Financial Planning and Analysis

• Lead the week-to-week and month-to-month forecasting, tracking, and reporting of expenses and headcount.
• Ensure leadership receives accurate financial insights and reporting packs ahead of key business reviews.
• Collaborate cross-functionally with revenue operations, department budget owners, and global finance teams.
• Maintain and refresh monthly and weekly GTM expense and headcount forecasting models.
• Run the monthly soft-close process to bridge financial planning and accounting data while ensuring high precision across all financial outputs.
• Prepare comprehensive reporting deliverables, including Monthly Business Reviews, Finance Review Packs, and All Hands presentation materials for leadership.
• Assist with capacity planning, deal review processes, and annual budget consolidation as strategic projects evolve.

Financial Analyst, 6 month contract

• Partner with executive leaders and functional leaders to drive critical business decisions. Build trusted relationships and proactively surface insights, risks, and opportunities.
• Build and own financial models, including capacity and benefits modeling. Prepare strategic trade-off analyses that help leadership prioritize investments so Notion scales responsibly.
• Partner with Corporate Finance, Accounting, and cross-functional teams to deliver monthly and quarterly reporting and forecasting. Ensure accurate, timely reporting, providing clear variance explanations, and translating results into actionable recommendations for executives and functional leaders.
• Identify and implement AI and automation-driven improvements that allow financial processes to scale, drive real-time reporting, and enable impactful analyses.
• Deliver thoughtful ad hoc analyses for executive and business partner with strong judgment, speed, and attention to detail.

Strategic Finance, Business Partnership, Workflow Automation

• This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
• Job expectations include applying and expanding knowledge by completing required licenses and trainings.

Financial Solutions Advisor

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Complete research and maintain information databases as required.
• Work well as part of a team in a high stress environment and under tight deadlines.
• Develop good working relationships with peers and senior bankers in the Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Complete credit and corporate finance overview and analysis independently.
• Serve as support to the Managing Directors and be capable of making internal and external presentations.

Investment Banking Associate I/II

• Build and understand complex financial models
• Perform complex financial analysis with minimal oversight
• Create high-impact presentation materials using PowerPoint, Excel, Word
• Manage priorities while working on a number of high priority opportunities simultaneously

Investment Banking Associate II – Environmental Services

• Managing all aspects of the NAFS portfolio of tribal clients
• Underwriting loans and other credit products for complex tribal governments and their business enterprises
• Working with legal counsel to review and structure loan documentation
• Ongoing credit monitoring and analysis
• Monitoring individual clients and portfolio trends
• Serving as a focal contact point for ongoing communications with tribal and enterprise CFO's, and legal teams
• Performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests
• Monitoring and reviewing legal documentation
• Assisting product partners in cross-selling additional bank products

Vice President, Portfolio Management – Native American Financial Services Portfolio, Gaming

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products
• Applying and expanding knowledge by completing required licenses and trainings

• Key point of contact for our clients
• Purchase to Pay, Order to Cash and Month End Close cycles
• Lead, manage and coach client services representatives, associates and senior associates
• Support the clients month end close process as needed which may include reviewing journal entries and account reconciliations
• Prepare/Review client’s monthly financial statements including month over month variance analysis and / or actual to budget analysis
• Analyze and interpret financial information for client management and provide actionable insight and decision support
• Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements
• Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
• Establish engagement budgets
• Direct initial assessments, implementations and onboarding of new FAO clients
• Participate in meetings with new client prospects and in the proposal process

Financial Consulting Supervisor – Family Office

• Lead Deep Client Relationships
• Serve as the lead advisor and trusted partner for high-net-worth clients and families
• Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance
• Act as the “quarterback” across all aspects of clients’ financial lives
• Deliver Sophisticated Financial Planning
• Develop and oversee comprehensive financial strategies spanning: Retirement planning, Investment strategy, Tax planning, Estate and legacy planning, Risk management, Cash flow and wealth transfer strategies
• Translate complex financial concepts into clear, actionable recommendations that clients can confidently implement.
• Provide Investment Guidance
• Partner with CAPTRUST’s national investment resources to deliver customized portfolio strategies aligned with client goals and firm philosophy
• Guide clients through market events and evolving financial circumstances with clarity and confidence

Senior Financial Advisor

• Own and Improve Accounting Operations
• Manage the accounting function (internal team and/or external partners)
• Ensure accounting processes remain up to date, documented, and continuously improving
• Maintain clean, consistent expense categorization and a well-structured chart of accounts
• Ensure financial data pipelines and integrations remain accurate and reliable
• Own the accuracy of financial reporting across P&L, balance sheet, and cash flow
• Ensure Bills Are Paid
• Own the accounts payable process and controls
• Manage the people/vendors responsible for paying bills, wires, and ACH payments
• Ensure all payments are made accurately and on time
• Establish clear approval workflows and payment policies
• Deliver Department-Level Financial Clarity
• Build and maintain department-level P&Ls and cost reporting
• Help departments understand their costs and unit economics, for example:
• - CX team costs and unit economics
• - Photography team unit economics
• - Showroom profitability by location
• Present financial information in clear, digestible formats that department leaders can use
• Track trends over time and help teams understand what’s driving changes
• Act as a Thought Partner to CEO and Department Heads
• Partner with department leaders to evaluate plans, experiments, and operational changes
• Help think through tradeoffs, ROI, and cost implications of decisions
• Provide financial perspective on headcount changes, tooling investments, and process improvements
• Support leadership in making data-informed, economically sound decisions
• Support team leaders in vendor contract negotiations
• Support leadership in budgeting and projections

Director of Finance

• Design and implement training programs for onboarding, skills refreshers, and updates on regulatory or payer changes.
• Serve as a real-time support resource for staff handling escalated or complex financial navigation issues.
• Create and maintain training materials including workflow documents, payer reference guides, and tip sheets.
• Support the accurate completion of Good Faith Estimates, self-pay workflows, and insurance education efforts.
• Analyze trends in coverage denials or payment delays and deliver targeted education based on root-cause findings.
• Collaborate with the CBO and other revenue cycle partners to promote consistency in financial documentation and patient communication.
• Host workflow review meetings and case study discussions to encourage best practice sharing and peer learning.
• Remain current on insurance requirements, coding updates, and federal patient protection regulations.
• Provide coverage for front-line navigation needs during periods of high volume or staff shortage.
• Evaluate the effectiveness of training and propose adjustments based on performance metrics and team feedback.
• Performs other duties as assigned.

Senior Financial Navigation Specialist

• Build and maintain property-level and consolidated forecast models for use in quarterly reforecasts and annual budgeting cycles.
• Perform variance analysis and trend identification, summarizing findings for senior leadership.
• Analyze large datasets to audit financial results and ensure accuracy across systems.
• Develop cash flow projections for a portfolio of assets and provide meaningful insights on future performance.
• Support the administration of budgeting and forecasting tools, including training and guidance for Asset Management teams.
• Recommend process improvements and automation techniques to increase team efficiency.
• Gain proficiency in multiple financial systems and provide support and troubleshooting as needed.
• Collaborate with internal teams to ensure alignment across financial planning, asset strategy, and operational execution.
• Assist in preparing financial presentations and reports for senior management.
• Perform special ad-hoc analyses and projects as assigned.

Associate, Financial Planning and Analysis

• immersed into Conagra Brands and our Finance/GBIS Organization for 11 weeks
• learn and interact in a service management environment that spans across teams, geographies, and cultures
• utilize analytical skills to uncover inefficiencies, improve capabilities through automation or building of dashboards
• work with internal and external customers to create process improvements
• network with peers and leaders to gain experience with the scope of career paths available at Conagra Brands

Finance – GBIS Return Internship

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Meeting clients to review financial and investment goals
• Applying and expanding knowledge by completing required licenses and trainings
• Responsible for the provision of residential mortgage loans and compliance with SAFE Act registration requirements

• Own the Nova business narrative on financial performance, product economics, and outlook, including mastery of the Nova P&L and revenue model.
• Own the economics of the financial-product menu (deposits, treasury, payments, credit, and wealth) and bring the point of view on what to build next, how it is priced, and how it makes money.
• Drive revenue growth: own target-setting and go-to-market planning for new and existing products, and unlock adoption across every channel from direct GP sales, the Ark / fund-admin cross-sell to the LP surface.
• Model the unit economics that drive the call (NIM and float, lending spread and risk, referral and take-rate economics, AUM fees), and connect each product to payments volume, balances, and revenue.

Strategic Finance Lead

• Maintain files, documents, and other relevant documentation
• Support client finance partners and internal client teams across one or more clients
• Assist with client reporting, audit requests and data collection
• Run financial queries upon staff request
• Maintain repository of critical client information
• Ad hoc requests and projects
• Calculate and track monthly revenues based on active contracts and client billings
• Ensure timely submission of invoices and supporting documentation to client
• Review and approve sourcing department’s service orders (with oversight)
• Manage fee reconciliation
• Review and escalate to senior finance lead on any write-offs in billing review
• Assist project managers with billing review
• Assist in collecting commentary on aged receivables
• Review project request forms for compliance and open project codes
• Process purchase orders upon request
• Provide time and expense details to PM’s as incurred on project(s)
• Review missing time reports weekly and follow up with delinquencies
• Update client budget tracker monthly

Finance Analyst

• Serve as the dedicated finance partner for our Services Supply Chain organization
• Own FP&A pacing, forecasting, and close activities for the supply chain P&L
• Partner with Controllership on costing and inventory accounting
• Deliver logistics cost reporting and variance analysis to senior leadership
• Lead monthly close, forecast, and pacing cycles for the Services Supply Chain P&L, ensuring accuracy, timeliness, and alignment to broader Wind Services financial reporting
• Prepare and publish variance commentary with root-cause analysis, bridging actuals to plan and prior forecast across cost categories
• Maintain and continuously improve financial models supporting rolling forecasts, annual operating plans (AOP), and long-range planning
• Collaborate with Controllership to ensure proper accounting treatment for standard costing, purchase price variances (PPV), and inventory valuation in accordance with US GAAP
• Support period-end inventory reviews, cycle count reconciliations, and reserve analyses, providing finance perspective on operational inputs and assumptions
• Liaise between FP&A and Controllership to resolve accounting questions impacting supply chain cost reporting and drive consistency in financial presentation
• Own end-to-end reporting of logistics and freight costs, analyzing actuals versus budget/forecast and identifying key cost drivers, trends, and anomalies
• Quantify and communicate supply chain impacts to the P&L and balance sheet, including material cost movements, logistics accruals, and inventory-related adjustments
• Develop and maintain dashboards and reporting tools that provide Supply Chain and Finance leadership with timely visibility into cost performance
• Serve as the embedded finance partner for Services Supply Chain leadership, supporting strategic decisions with rigorous financial analysis and scenario modeling
• Lead or contribute to ad hoc projects including make-vs-buy analyses, sourcing economics, cost reduction initiative tracking, and supplier performance reviews
• Prepare executive-ready materials and present financial findings to senior Supply Chain and Finance leadership, translating complex data into clear business narratives.

Lead Supply Chain Finance Analyst, Wind Services

• Support the FP&A Manager with monthly business reviews, budget variance analysis, and ad hoc reporting across assigned regions or branches
• Build and maintain driver-based forecasting models incorporating volume, pricing, margin, and labor assumptions
• Prepare monthly and quarterly reporting packages, including variance commentary on revenue, margin, and expense drivers
• Develop and maintain dashboards and reporting templates that improve visibility into operating KPI’s
• Assist in the annual budgeting and long-range planning process, consolidating inputs across multiple regions
• Partner with regional controllers and operators to validate actuals against forecast and flag emerging risks or opportunities
• Conduct ad hoc financial analysis to support pricing, labor, capital, and location decisions
• Help prepare materials for monthly business reviews and other leadership presentations
• Identify and help implement process improvements to streamline recurring reporting and planning cycles

Senior Financial Analyst

• Own the company's financial planning and analysis, including annual budgets, long-range plans, and monthly/quarterly forecasts aligned to the sponsor's value creation plan
• Prepare and present board and sponsor reporting packages, including KPI dashboards, covenant compliance analysis, and variance commentary
• Manage lender relationships, including covenant tracking, compliance certificates, and periodic reporting required under credit agreements
• Partner with the CFO and sponsor deal team on capital structure decisions, including debt refinancing, add-on acquisitions, and dividend recapitalizations
• Lead financial due diligence and integration planning for M&A transactions, including post-close synergy tracking
• Own cash flow forecasting and working capital management to optimize liquidity across the business
• Develop and track value creation plans (VCPs) to drive long-term EBITDA improvement
• Support the annual audit process and coordinate with external auditors, lenders, and sponsor finance teams
• Drive process improvements and build scalable financial infrastructure to support rapid growth and exit readiness
• Build financial models supporting scenario planning, sensitivity analysis, and strategic decision-making for the executive team

Director of Corporate Finance

• Partner with regional VPs and operators to build annual budgets and rolling forecasts, owning the P&L for your assigned regions
• Lead monthly business reviews with regional leadership, presenting clear narratives on revenue, margin, mix, and cost drivers
• Analyze regional performance against forecast and prior year, flagging risks and opportunities and recommending corrective actions
• Build and maintain financial models supporting labor planning, capital requests, and new location/market expansion
• Track and analyze labor trends within regions and partner with regional VPs to prepare staffing models / labor forecasts

Financial Planning and Analysis jobs in New York

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Financial Analyst, 6 month contract

Strategic Finance, Business Partnership, Workflow Automation

Financial Solutions Advisor

Investment Banking Associate I/II

Investment Banking Associate II – Environmental Services

Vice President, Portfolio Management – Native American Financial Services Portfolio, Gaming

Financial Solutions Advisor

Financial Consulting Supervisor – Family Office

Senior Financial Advisor

Director of Finance

Senior Financial Navigation Specialist

Associate, Financial Planning and Analysis

Finance – GBIS Return Internship

Financial Solutions Advisor

Strategic Finance Lead

Finance Analyst

Lead Supply Chain Finance Analyst, Wind Services

Senior Financial Analyst

Director of Corporate Finance

FP&A Manager