Financial Planning Analyst

LaGuardia Gateway Partners•New York, NY

8d•Hybrid

About The Position

The Financial Planning Analyst reports directly to the Director of Finance and assists in providing oversight for all financial aspects of the Finance Department. Analyze business and financial data, trends, and variance against forecast. Support budgeting and forecasting processes, provide ad-hoc analysis, data-driven insights management reports and KPIs. Provides reliable and responsive accounting and finance services in alignment with the strategic direction and needs of the department. Assists the Manager of Finance in updating and implementing policies, procedures, and systems that govern financial functions to ensure appropriate internal controls and maximize operational efficiency.

Requirements

Excellent End user computing skills in visualization and data transformation. Strong proficiency in Excel, PowerPoint, and data minding tools such as SQL. Comfortable managing a significant volume of data.
Ability to forge strong partnerships with stakeholders.
Inquisitive self-starter with ability to work in a fast-paced environment.
Strong time-management and creative problem-solving capabilities is vital in terms of effectively dealing with the complex nature of our business and tight deadlines.
Strong analytical abilities with an eye for details, project management, communication, and interpersonal skills
Ability to drive co-ordination and project manage amongst multiple stakeholders.
Ability to communicate and think strategically yet operate at a tactical level.
Team player, self-starter, Strong attention to detail and organizational skills, able to work independently with limited supervision
Must be able to demonstrate knowledge of project controls principles relating to budgeting, scheduling, tracking of actual/committed costs, change control and forecasting, and financial principles
Proficient use of MS Office, including Word, PowerPoint, and Outlook
Must be able to develop and maintain positive, cooperative, team-oriented relationships with co-workers, supervisors, managers, clients, and others as required for the job
Exceptional organizational skills and ability to manage complex projects with multiple work phases.
Must work well in a fast-paced, deadline driven environment
A minimum of BS or BS degree in Finance, Accounting, Business Administration.
3-5 years of related experience

Nice To Haves

Advanced experience developing pivot tables and macros in Microsoft Excel preferred
Strong technical aptitude and understanding is preferred

Responsibilities

Works with Director of Finance to monitor all budgets and troubleshoot problems identified from financial reports
Liaise with AP and AR to resolve problems identified from financial reports.
Works closely with key business partners and administration in each division to monitor financial status, identify and resolve any issues, ensure balanced accounts.
Monitors discretionary budgets on bi-monthly basis and conducts variance analysis of budget vs. actuals.
Provides financial analysis for special projects as needed.
Assists in developing and submitting fiscal year departmental budget and assisting with the budget preparation processes.
Provides financial analysis as needed to support an annual review of all departmental effort, and a bi-monthly internal review process with each function.
Proposes, then implements, efficient process and workflow improvements.
Troubleshoots purchasing and payable issues with Accounts Payable, Purchasing, and Compliance departments.
Reviews and approved all financial transactions to ensure institutional and sponsor compliance and alignment with budget (AP and AR).
Other duties as assigned.