Overview A growing financial services and fintech-focused organization is seeking an FP&A Associate to join its expanding corporate FP&A team. This role offers broad exposure across budgeting, forecasting, expense analysis, consolidation reporting, and strategic financial planning, while partnering closely with senior leadership.
The ideal candidate will have strong analytical and communication skills, experience within corporate FP&A environments, and the ability to translate financial data into meaningful business insights for leadership teams.
Responsibilities
Support Board and investor reporting initiatives
Perform expense analysis, variance analysis, and cost trend reporting
Assist with annual budgeting and quarterly forecasting processes
Conduct ad hoc financial modeling and scenario analysis
Prepare and analyze KPIs across business units
Support preparation of business unit financial statements and reporting packages
Analyze profitability and business performance against targets
Assist with client profitability reporting and operational financial analysis
Collaborate cross-functionally with Finance, Accounting, and business leadership teams
Support strategic decision-making through reporting and financial insights
Requirements
Bachelor s degree in Finance or Accounting required
CPA and/or CFA is a plus
3+ years of FP&A, accounting, or financial analysis experience
Strong experience with budgeting, forecasting, expense management, and financial modeling
Highly proficient in Excel and PowerPoint
Strong communication and presentation skills
Ability to work cross-functionally and interact with senior leadership
Banking, fintech, or financial services experience preferred
Experience with FP&A and reporting tools such as Pigment, Anaplan, Hyperion, or similar platforms is a plus
Public company experience is a plus
Big Four experience is a plus
Numbers & Facts
Location
Fort Lee, NJ
Skills
Accountingunmatched
Ad Hoc Financial Modelingunmatched
Analysis Skillsunmatched
Banking Servicesunmatched
Budgetingunmatched
Business Analysisunmatched
Certified Public Accountant (CPA)unmatched
Chartered Financial Analyst (CFA)unmatched
Communication Skillsunmatched
Cost Reportingunmatched
Cross-Functionalunmatched
Customer Support/Serviceunmatched
Decision Supportunmatched
Expense Analysisunmatched
Expense Managementunmatched
Financeunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Planningunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Servicesunmatched
Financial Statementsunmatched
Forecastingunmatched
Hyperionunmatched
Leadershipunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Operational Auditunmatched
Performance Metricsunmatched
Presentation/Verbal Skillsunmatched
Profit & Lossunmatched
Profit & Loss Analysisunmatched
Strategic Planningunmatched
Trend Analysisunmatched
Variance Analysisunmatched
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