Financial Planning Analyst

ApTask

New York, NY

Apply

JOB DETAILS

SALARY

$40–$44.45 Per Hour

SKILLS

Accounting, Analysis Skills, Balance Sheet, Budgeting, Communication Skills, Comprehensive Capital Analysis and Review (CCAR), Detail Oriented, Due Diligence, Expense Allocation, Expense Reports, Finance, Finance Software, Financial Analysis, Financial Planning, Financial Planning and Analysis (FP&A), Financial Services, Forecasting, Information Technology Consulting, Information/Data Security (InfoSec), Investment Management, Management Reporting, Management of Information Systems/Technology (MIS), Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Organizational Skills, Performance Tuning/Optimization, Power BI, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Profit & Loss, Project/Program Management, Quality Assurance Methodology, Risk, Short Messaging Service (SMS), Speech Technology, Stress Testing, Time Management, Writing Skills

LOCATION

New York, NY

POSTED

3 days ago

***3 Days Onsite, 2-Days Remote

We're seeking someone to join our Segment Reporting & Analytics Team in Investment Management Finance (IM Finance) to be involved in reporting the IM Segment results during the quarterly due diligence process and the multi-year forecast processes.In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a contingent role within the Financial Planning & Analysis team (FP&A), which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation and reporting. FP&A is a contributor to the Firm's Quarterly Stress Testing/CCAR processes.Since 1935, *** is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:- Support quarterly revenue, expense and balance sheet reporting for the IM Segment
-Support FP&A deliverables related to quarterly external disclosures (10K/Q/14Q), partnering closely with Corporate Accounting to ensure integrity, consistency, and risk awareness.
-Compile sensitivity analysis and scenario framing to inform senior management and risk discussions.
-Compile weekly summary of projected IM results, including net flows, AUM and P&L.
-Support quarterly expense reporting, including detailed analysis of drivers for teams with the IM Segment.
-Support efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor.
What you'll bring to the role:
- Preferred Bachelor's degree in Finance, Accounting, or a related field.
- Desired 5+ years of work experience.
- Desired technical skills in Microsoft Office applications (Excel, PowerPoint, PowerBI) and financial software applications, such as TM1.
- Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels
- Analytical mindset with attention to detail.
- Committed and self-motivated individual who can demonstrate initiative and problem solving abilities.
- Excellent organizational skills and the ability to work to and manage deadlines.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

businessexcellence@aptask.com

.

Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

About the Company

ApTask

Resume Resources

Free Resume Templates Free Resume Builder