Manager of Financial Planning and Analysis - Capital Markets Group

Data Analysis Inc. • New York, NY

23d • Hybrid

About The Position

As Manager, FP&A, you will serve as the finance business partner for select business units as part of DAI’s Capital Markets Group (CMG), working directly with business unit CEOs and their teams, DAI Finance, and executive leadership on the decisions that drive the business. This is not a back-office accounting role. We are looking for a commercially aware finance partner who brings rigor, urgency, and precision to a complex multi-entity environment. The right candidate will be able to explain what changed, why it changed, what it means for the business, and what should happen next. For business unit leadership, this role is also the primary point of accountability on finance-related matters - not limited to FP&A. That includes issues that originate in Accounting, Treasury, and anything else where the financial impact is real but indirect. You will resolve what falls within your scope directly and respond quickly when business leadership needs an answer. Where an issue falls outside your scope, you own driving it to resolution through the right partner. This role is hybrid in the NYC Office, with 3 days on-site per week.

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, preferably Microsoft Dynamics 365 F&O or a comparable system.
• Experience working with reporting, BI, or planning tools such as Power BI, an EPM platform such as Planful, or comparable systems.
• Demonstrated ability to drive issues to resolution across Accounting, Treasury, Risk, and other functions — through direct ownership where possible, and through influence and follow-through where you don’t hold formal authority.
• Exceptional written and verbal communication skills, with the ability to present complex financial information clearly to operational and executive audiences.
• Ability to work on-site in New York 3 days per week, and as needed for key meetings, with periodic travel to our Corporate Headquarters in the Greater Dallas Area.

Nice To Haves

• MBA, 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 leading the FP&A business-driver variance analysis for month-end close, budgeting and forecasting cycles, and all management reporting.
• Serve as the single point of contact for business unit leadership on finance-related matters, whether they originate in FP&A, Accounting, Treasury, or elsewhere - resolving issues directly when within your scope, and owning the path to resolution when they are not.
• Respond quickly to requests from business, treating urgent business needs as a priority alongside core FP&A deadlines rather than queuing them behind the standard close cycle.
• Proactively partner directly with business unit leaders, their teams, and finance leadership to translate financial performance into insight, decisions, and action.
• Build and maintain budgets, forecasts, and financial models that support business planning, scenario analysis, investment decisions, and ad hoc executive requests.
• Prepare variance commentary that clearly connects financial results to actual business drivers, root cause, risks, opportunities, and recommended next steps.
• Support month-end close execution with Accounting partners, including understanding and validating accruals, journal entries, intercompany reconciliation, and account analysis.
• Contribute directly to board reporting packages where accuracy, clarity, and narrative discipline matter.
• Manage multiple concurrent priorities, including close deadlines, leadership requests, model builds, reporting packages, and business partner questions, while correctly triaging what matters most under time pressure.
• Operate comfortably in ambiguity. You do not need every answer, but you should know how to source the answer, structure the issue, and drive it forward independently.

Benefits

• This role is close to the business and close to leadership.
• The Manager, FP&A will help improve the quality, speed, and usefulness of financial insight in our business units, act as the trusted point of contact when finance-related issues arise anywhere in the business, and strengthen the discipline of reporting, forecasting, close execution, and decision support.
• For a finance professional who wants real business exposure, meaningful executive access, and the opportunity to help build a stronger finance operating model, this is a highly visible platform for impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager