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Financial Planning Jobs in Brooklyn, NY

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Practice Management / Financial Planning Manager Equitable Financial Life Insurance Company

New York, NY

$111,464–$183,915 / year

421351'',''true'',''421351'',''false'',''Submission for the position: Practice Management / Financial Planning Manager - (Job Number: 260000HA)'',''false'',''421351'',''false'',''true'',''Practice Management / Financial Planning Manager '',''260000HA'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Lead the design and delivery of an integrated practice management and financial planning experience, aligning advisor workflows, digital platforms, and client‑facing capabilities to enable consistent, high‑quality outcomes across the advisor lifecycle.

28 days ago

Associate Director Financial Planning & Analysis Merck & Co Inc

Rahway, NJ

$129,000–$203,100 / year

The Animal Health GMTS COE Finance role is responsible for supporting key financial planning, forecasting, management reporting and consolidation activities for the Global Marketing & Operations & Technology Solutions organizations. Monthly Actuals: Coordinate the consolidation, analysis and reporting of total GMTS organizational spend across Atlas and non-Atlas entities, providing meaningful management reporting and variance analysis.

10 days ago

Associate Director, Financial Planning Wolters Kluwer

New York City, NY

$133,400–$238,400 / year

Success in this role requires an intellectually curious, commercial acumen, hands-on senior finance leader who wants to understand the business at a detailed level, its commercial drivers, operating models, systems, processes, and underlying data. The Associate Director will play a central role in annual strategy and budget development, quarterly forecasting, business performance analysis, investment prioritization, and the continued evolution of financial processes, tools, and decision support across the Division.

19 days ago

Analyst, Marketing Financial Planning Sony Music

New York, NY

$61,000–$66,000 / year

Voluntary benefits like company-paid identity theft protection and resources for pets, mental health and meditation resources, industry-leading fertility coverage, fully paid leave for childbirth or bonding, fully paid leave for caregivers, programs for loved ones with developmental disabilities and neurodiversity, subsidized back-up child and elder care, and reimbursement for adoption, surrogacy, tuition, and student loans. We are seeking a detail-oriented, analytical, and music-passionate Analyst to join our centralized finance team supporting the Sony Music US Front Line Label Group, which includes Columbia Records, RCA Records, Epic Records, Arista Records, Sony Music Nashville, Provident Entertainment, and Ultra Records.

17 days ago

Financial Planning & Analysis Analyst JCCs of North America

New York, NY

Remote

This involves working closely with various stakeholders throughout the organization to coordinate efforts, consolidate and analyze budget submissions, and prepare comprehensive management reports and presentations that summarize the budget outcomes.\n Playing a key role in the monthly forecasting process by coordinating with stakeholders, consolidating and analyzing forecasts, and preparing management reports and presentations. Responsibilities include financial planning, budgeting, forecasting, and reporting, as well as providing support for key business initiatives that drive the organization's operational, development, and financial objectives.\n \nAdditionally, the FP&A Analyst will have the opportunity to contribute to and lead financial modeling efforts for the organization's annual five-year operating plan and budget, corporate covenant requirements, and the JCC's plans and objectives.

30+ days ago

Dir, Budget & Financial Planning - HPS Holy Name Medical Center

Hackensack, NJ

$184,200–$230,300 / year
Full time

Finance Coordination & Reporting Alignment: Maintain a regular coordination cadence (biweekly meeting or structured email exchange) with the Executive Director of Finance and Finance leadership to ensure all changes — new physicians, service line adjustments, staffing updates — are communicated and reflected consistently across MSO and Finance reporting. Coordinate closely with the Manager of Data Analytics & BI to maintain clear, complementary lanes: this role leads operational budget-to-actual narratives, physician-facing financial walk-throughs, and compensation expense tracking; the Analytics team leads dashboards, automated reporting, compensation modeling, benchmarking, and pro forma development (primary).

1 day ago

Financial Planning & Analysis (FP&A) Senior Manager West Side Campaign Against Hunger

New York, NY

$101,000–$110,000 / year

WSCAH also serves as fiscal sponsor and operational backbone for The Roundtable, a collaborative platform advancing policy, advocacy, technology, and innovation across the emergency food sector, which adds important context for this role, including restricted funding, grant and project reporting, technology investments, and sector-wide initiatives that require clear financial planning and analysis. This growth has increased the need for stronger forecasting, budget ownership, financial reporting, and cross-functional planning across food purchasing, donated food, compensation, facilities, technology investments, board reporting, and restricted funding.

30+ days ago

Tax CPA - Private Client & Financial Planning AlphaHire

Paramus, NJ

This opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services. We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.

30+ days ago

Associate Financial Planning & Analysis (Reporting & Analytics) Mizuho Financial Group Inc

New York, NY

$88,000–$125,000 / year

This role requires strong analytical skills, attention to detail, the ability to collaborate across multiple business partners and other teams in Finance and align with both local and head office (Japan) data and regulatory requirements. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research.

30+ days ago

Financial Planning & Analysis Manager Outschool Inc

Remote

$220,500–$245,000 / year

The ideal candidate will have demonstrated FP&A experience setting and owning a budget, maintaining a forecast, building financial & operating models, and has a proven track record of working closely with business partners to help make sound financial decisions. Collaborate on key growth initiatives by assisting our marketing leads to scale new buyer acquisition and track customer acquisition costs (CAC), as well as be a trusted partner to our supply-side and international growth teams.

19 days ago

Analyst, Marketing Financial Planning Sony Music Entertainment, Inc.

New York, NY

$61,000–$66,000 / year

26 days ago

Senior Financial Planning Specialist (CFP Required) (Remote) YourStake

Brooklyn, NY

Remote

$80,000–$110,000 / year

We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. YourStake, the leading software company in the values-aligned wealthtech space, has acquired Formative to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.

30+ days ago

Director, Financial Planning & Analysis Hearst Communications Inc

New York, NY

$190,000–$220,000 / year

The Director manages the Manager, FP&A and the analyst team beneath that role, and partners directly with technology department heads and with the Sourcing, Technology Business Management, and corporate accounting teams - translating technology cost into decisions about investment and run-rate reduction. On the business-to-business side, our companies include Fitch Group, a global leader in financial information and analytics; Hearst Health, which provides intelligence and software that improve care outcomes; and Hearst Transportation, which delivers data and software for aviation, automotive and trucking.

13 days ago

Director of Financial Planning & Analysis Schrödinger

New York, NY

$180,000–$270,000 / year

Schrödinger is honored to have been included in Newsweek's list of America's 100 Most Loved Workplaces and Crain's New York Best Places to Work. Lead monthly and quarterly performance reviews, identifying underlying variance drivers, emerging risks and opportunities, and delivery requirements for financial commitments.

30+ days ago

AVP, Financial Planning & Analysis (expense analytics) Mizuho Financial Group Inc

New York, NY

$93,000–$150,000 / year

Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. SLA Alignment & Compliance - validate that SLAs are aligned with Financial, Regulatory, Quality, Corporate and Government compliance requirements for each IT service and help internal service providers detail the level of service expected in the these requirements.

30+ days ago

VP, Financial Planning & Analysis (Expense Analytics) Mizuho Financial group

New York, NY

$115,000–$180,000 / year

30+ days ago

Analyst, Financial Planning & Analysis Helix OpCo LLC

Remote

$108,000–$148,000 / year

Systems Expertise: Demonstrated experience managing, designing, and troubleshooting key financial and operational systems like NetSuite (ERP), procurement platforms (Ramp), and CRM systems (Hubspot), ideally with prior admin-level access and responsibility. Collaborative & Problem-Solver: You are inherently operational, thrive in cross-functional and collaborative environments, and enjoy identifying real solutions to key business problems with limited direction and unlimited ambition.

22 days ago

Financial Planning Team Lead Guardian Life

New York, NY

$132,420–$217,545 / year

The role will partner closely with Group Distribution and other enterprise stakeholders to build the Guardian Wealth Partners practice, strengthen connectivity across business lines, and ensure the offering is positioned as a compelling wealth management solution for clients across different targeted segmentations ranging from mass affluent to high net worth through a combination of fully digital and hybrid engagement models. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models.

30+ days ago

Director, Financial Planning and Analysis Turner Construction Co

New York, NY

$172,000–$220,000 / year

Supervise financial teams across locations, participate in hiring process, onboarding of new staff, deliver timely performance feedback for direct reports, contribute to performance appraisals during annual performance cycle, utilize talent management systems, and identify appropriate training to help with development needs. If Bachelor's Degree is not in Finance, Accounting, or related finance field, the completion of an approved accounting certificate (e.g., post-baccalaureate coursework or an accredited certification program such as CMA, CFA or among others) or an advanced business degree (e.g., MBA or Finance related Master's Degree) or CPA is required.

30+ days ago

Senior Financial Planning & Investment Strategist H Cap Connect

Parsippany, New Jersey

The firm's current technology ecosystem includes: Financial Planning: MoneyGuidePro; transitioning to RightCapital Investment Research & Analysis: YCharts, Morningstar, BlackRock Portfolio Analysis: Morningstar X-Ray Investment Proposals: Nitrogen, YCharts Tax Planning: Holistiplan Estate Planning: Wealth.com This role serves as a key technical resource to the firm's advisors, bringing together financial planning, investment analysis, tax planning, risk management, estate planning, and client financial data to prepare advisors for sophisticated client conversations.

30+ days ago

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Financial Planning Jobs in Brooklyn, NY

Practice Management / Financial Planning Manager Equitable Financial Life Insurance Company

Associate Director Financial Planning & Analysis Merck & Co Inc

Associate Director, Financial Planning Wolters Kluwer

Analyst, Marketing Financial Planning Sony Music

Financial Planning & Analysis Analyst JCCs of North America

Dir, Budget & Financial Planning - HPS Holy Name Medical Center

Financial Planning & Analysis (FP&A) Senior Manager West Side Campaign Against Hunger

Tax CPA - Private Client & Financial Planning AlphaHire

Associate Financial Planning & Analysis (Reporting & Analytics) Mizuho Financial Group Inc

Financial Planning & Analysis Manager Outschool Inc

Analyst, Marketing Financial Planning Sony Music Entertainment, Inc.

Senior Financial Planning Specialist (CFP Required) (Remote) YourStake

Director, Financial Planning & Analysis Hearst Communications Inc

Director of Financial Planning & Analysis Schrödinger

AVP, Financial Planning & Analysis (expense analytics) Mizuho Financial Group Inc

VP, Financial Planning & Analysis (Expense Analytics) Mizuho Financial group

Analyst, Financial Planning & Analysis Helix OpCo LLC

Financial Planning Team Lead Guardian Life

Director, Financial Planning and Analysis Turner Construction Co

Senior Financial Planning & Investment Strategist H Cap Connect

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