Financial Planning & Analysis Manager (New York)

Lazard•New York, NY

8h•$120,000 - $145,000•Onsite

About The Position

This FP & A Manager role sits within the Global Financial Advisory Finance team and serves as a key strategic partner to the Senior Vice President responsible for the Financial Advisory business. The role supports global financial planning, reporting, performance management, and strategic initiatives across regions, working closely with senior leadership to deliver actionable insights that inform business strategy and resource allocation. The position will manage one direct report. The ideal candidate brings strong analytical and modeling capabilities, accounting knowledge, excellent communication skills, a genuine interest in financial services, and the ability to collaborate effectively across functions in a dynamic, fast-paced environment.

Requirements

10+ years of experience in financial planning and analysis, corporate finance, management reporting, ideally within an investment bank, financial institution, or professional services environment
Undergraduate degree in Finance, Accounting, Economics, or a related field with a strong academic record
Practical understanding of accounting principles, with experience in month end close, or controllership roles a plus
Strong analytical, data management, and problem‑solving capabilities
High level of professionalism with the ability to engage effectively with senior leadership globally and collaborate across Finance and other corporate functions
Experience in leading or being a significant contributor to finance system implementations, or reporting automation initiatives
Excellent written and verbal communication skills
Self‑motivated and able to motivate, mentor and lead a team
High standards of accuracy, organization, and attention to detail; comfortable operating in a fast‑paced environment
Advanced proficiency in Microsoft Excel, financial modeling, and executive level PowerPoint presentation skills

Nice To Haves

Experience with SAP, Analysis for Office, AI, Power Query, Alteryx, and/or Power BI / Tableau beneficial

Responsibilities

Play a key role in the global financial planning cycle including annual budget, quarterly forecasts, and weekly revenue outlooks, partnering closely with regional finance teams and business leadership.
Create financial models to monitor and report upon key performance indicators for the business, providing strategic actionable insights.
Lead cross-functional finance transformation initiatives focused on improving reporting, forecasting accuracy, data quality, and operating efficiency.
Leverage accounting knowledge to validate financial results, interpret variances, and ensure integrity of management reporting.
Serve as a key finance partner to the Middle Office and corporate functions.
Lead the preparation of the quarterly Board materials and related analyses.
Partner with the Investor Relations team as they prepare for quarterly earnings calls, by leading the preparation of detailed Q&A materials and analyses.
Build and maintain financial models, dashboards, and management reports in partnership with the Financial Advisory IT team.
Deliver monthly regional presentations for Senior Management.
Conduct monthly non‑compensation expense analysis, analyzing cost drivers and recommending cost saving initiatives.
Supporting and validating cash forecasting across the global business enabling senior management to make informed capital deployment decisions.
Partner with business leadership and the Financial Advisory IT team on transformation and strategic initiatives.
Deliver ad‑hoc strategic and financial analyses for senior management and executive decision-making.
Identify and implement enhancements to financial processes, reporting capabilities, data quality, and systems to improve efficiency, accuracy, and standardization.
Manage and mentor a team of one finance professional, providing oversight of deliverables, development, and performance management.