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Financial Planning Jobs in Ridgewood, NY

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Private Wealth Management Financial Planning Analyst Morgan Stanley

New York, New York

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.

5 days ago

U.S. Banks Financial Planning & Analysis - Associate Morgan Stanley

New York, NY

$85,000–$115,000 / year

Department Description: Within U.S. Banks, the Financial Planning & Analysis (FP&A) function is responsible for producing the Annual Strategic Plan and periodic forecasts, leading Balance Sheet and Income Statement efforts for the Banks Annual and Quarterly Stress Test (AST/QST) submissions to the OCC and providing U.S. Banks management teams with key financial and strategic analysis to support the Banks global businesses. Company Description: Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Investment Management, and Wealth Management (inclusive of Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, NA -collectively, the U.S. Banks).

5 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.

3 days ago

Financial Planning Manager Wolters Kluwer

New York City, NY

$89,600–$157,000 / year

Develop and enhance revenue forecasts for the transactional business using volume-based forecasting models, partnering with Data Science to improve forecasting methodologies, model accuracy, and predictive capabilities. This role will have responsibility for understanding sales pipeline activity and revenue conversion across our Enterprise Software and Transactional SaaS businesses, and for clearly communicating the key assumptions, risks, and opportunities underlying the revenue outlook.

6 days ago

Analyst, Financial Planning and Analysis SMBC

New York, NY

$87,339–$90,000 / year

Experience must include the following: financial planning and analysis (FP&A Expertise); enterprise risk management & scenario modeling; quantitative and analytical modeling (Excel); data and technology enablement; stakeholder management and strategic partnership; and governance and control framework. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

13 days ago

Director of Finance, Financial Planning & Analysis (FP&A) Rectangle Health

White Plains, New York

$160,000–$210,000 / year

Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.

4 days ago

Director of Financial Planning and Analysis Energy Infrastructure Partners

New York, New York

$120,000–$160,000 / year

RFP and Proposal Pricing: Partner with business development and program leaders to price RFPs and proposals; develop labor, fringe, overhead, and subcontractor cost assumptions; test pricing scenarios; and recommend bid prices and contract terms that meet margin and cash targets. Working Capital Strategy: Analyze billing cycles, payment terms, receivables, and cash timing across programs; recommend strategies to improve cash conversion and reduce working capital needs, including contract terms, billing structures, and financing options.

12 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.

12 days ago

Senior Analyst, Financial Planning & Analysis, Technology Finance Priceline.com

New York, NY

$115,000–$145,000 / year

Partner day-to-day with engineering, product & technology enablement, accounting, and procurement teams to track spend against budget, identify variances, and surface areas for technology partners to find opportunities for cost optimization, such as cloud rightsizing, software rationalization, and vendor consolidation. In this role, you will serve as a key financial partner to our Technology organization, owning the planning, forecasting and reporting for technology spend - including software, cloud infrastructure, and IT consulting - and helping the business understand the return on our technology investments.

12 days ago

Director Of Financial Planning And Analysis Energy Infrastructure Partners LLC

New York, NY

$120,000–$160,000 / year

13 days ago

Analyst, Financial Planning and Analysis Sumitomo Mitsui Banking Corp

New York, NY

$87,339–$90,000 / year

13 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.

10 days ago

AVP - Financial Planning & Analysis United Fire Group Inc

$154,858–$204,236 / year

Knowledge, skills & abilities: Strong command of financial, accounting, operational, and business performance principles, including the ability to connect strategy, operational drivers, and financial outcomes; knowledge of statutory and GAAP accounting principles preferred. Oversee management reporting, executive analysis, and financial materials for the CFO, executive leadership, and governance forums, ensuring clear communication of trends, risks, opportunities, and recommended actions.

18 days ago

Director, Financial Planning & Analysis Immunovant Inc

New York, NY

$200,000–$240,000 / year

As part of the broader financial team at Immunovant, this role will have opportunities for organic learning and development across multiple areas including clinical development and operations, CMC, Investor Relations, Accounting, SEC Reporting, and Commercial, as important stakeholders. This role will serve as the primary finance business partner for Research & Development, owning planning, forecasting, and reporting for the clinical development portfolio and partnering closely with the respective business leaders.

14 days ago

Analyst II, Financial Planning And Analysis Liberty Utilities

Merrick, NY

$70,000–$95,000 / year

Demonstrates intermediate knowledge of the accounting, finance and treasury issues and the ability to translate financial policies into planning and reporting processes and procedures identifying the multiple layers of a problem and providing a value of different solutionsUnderstanding financial methodologies, including financial analysis, return calculations, and utility/rate based economics. Proficient computer skills including Microsoft Office (Excel, PowerPoint etc.)Ability to establish a high level of confidence with various management personnelExperience in preparation, presentation and interpretation of financial performance information, plans and reports to business management teams and/or Group Financial Control.

10 days ago

Analyst Iii, Financial Planning And Analysis Liberty Utilities

Merrick, NY

$95,000–$115,000 / year

Demonstrates extensive knowledge of the accounting, finance and treasury issues and the ability to translate financial policies into planning and reporting processes and procedures identifying the multiple layers of a problem and providing a value of different solutionsStrong understanding financial methodologies, including financial analysis, return calculations, and utility/rate based economics. Proficient computer skills including Microsoft Office (Excel, PowerPoint etc.)Ability to establish a high level of confidence with various management personnelStrong experience in preparation, presentation and interpretation of financial performance information, plans and reports to business management teams and/or Group Financial Control.

10 days ago

Associate Director, Financial Planning Wolters Kluwer N.V.

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.

12 days ago

Senior Vice President, Financial Planning & Analysis comScore Inc

New York City, NY

$240,000–$275,000 / year

Partner with Accounting, Sales Operations, Product, Technology, Human Resources, and Commercial leaders to improve enterprise decision-making. Implement and maintain driver-based forecasting models covering revenue, expenses, margins, EBITDA, cash flow, and capital expenditures.

18 days ago

Director Financial Planning & Analysis Merck & Co Inc

Rahway, NJ

$156,900–$247,000 / year

Job Description: The Director, Global Respiratory, delivers support to the SVP, Global Marketing by proactively providing advice and counsel on revenue forecasts/performance, resource investment decisions, analysis of key metrics/business drivers, business development analysis and emerging business opportunities. An employee's position within the salary range will be based on several factors including, but not limited to relevant education, qualifications, certifications, experience, skills, geographic location, government requirements, and business or organizational needs.

10 days ago

Executive Director, Financial Planning & Analysis (FP&A) Guidehouse Inc

New York, NY

$226,000–$376,000 / year

This highly visible leader will partner with the Chief Financial Officer, executive leadership, segment leaders, and functional stakeholders to translate business performance into actionable insights, strengthen financial discipline, and support profitable growth. The Head of FP&A will build and lead a high-performing team, establish scalable planning and reporting processes, and provide forward-looking analysis across revenue, backlog, pipeline, labor, utilization, indirect costs, margins, cash flow, and capital allocation.

17 days ago

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Financial Planning Jobs in Ridgewood, NY

Private Wealth Management Financial Planning Analyst Morgan Stanley

U.S. Banks Financial Planning & Analysis - Associate Morgan Stanley

Associate Director Financial Planning & Analysis Merck & Co Inc

Financial Planning Manager Wolters Kluwer

Analyst, Financial Planning and Analysis SMBC

Director of Finance, Financial Planning & Analysis (FP&A) Rectangle Health

Director of Financial Planning and Analysis Energy Infrastructure Partners

Financial Planning & Analysis Manager Outschool Inc

Senior Analyst, Financial Planning & Analysis, Technology Finance Priceline.com

Director Of Financial Planning And Analysis Energy Infrastructure Partners LLC

Analyst, Financial Planning and Analysis Sumitomo Mitsui Banking Corp

Analyst, Marketing Financial Planning Sony Music

AVP - Financial Planning & Analysis United Fire Group Inc

Director, Financial Planning & Analysis Immunovant Inc

Analyst II, Financial Planning And Analysis Liberty Utilities

Analyst Iii, Financial Planning And Analysis Liberty Utilities

Associate Director, Financial Planning Wolters Kluwer N.V.

Senior Vice President, Financial Planning & Analysis comScore Inc

Director Financial Planning & Analysis Merck & Co Inc

Executive Director, Financial Planning & Analysis (FP&A) Guidehouse Inc

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