Senior Manager, Financial Planning – Analysis

Wealth.com

Senior Manager of Financial Planning & Analysis transforming financial data into strategic insights at Wealth.com. Collaborating with leadership and functional departments to guide corporate strategy through data-driven analysis and models.

Posted 7/13/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $180,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, leveraging advanced financial modeling and AI tools like Claude and Gemini to enhance decision-making and operational efficiency. Strong analytical and presentation skills are essential for translating complex financial data into actionable insights for leadership.

Highest-signal resume keywords

Financial Planning And AnalysisAdvanced Financial ModelingGenerative AI IntegrationData VisualizationPresentation And Storytelling Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingData AnalysisMS ExcelPowerPointFinancial ForecastingScenario PlanningData ExtractionQuantitative AnalysisBusiness Trend MappingOperational Data Aggregation

Soft Skills

Analytical AbilitiesInfluencing Senior ExecutivesAdaptability To ChangeCollaborationCommunication

Tools & Technologies

ClaudeGeminiOmniTableauLooker

Industry Keywords

Investment BankingManagement ConsultingTechnology Start-UpFP&AAccounting

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Help design, implement, and manage the company's continuous rolling forecast and financial planning processes
Champion the use of modern AI workflows (specifically leveraging Claude and Gemini) to automate manual inputs, streamline coding scripts for data manipulation, and run real-time scenario planning
Construct sophisticated, scalable financial models from scratch to backstop proposed business development, pricing strategies, and core corporate strategic initiatives
Gather, synthesize, and translate complex financial results into clear, narrative-driven insights and presentations for the leadership team and Board of Directors
Collaborate closely with functional departments to aggregate financial and operational data, map business trends, and identify critical optimization opportunities
Partner directly with the Accounting team to streamline monthly, quarterly, and year-end close cycles by ensuring tight integration between financial models and actual system results
Manage key inputs for the company's operating model
Support the Sales and Product teams through deep financial analysis
Prepare reports for the leadership team
Assist the Accounting team with monthly, quarterly, and year-end closings of the books and records

Requirements

What you’ll need

Bachelor's degree with a major in Accounting, Finance, Economics, or a quantitative field (e.g., Data Science)
Minimum 4-6 years of progressive experience, ideally with an investment banking or management consulting background and more recent FP&A experience within a technology start-up
Ability to thrive in an individual contributor capacity where you will own the entire workflow from data extraction to executive synthesis
High tolerance for ambiguity and ability to manage changing priorities dynamically
Strong comfort with and curiosity for integrating generative AI tools (specifically Claude and Gemini) into daily workflows to augment financial analysis, speed up research, and refine communications
Exceptional analytical abilities coupled with advanced MS Excel and PowerPoint skills
Outstanding presentation and storytelling skills
Proven ability to confidently influence and guide senior executive decision-making
Familiarity with data visualization platforms like Omni, Tableau, or Looker

Benefits

Comp & perks

Hybrid work arrangement in New York City (minimum 3x a week)
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% company-paid basic life insurance, short-term and long-term disability insurance.
100% paid parental leave upon eligibility.
Company equity managed through Carta.
401k with match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!