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Senior Financial Planning And Analysis Analyst

Posted yesterday

green key resourcesNew York (NY)

SENIORITY

Senior

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About the role

Job Detail Experience Level Manager Degree Type Bachelor of Science (BS) Employment Full Time Working Type HybridJob Reference 0000021633 Salary Type Annually Industry Financial Services; Real Estate; Commercial Real Estate Selling Points Contribute to strategic financial initiatives in a stable, growth-oriented organization. Gain exposure to top management and high-level decision-making processes. Enhance your financial modeling expertise and analytical skills.
Job Description
Senior Financial Planning and Analysis Analyst Overview:
  • The Senior Financial Planning and Analysis Analyst role offers a dynamic opportunity to contribute to strategic financial initiatives.
  • Collaborate with top management in a publicly traded organization to deliver impactful financial insights and analyses.
  • Gain exposure to high-level decision-making processes and enhance your financial modeling expertise.
  • Work within a stable and growth-oriented environment with opportunities for mentorship and professional development.
  • Contribute to the preparation of Board of Directors' reporting packages and investor presentations.
  • Develop and maintain complex financial models to support strategic initiatives and forecasts.
  • Participate in hybrid work arrangements, ensuring flexibility and work-life balance.
  • Join a team that values analytical thinking, problem-solving, and continuous learning.
  • Senior Financial Planning and Analysis Analyst Key Responsibilities & Duties
  • Coordinate and prepare Board reporting packages and investor presentations with precision and timeliness.
  • Develop quarterly forecasts and perform strategic "what-if" analyses to support decision-making.
  • Create and maintain detailed financial models, including P&L, balance sheet, and cash flow projections.
  • Organize and oversee the preparation and distribution of external financial press releases.
  • Perform monthly, quarterly, and ad-hoc financial statement reports and analyses for management.
  • Support Finance and Accounting initiatives for process improvements and systems upgrades.
  • Administer the company's dividend process, ensuring accurate and timely execution.
  • Prepare schedules to assist the CFO in communication with analysts and investor relations activities.
  • Conduct variance analyses, cost allocations, and provide other financial analyses as needed.
  • Senior Financial Planning and Analysis Analyst Job Requirements
  • Bachelor's degree in Finance or Accounting is required; advanced degrees are preferred.
  • Minimum of 5 years of professional experience, including 2 years in financial modeling.
  • Proficiency in Microsoft Excel financial modeling and experience with financial systems automation.
  • Strong analytical thinking, problem-solving skills, and attention to detail are essential.
  • Ability to work under pressure, prioritize tasks, and meet deadlines with accuracy.
  • Knowledge of GAAP and financial principles, with experience in real estate or mortgage banking preferred.
  • Excellent organizational skills and ability to build partnerships across departments.
  • Experience with SEC reporting requirements and investor relations activities is advantageous.
  • Demonstrated learning agility and receptiveness to feedback for continuous improvement.

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