Manager, Financial Planning and Analysis - Capitol Markets Group

Data Analysis Inc.•New York, NY

6d•Onsite

About The Position

The Manager, FP&A serves as the finance business partner for select business units within DAI’s Capital Markets Group. The role works directly with business unit CEOs and their teams, DAI Finance, and executive leadership to support business decisions in a complex, multi-entity environment. It is a commercially focused finance role rather than a back-office accounting position, requiring the ability to explain changes in financial performance, their causes and implications, and appropriate next steps. The position is the primary point of accountability for business-unit leadership on finance-related matters, including issues involving FP&A, Accounting, Treasury, and other areas with financial impact. The manager resolves matters within their scope and drives issues outside that scope to resolution through the appropriate partners. The role contributes to budgeting, forecasting, month-end close, management and board reporting, financial modeling, and decision support while managing competing priorities and urgent business requests. Work is performed primarily in an office environment. The position requires working on-site in New York three days per week and as needed for key meetings, with periodic travel to the company’s corporate headquarters in the Greater Dallas Area. The job may require sitting for extended periods (66% or more of each workday), hearing the telephone, entering data on a computer, and lifting up to 10 pounds.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
5–7 years of progressive finance experience, ideally in FP&A, corporate finance, or a finance business-partner role.
Strong technical understanding of financial statements, financial modeling, forecasting, budgeting, variance analysis, and business performance management.
Prior exposure to capital markets, financial services, and/or data services.
Advanced Excel skills and hands-on experience with an enterprise ERP platform; Microsoft Dynamics 365 F&O or a comparable system is specified.
Experience with reporting, business intelligence, or planning tools such as Power BI, an EPM platform such as Planful, or comparable systems.
Ability to drive issues to resolution across Accounting, Treasury, Risk, and other functions through direct ownership, influence, and follow-through.
Exceptional written and verbal communication skills, including the ability to explain complex financial information to operational and executive audiences.
Ability to work on-site in New York three days per week and as needed for key meetings, and to travel periodically to corporate headquarters in the Greater Dallas Area.
Ability to perform essential job duties, including sitting for extended periods, hearing the telephone, entering data on a computer, and potentially lifting up to 10 pounds.
Ability to manage competing priorities while maintaining accuracy, responsiveness, sound judgment, and attention to detail.

Nice To Haves

MBA, a finance-related advanced degree, and/or CMA.
FINRA Series 27.
Experience supporting multiple business units, legal entities, or reporting segments.
Experience supporting executive-level reporting, board materials, lender reporting, or other high-precision internal or external reporting processes.
Familiarity with Microsoft Dynamics 365 F&O, Power BI, EPM tools, HighRadius, or comparable platforms.

Responsibilities

Own FP&A for select business units, including business-driver variance analysis for month-end close, budgeting and forecasting cycles, and management reporting.
Serve as the primary contact for business-unit leadership on finance-related matters, resolving issues within scope and driving other matters to resolution through the appropriate partners.
Respond promptly to business requests, prioritizing urgent needs alongside core FP&A deadlines.
Partner with business-unit leaders, their teams, and finance leadership to turn financial performance into insight, decisions, and action.
Build and maintain budgets, forecasts, and financial models for business planning, scenario analysis, investment decisions, and executive requests.
Prepare variance commentary linking results to business drivers, root causes, risks, opportunities, and recommended next steps.
Support month-end close with Accounting partners, including understanding and validating accruals, journal entries, intercompany reconciliations, and account analysis.
Contribute to board reporting packages, maintaining accuracy, clarity, and disciplined narrative.
Manage concurrent close deadlines, leadership requests, model development, reporting packages, and business-partner questions, triaging priorities under time pressure.
Source information, structure ambiguous issues, and drive them forward independently.
Handle sensitive business and financial information with discretion and sound judgment.
Maintain reporting integrity, reconciliation quality, and model precision for executive, board, and lender-level reporting.