39 Financial Analysts jobs in Scarsdale

Description
Financial Planning & Analysis Associate
Norwalk, Connecticut (Hybrid - Primarily Remote)
About the Role
Our client is seeking a motivated Financial Planning & Analysis (FP& A) professional with 1-3 years of experience who's eager to grow within a collaborative and supportive environment. This is an excellent opportunity for someone looking to expand their career in financial analysis and gain exposure to high-level corporate finance functions.
Why You'll Love It Here
+ Career Growth: Junior-level role with strong advancement potential
+ Supportive Team: Comprehensive training and mentorship
+ Great Benefits: Medical, Dental, Vision, and 401(k) with company match
+ Work-Life Balance: Primarily remote, with only 3 days on-site
What You'll Do
+ Analyze monthly results by comparing actual performance vs. forecasts, prior periods, and key benchmarks
+ Prepare pricing summaries and ensure accurate, timely financial tracking
+ Develop monthly reports comparing budgeted vs. actual fixed operating expenses
+ Use Power BI dashboards for data visualization and enhanced reporting
+ Conduct ad hoc financial analyses to support strategic business decisions
+ Partner with cross-functional teams to forecast and project fixed operating expenses
Requirements
+ 2+ years of experience in FP& A, financial modeling, or a related role
+ Strong analytical and problem-solving skills; comfortable working with large datasets
+ Excellent communication and collaboration skills across departments
+ Ability to manage multiple priorities in a fast-paced environment
+ Solid understanding of income statements, variance analysis, and key financial metrics
+ Bachelor's degree in Finance, Accounting, Economics, or related field
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**Job Summary**
A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are an expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and private business owners. Seeking dedicated professional to further accelerate the growth of established practice.
**Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $100,000.00 to $145,000.00 base salary.**
**Essential Duties and Responsibilities**
- Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
- Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
- Researches and provides recommendations related to risk management concerns, including insurance.
- Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
- Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
- Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan.
- Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case.
- Prepares files for meetings with existing and new clients.
- Prepares, coordinates and follows through on any needed communication with new or existing clients.
- Continuously monitors clients' financial situations with detail and accuracy, with the ability to the look at their overall financial picture.
- Responds to client questions by telephone, email and occasional personal visits.
- Educates client on the functions of various securities markets and the principal factors that affect them.
- Provides guidance on estate planning options and techniques.
- Responds to and directs education funding questions including 529 savings plans.
- Assists with guidance on small business planning.
- Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
- May participate in client presentations.
- May open, transfer, and close customer accounts and maintain appropriate account records.
- May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
- Ensures practice and regulatory policies are followed within compliance standards
- Perform other duties and responsibilities as assigned.
**Education/Previous Experience**
- Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in the
financial, retirement and estate planning field or in marketing these services.
**Licenses/Certifications**
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7.
- Series 63, 65 and/or 66 as required by state.
- Certified Financial Planner (CFP) designation preferred.

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (Net Interest Income), Legal Entity Balance Sheet, SLR and GSIB.
As a Vice President within the Commercial & Investment Bank (CIB) Treasury P&A team, you will play a critical role in managing P&A activities and partnering with various key stakeholders across LOB Product Control, and LOB/Firmwide functional groups to promote CIBT's critical resource optimization needs. You will deliver regular P&A cycles across key financials such as Balance Sheet, SLR, and more, while monitoring and analyzing business-level Balance Sheet usage and volatility. You will collaborate with CIB business lines for future balance sheet needs and provide ongoing updates to the CIB Treasurer. Additionally, you will contribute to all CIBT P&A's communications/presentations to senior management, including C-suite or the Operating Committee, and partner with other CIBT functions to monitor, analyze, and influence resource usage.
**Job responsibilities**
+ Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc.
+ Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
+ Provide ongoing updates to CIB Treasurer
+ Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
+ Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
+ Provide ad-hoc analysis supporting key deliverables such as earnings etc.
+ Oversee control and efficiency initiatives, improving control documentation and process efficiency
**Required qualifications, capabilities and skills:**
+ At least 7 yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
+ Proven record in high complexity/intensity environment
+ Strong understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
+ Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
+ Meticulous attention to detail
+ Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
+ Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
+ Strong relationship management skills
+ Proficiency in Excel
+ Competent use of Alteryx, Tableau and AI tools
**This position is not eligible for sponsorships.**
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**
Brooklyn,NY $128,250.00 - $190,000.00 / year

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.
As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.
**Job responsibilities**
+ Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
+ Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
+ Provide ongoing updates to CIB Treasurer
+ Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
+ Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
+ Provide ad-hoc analysis supporting key deliverables such as earnings etc.
+ Contribute to control and efficiency initiatives, improving control documentation and process efficiency
**Required qualifications, capabilities and skills**
+ 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
+ Strong understanding of accounting principles, balance sheet and CIB product
+ Proven record in high complexity/intensity environment
+ Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
+ Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
+ Meticulous attention to detail
+ Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
+ Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
+ Strong relationship management skills
+ Proficiency in Excel
+ Experience with Alteryx, Tableau, and AI tools
**This position is not eligible for sponsorships.**
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**
Brooklyn,NY $99,750.00 - $140,000.00 / year

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (Net Interest Income), Legal Entity Balance Sheet, SLR and GSIB.

As a Vice President within the Commercial & Investment Bank (CIB) Treasury P&A team, you will play a critical role in managing P&A activities and partnering with various key stakeholders across LOB Product Control, and LOB/Firmwide functional groups to promote CIBT's critical resource optimization needs. You will deliver regular P&A cycles across key financials such as Balance Sheet, SLR, and more, while monitoring and analyzing business-level Balance Sheet usage and volatility. You will collaborate with CIB business lines for future balance sheet needs and provide ongoing updates to the CIB Treasurer. Additionally, you will contribute to all CIBT P&A's communications/presentations to senior management, including C-suite or the Operating Committee, and partner with other CIBT functions to monitor, analyze, and influence resource usage.

Job responsibilities

• Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc.
• Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
• Provide ongoing updates to CIB Treasurer
• Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
• Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
• Provide ad-hoc analysis supporting key deliverables such as earnings etc.
• Oversee control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills:

• At least 7 yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
• Proven record in high complexity/intensity environment
• Strong understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
• Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
• Meticulous attention to detail
• Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
• Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
• Strong relationship management skills
• Proficiency in Excel
• Competent use of Alteryx, Tableau and AI tools

This position is not eligible for sponsorships.

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
Brooklyn,NY $128,250.00 - $190,000.00 / year

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.

As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.

Job responsibilities

• Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
• Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
• Provide ongoing updates to CIB Treasurer
• Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
• Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
• Provide ad-hoc analysis supporting key deliverables such as earnings etc.
• Contribute to control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills

• 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
• Strong understanding of accounting principles, balance sheet and CIB product
• Proven record in high complexity/intensity environment
• Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
• Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
• Meticulous attention to detail
• Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
• Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
• Strong relationship management skills
• Proficiency in Excel
• Experience with Alteryx, Tableau, and AI tools

This position is not eligible for sponsorships.

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
Brooklyn,NY $99,750.00 - $140,000.00 / year

This role is for an experienced professional to join the Regulatory and Controls team within Corporate Central Planning & Analysis!

As a Financial Planning & Analysis, Senior Associate in Corporate Stress Testing, you will be responsible for the execution of the Comprehensive Capital Analysis & Review and Risk Appetite (CCAR) stress testing forecasts. You will work on stress forecasting calculations, preparing presentations and multiple complex projects. You will also work closely with the central teams, Controllers, Control Management, and multiple functions within Corporate Functions.

JPMorgan's Corporate Sector encompasses more than $15B of annual operating expense and 45,000+ employees across Enterprise Technology, Global Real Estate, Corporate Finance, Corporate HR, and Legal, among others. The Corporate Sector Planning & Analysis team supports and partners with Corporate Sector Chief Financial Officer's and their Finance & Business Management teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities. The team also provides support for Firm wide Planning & Analysis, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups. Corporate Planning & Analysis.

Job responsibilities

• Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
• Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
• Participate in and support ad-hoc special projects and requests as needed
• Provide timely and concise updates and escalate issues appropriately
• Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills

• BA/BS in Finance or Accounting
• 5+ years of experience
• Advanced skills in Excel, Essbase and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Advanced verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Self-starter with excellent time management/prioritization skills
• Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Demonstrated ability to partner well, mentor and influence others

Preferred qualifications, capabilities and skills

• CFA, CPA, MBA
• Experience in the financial services industry
• Experience with CCAR

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 $9,750.00 - 140,000.00 / year

**Our Purpose**
_Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Director, Financial Planning & Analysis - Commercial & New Payment Flows Finance
Overview
Join a high-impact team where strategic finance meets executive leadership. Commercial and New Payment Flows (CNPF) is Mastercard's strategic organization focused on innovating commercial payments and enabling smarter, faster, and more secure ways for businesses to pay, get paid, and manage capital. It supports innovation across a wide range of payment flows, helping expand Mastercard's reach and impact in the evolving payments landscape.
As Director of FP&A, you will play a pivotal role in shaping the financial future of the organization, with daily interaction with the CNPF CFO and regular engagement with senior executives across Finance and the business.
Role
- Lead Financial Close & Analysis
Own the monthly and quarterly financial close process, delivering insightful variance analysis against budget, forecast, and prior year. Provide strategic, business-driven commentary to senior management.
- Strategic Planning & Forecasting
Drive the development of the annual operating plan, long-range planning, and rolling forecasts. Ensure accurate data integration into Hyperion and other planning tools.
- Executive-Level Reporting
Develop and manage standardized financial reporting packages, including KPIs and business metrics. Prepare quarterly operating reviews and CEO-level presentations that link financial performance to strategic objectives.
- Business Partnership & Advisory
Act as a trusted advisor to business unit leaders, leveraging deep financial expertise to guide decision-making. Communicate external market dynamics and competitive forces that impact performance.
- Performance Management & Risk Mitigation
Identify revenue risks and opportunities, support enterprise risk management initiatives, and foster a strong control environment.
- Process Improvement & Automation
Lead initiatives to streamline budgeting, forecasting, and reporting processes. Build and maintain financial models and tools that enhance efficiency and scalability.
- Cross-Functional Collaboration
Partner with regional and functional teams to ensure alignment with financial targets. Deliver clear, actionable insights through variance analysis and strategic commentary.
- Leadership & Talent Development
Manage and coach a high-performing team. Conduct goal setting, performance reviews, and career development planning to build organizational capability.
All About You
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
- Progressive experience in financial planning & analysis, preferably in a global or matrixed organization.
- Proven ability to lead strategic planning, budgeting, and forecasting cycles with precision and insight.
- Strong command of financial systems and tools (e.g., Hyperion, SAP, Oracle, Power BI); advanced Excel and modeling skills required.
- Exceptional communication and presentation skills, with the ability to influence senior stakeholders, analyze and translate complex financial data into actionable insights.
- Demonstrated success in driving financial process improvements and automation initiatives.
- Experience working closely with executive leadership, including CFOs and cross-functional teams.
- Strong leadership and people development capabilities; experience managing and coaching junior level staff.
- High level of business acumen and strategic thinking, with a proactive and solution-oriented mindset.
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more.
**Pay Ranges**
Purchase, New York: $147,000 - $228,000 USD