Area 70,000.00- 90,000.00 2 weeks agoInvestment Banking Analyst (ILS Focused)New York, NY 110,000.00- 120,000.00 2 weeks agoNew York, NY 125,000.00- 175,000.00 4 weeks agoNew York, NY 90,000.00- 110,000.00 1 month agoNew York City Metropolitan Area 3 weeks agoAsset & Wealth Management, Growth Equity Investing, Analyst - New YorkNew York, NY 75,000.00- 85,000.00 3 weeks agoNew York, NY 175,000.00- 225,000.00 1 week agoInvestment & Corporate Banking – Leveraged Finance, AnalystNew York, NY $1 0,000.00- 130,000.00 2 weeks agoNew York, NY 150,000.00- 175,000.00 2 weeks agoNew York, NY 90,000.00- 105,000.00 1 week agoNew York, NY 140,000.00- 153,000.00 1 week agoBrooklyn, NY 85,000.00- 100,000.00 3 weeks agoInvestment Banking Analyst, Private Capital Markets (Equity)New York, NY 110,000.00- 125,000.00 1 week agoNew York, NY 120,000.00- 140,000.00 3 weeks agoNew York, NY 90,000.00- 120,000.00 1 week agoAnalyst, Infrastructure & Project Finance - New York, NYNew York, NY 110,000.00- 120,000.00 2 weeks agoNew York City Metropolitan Area 2 months agoInvestment Banking - Mid-Cap Investment Banking - AnalystInvestment Banking - Financial Institutions Group - AnalystWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Financial Planning & Analysis Analyst, PRO Join to apply for the Financial Planning & Analysis Analyst, PRO role at Ralph Lauren . Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration. Ralph Lauren Corporation is seeking an ambitious and highly analytical person to join the Ralph Lauren North America Retail FP&A team. The individual will work together with key business partners to support the group’s baseline financial operations including driving the budget, forecasting, monthly financial close and reporting processes. A key portion of the job will be monthly financial analysis and reporting, forecasting, annual planning and ad-hoc analysis. The ideal candidate will be a proactive and strategic financial professional with the ability to multi-task with a high degree of analytical proficiency and integrity. This position requires good foundational knowledge and experience in finance/accounting and a firm understanding of both financial and retail concepts with ability to work with wide range of business partners as their finance partner and resource. Primary Responsibilities Include, But Are Not Limited To P&L Management Perform monthly close, forecasting, and reporting objectives for North America B&M Retail. Analyze operating results against budgets and prior year (variance analyses) and compile all deliverables per monthly timelines. Prepare monthly forecasts for store level expenses, and overhead expenses; Engage functional and corporate partners to update forecasts for supply chain, rent/occupancy/depreciation, marketing, store operations, and creative/brand presentation. Participate & oversight of monthly close process (reclasses, accruals, etc.), ensuring proper entries are recorded by Corporate Accounting that appropriately reflect business activities. Serve as a Finance resource to business in managing expenses. Liaise with business partners on regular basis to gather information and provide reporting and information as needed to facilitate informed financial decision-making by business and achievement of budget/forecast targets. Assist departmental leads in identifying risks, efficiencies and/or opportunities through analysis. Alert management to potential areas of exposure and recommend solutions to ensure on-budget performance. Create executive level reporting to inform and facilitate decision-making. Identify and perform focused analysis of key business drivers to support operating & strategic initiatives. Provide support in the preparation of annual Budget and LRP process for B&M Retail divisions. Perform ad hoc analyses, prepare various reports and presentations. Process Analysis and Improvement Through financial partnership with business partners, ensure teams are following appropriate Corp and Financial policies/processes. Alert management of potential areas of exposure or risk of proper compliance. Analyze existing processes and identify process improvement opportunities and provide support as new processes are coordinated and put in place within and across divisions. Build finance reporting that leverages systemic reporting and global standards for consistency. Qualifications Experience, Skills & Knowledge Minimum of 2-3 years of Finance or Accounting experience; FP&A in a multinational or retail company preferred. Proficient in Microsoft Excel, Microsoft Word and Microsoft PowerPoint. Systems experience with SAP, Hyperion/Essbase, a plus. Excellent communication and presentation skills, both verbal and written, along with the ability to influence and demonstrate confidence in communications with senior level management. Strong organizational, analytical and interpersonal skills are required. Agile learner – able to quickly assimilate relationships between variables under analysis. Ability to manage multiple projects simultaneously, including deadline-sensitive priorities. Flexibility in adjusting and reprioritizing to meet changing needs in a fast-paced work environment. Must have highest degree of accuracy with a strong attention to detail. Must be self-motivated/self-starter with the ability to work independently. Team player possessing a strong work ethic. Seniority level Associate Employment type Full-time Job function Finance Industries Retail Apparel and Fashion Referrals increase your chances of interviewing at Ralph Lauren by 2x. Get notified about new Financial Planning Analyst jobs in Nutley, NJ . #J-18808-Ljbffr

Financial Planning & Analysis Analyst, PRO Ref #: W158706 Department: Finance City: Nutley State/Province: New Jersey Location: United States Company Description Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration. Position Overview Ralph Lauren Corporation is seeking an ambitious and highly analytical person to join the Ralph Lauren North America Retail FP&A team. The individual will work together with key business partners to support the group’s baseline financial operations including driving the budget, forecasting, monthly financial close and reporting processes. A key portion of the job will be monthly financial analysis and reporting, forecasting, annual planning and ad-hoc analysis. The ideal candidate will be a proactive and strategic financial professional with the ability to multi-task with a high degree of analytical proficiency and integrity. This position requires good foundational knowledge and experience in finance/accounting and a firm understanding of both financial and retail concepts with ability to work with a wide range of business partners as their finance partner and resource. Primary Responsibilities include, but are not limited to: P&L Management Perform monthly close, forecasting, and reporting objectives for North America B&M Retail. Analyze operating results against budgets and prior year (variance analyses) and compile all deliverables per monthly timelines. Prepare monthly forecasts for store level expenses, and overhead expenses; Engage functional and corporate partners to update forecasts for supply chain, rent/occupancy/depreciation, marketing, store operations, and creative/brand presentation. Participate & oversight of monthly close process (reclasses, accruals, etc.), ensuring proper entries are recorded by Corporate Accounting that appropriately reflect business activities. Serve as a Finance resource to business in managing expenses. Liaise with business partners on regular basis to gather information and provide reporting and information as needed to facilitate informed financial decision-making by business and achievement of budget/forecast targets. Assist departmental leads in identifying risks, efficiencies and/or opportunities through analysis. Alert management to potential areas of exposure and recommend solutions to ensure on-budget performance. Create executive level reporting to inform and facilitate decision-making. Identify and perform focused analysis of key business drivers to support operating & strategic initiatives. Provide support in the preparation of annual Budget and LRP process for B&M Retail divisions. Perform ad hoc analyses, prepare various reports and presentations. Process Analysis and Improvement Through financial partnership with business partners, ensure teams are following appropriate Corp and Financial policies/processes. Alert management of potential areas of exposure or risk of proper compliance. Analyze existing processes and identify process improvement opportunities and provide support as new processes are coordinated and put in place within and across divisions. Build finance reporting that leverages systemic reporting and global standards for consistency. Experience, Skills & Knowledge Qualifications: Minimum of 2-3 years of Finance or Accounting experience; FP&A in a multinational or retail company preferred. Proficient in Microsoft Excel, Microsoft Word and Microsoft PowerPoint. Systems experience with SAP, Hyperion/Essbase, a plus. Excellent communication and presentation skills, both verbal and written, along with the ability to influence and demonstrate confidence in communications with senior level management. Strong organizational, analytical and interpersonal skills are required. Agile learner – able to quickly assimilate relationships between variables under analysis. Ability to manage multiple projects simultaneously, including deadline-sensitive priorities. Flexibility in adjusting and reprioritizing to meet changing needs in a fast-paced work environment. Must have highest degree of accuracy with a strong attention to detail. Must be self-motivated/self-starter with the ability to work independently. Team player possessing a strong work ethic. Ralph Lauren will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance laws. #J-18808-Ljbffr

PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations, as well as private fund advisory and placement services to corporations, financial sponsors, institutional investors, and governments worldwide. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. Through PJT Park Hill, we also provide private fund advisory and fundraising services for alternative investment managers, including private equity funds, real estate funds, and hedge funds. At PJT Partners, we believe that having the best people is key to building an enduring franchise. We foster an inclusive culture that welcomes diverse perspectives and beliefs, enabling us to provide the best advice and insights to our clients. Responsibilities The Financial Planning & Analysis and Strategic Initiatives team at PJT Partners is seeking to hire an Analyst to support a broad range of deliverables. This role offers the opportunity to work in a fast-paced, high-impact environment with exposure to various corporate activities. Support strategic decision-making through reporting and analysis, focusing on company-wide financial planning. Prepare executive reports and presentations to summarize results and business outlook. Build and refine financial models for budgeting, forecasting, and planning initiatives. Create internal and external analyses, including market, competitive, and industry assessments. Drive modernization of reporting and analytics via technology platforms such as Anaplan and Workday. Support initiatives through business partnering, building and maintaining relationships across teams. Candidate Qualifications We seek highly motivated, analytical individuals with a record of excellence. Qualified candidates will possess: Bachelor's degree in Business Administration, Economics, Finance, or related field. Approximately 1-2 years of relevant experience. Exceptional problem-solving skills using advanced qualitative and quantitative analysis. Experience in analyzing complex financial statements. Strong communication skills, both written and verbal. High proficiency in Microsoft Excel and PowerPoint. Compensation & Benefits The expected annual base salary ranges from $80,000 to $90,000, influenced by role scope, location, and candidate qualifications. Compensation may also include bonuses and other incentives. Equal Opportunity Employment PJT Partners is an equal opportunity employer, committed to diversity and inclusion. We consider all qualified applicants without regard to race, color, religion, sex, pregnancy, national origin, age, marital status, sexual orientation, gender identity, disability, veteran status, or any other protected category. For accommodations during the application process, please contact Human Resources. California applicants: We consider qualified applicants with criminal records in accordance with applicable laws, including local fair chance ordinances. Applicants are encouraged to submit resumes in PDF format. Create a job alert for this search Financial Planning Analyst • White Plains, NY, United States #J-18808-Ljbffr

Elevate your career as a Senior Associate in our D&PS Planning & Analysis Team. In this dynamic role, you'll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance.

As a Senior Associate in the D&PS Planning & Analysis team, you will support financial planning and analysis functions within the CIB D&PS organization. Partner with various departments to provide insights and recommendations that drive strategic decision-making. Lead and coordinate budgeting and forecasting processes, and prepare management reports for Senior Management and Business Leads.

Job Responsibilities:

• Assist in managing the annual budgeting and forecasting processes.
• Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
• Produce presentations and analysis for key internal clients, including Senior Management.
• Develop, consolidate, and present qualitative and quantitative financial analysis.
• Create, maintain, and review financial models and analyses.
• Conduct deep dive analyses on key issues impacting clients.
• Collaborate with business partners to ensure timely and effective delivery of initiatives.
• Build and maintain strong relationships with key business stakeholders.
• Monitor key performance indicators (KPIs) and provide actionable insights.
• Ensure accuracy and integrity of financial data and reporting.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team environment and manage multiple priorities.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations.

• CFA, CPA, or MBA.
• Experience with Visual Basic and macros.
• Ability to build strong partnerships with colleagues and think strategically.

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
Jersey City,NJ 99,750.00 - 140,000.00 / year

Job Overview: We are seeking a highly skilled FP&A Analyst to join our dynamic finance team. The ideal candidate will play a key role in supporting financial planning, analysis, and strategic decision-making across the organization. You will leverage your strong analytical skills to deliver insightful financial reports, improve budgeting and forecasting processes, and help optimize the company's financial performance. Key Responsibilities: Financial Planning & Analysis : Assist in annual budgeting process and quarterly forecasts, ensuring accuracy and alignment with company goals. Help identify key drivers behind financial performance and provide actionable insights to management. Collaborate with department/site leaders to ensure business units are aligned with financial targets. Monitor key performance indicators (KPIs) and financial metrics, plan and participant counts, highlighting areas of improvement and recommending opportunities for growth. Reconcile transactions by comparing and correcting data. Reporting : Maintain monthly, quarterly, and annual financial reports for senior leadership and stakeholders. Provide ad-hoc financial analysis and reports to support strategic decision-making. Support data collection from different departments or systems (e.g., accounting, sales, HR) to compile relevant reports. Work closely with accounting and systems teams to enhance the use of financial systems and tools for reporting and analysis. Qualifications: Education : Bachelors degree in Finance, Accounting, Economics, or related field. Experience : 2+ years of experience in FP&A, financial analysis, or related fields, with a strong understanding of financial reporting, budgeting, and forecasting. Experience in integrating data from multiple sources (financial systems, spreadsheets, etc.) for consolidated reporting. Retirement industry experience is a plus. Experience in NetSuite is a plus. Skills : Financial modeling and analytical skills. Proficiency in financial analysis, budgeting, and forecasting tools. Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders. High attention to detail, ability to meet deadlines, and manage multiple projects simultaneously. Compensation & Benefits: Competitive salary based on experience. Comprehensive benefits package (medical, dental, vision, etc.). Retirement savings plan with company profit sharing match. Paid time off and holidays. #J-18808-Ljbffr