U.S. Banks Financial Planning & Analysis - Director Morgan StanleyU.S. Banks Financial Planning & Analysis - DirectorNew York, New YorkDepartment Description: Within U.S. Banks, the Financial Planning & Analysis (FP&A) function is responsible for producing the Annual Strategic Plan and periodical forecasts, leading Balance Sheet and Income Statement efforts for the Banks' Annual and Quarterly Stress Test (AST/QST) submissions to the OCC and providing US 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).
Financial Planning Team Lead Guardian LifeFinancial Planning Team LeadNew York, NY$132,420–$217,545 / yearThe 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.
Financial Planning & Analysis Summer Intern Link LogisticsFinancial Planning & Analysis Summer InternNew York, New YorkWe put our people, customers, and communities first and find ways to make a conscious, positive impact where we live and work, prioritizing diversity, equity and inclusion (DEI) across our workforce to deliver an optimal employee experience. Link is looking for actively enrolled juniors (rising seniors) who would be interested in gaining hands-on experience with institutional real estate finance at portfolio scale.
Manager of Financial Planning and Analysis HomeServe USA CorpManager of Financial Planning and AnalysisNorwalk, CT$115,000–$135,000 / yearResponsibilities: Partner with key business owners to prepare annual budget presentations, quarterly strategic plans, monthly forecasts, and weekly reporting including comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual vs. The successful candidate will be responsible for preparing and communicating financial information including variance analysis, scenario planning and company metrics while ensuring operating initiatives align with the achievement of short-term and long-term goals.
Financial Planning and Analysis Consultant MDMS Recruiting LLCFinancial Planning and Analysis ConsultantNew York, NY$60–$80 / hourCommunication: Develop strong partnerships with the Finance and Business community to gain an understanding of underlying business drivers and issues affecting the activities. Improve the production process and controls of financial reports through (but not limited) technology enhancements – either digital, process enhancements, cross training, and/or data analytics.
Director, Financial Planning & Analysis MasterCardDirector, Financial Planning & AnalysisPurchase, NY$163,000–$269,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. The Director will lead core FP&A rhythms and executive deliverables, including budgeting, forecasting, long-range planning, target setting, management reporting, QOR materials, INER analysis, ad-hoc presentations, and related management actions.
NewDirector, Financial Planning and Analysis (FP&A) PrenuvoDirector, Financial Planning and Analysis (FP&A)New York, NY$200,000–$230,000 / yearThe ideal candidate is equally comfortable building detailed driver-based models, challenging assumptions with business partners, and explaining the implications to senior leadership and the Board. Build and maintain driver-based models connecting leads, bookings, cancellations, completed scans, pricing, discounts, product and channel mix, location capacity, and revenue recognition.
Financial Planning And Design Coordinator With Life Insurance Product Expertise Edgewood Partners Insurance CenterFinancial Planning And Design Coordinator With Life Insurance Product Expertise1140 Avenue of the Americas 8th Floor, NY$75,000–$90,000 / yearOur clients include RIAs, P&C and Employee Benefit professionals, CPA and Law Firms, to private equity firms, high and ultra-high-net-worth individuals and corporations all counting on us to provide world class solutions and experience within the insurance and risk management space. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Lead GTM Financial Planning & Analysis Analyst Sprout Social IncLead GTM Financial Planning & Analysis AnalystNYRemote$113,700–$142,100 / yearWe invest in our team with a comprehensive, competitive benefits program: Comprehensive Health & Wellness: Premium BCBSIL medical, dental (high/low plans), and vision (Eyemed) insurance for you and your eligible dependents. Additional Financial Perks: Access to pre-tax commuter benefits, subsidized child/eldercare (Care.com), discounted pet insurance (Figo), and no-cost personalized financial wellness support through Your Money Line.
Manager, Financial Planning & Analysis - Payments & Customer Service Spotify Technology SAManager, Financial Planning & Analysis - Payments & Customer ServiceNew York, NY$117,677–$168,111 / yearThis is a high-impact, partner-facing finance role responsible for the payments and customer service forecast processes, the financial evaluation of payment partner and processor deals, the pipeline of payment optimization proposals, revenue protection and payment-cost assurance, and the modeling of contact center labor needs. Model deal economics, pricing tiers, volume commitments, and incentive structures; quantify margin and cash-flow impact; and maximise the value of strategic partnerships while driving cost efficiencies at scale alongside Payments, Legal, and Business Development.
Corporate Financial Planning & Analysis Manager Prestige Brands Holdings, Inc.Corporate Financial Planning & Analysis ManagerTarrytown, NY$145,000–$160,000 / yearWe operate in niche segments within these categories in which the strength of our brand names, our established retail distribution network, a low-cost operating model and an experienced management team are the keys to our success. This role operates independently to translate business drivers into decision-oriented financial insights, with direct impact on pricing, margin, cost productivity, and capital allocation decisions.
Financial Planning & Analysis Manager PayJoyFinancial Planning & Analysis ManagerBogota, NJFinance for the next billion Ownership Break Through Walls Live Communication Transparency & Directness Focus on Scale Work-Life Balance Embrace Diversity Speed * Active Listening. PayJoy, a Public Benefit Corporation, is a mission-first credit provider dedicated to helping under-served customers in emerging markets to achieve financial stability and success.
Senior Manager, Financial Planning & Analysis Shake Shack IncSenior Manager, Financial Planning & AnalysisNew York, NY$142,100–$190,350 / yearLead pre- and post-launch financial analysis of promotional initiatives, including new menu innovation and limited-time offerings (LTOs), third-party delivery promotions (e.g., BOGO offers), and app/web promotional campaigns, quantifying expected and realized financial impact. This role owns critical enterprise sales forecasting models, drives pre/post financial analysis of promotional and menu innovation investments, and will play a key role in helping to analyze the results of our loyalty platform.
Financial Planning Consultant - Ridgefield, CT Raymond James Financial IncFinancial Planning Consultant - Ridgefield, CTRidgefield, CT$35,568–$78,000 / yearUnder limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Financial Planning & Analysis Associate: Quantitative Finance The Depository Trust & Clearing CorpFinancial Planning & Analysis Associate: Quantitative FinanceJersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. The Associate will support the analytical backbone of the team by building structured financial models, enabling bottoms-up forecasting, and contributing to insights that support key business decisions across Digital Assets, partnerships, and corporate strategy.
Financial Planning & Analysis Manager Audemars PiguetFinancial Planning & Analysis ManagerNew York, NY$140,000–$150,000 / yearThe Financial Planning & Analysis Manager will manage the preparation, analysis and monitoring of retail P&L, and provide substantial analytical focus while ensuring data quality and accuracy in order to perform effective management reporting. Lead the business controlling function, partnering with Accounting to ensure accurate cost allocations across accounts, cost centers, business areas, and boutique profitability in line with budgets and targets.
Financial Planning and Analysis Analyst Seton Hall University, New JerseyFinancial Planning and Analysis AnalystSouth Orange, New JerseyFinancial Systems – Assist in all finance system upgrades that may include the following: user testing, supporting, and assisting other users with testing, liaising with University Information Systems to address and resolve bugs or other operational problems, investigate security issues, analyzing system security settings validating that appropriate checks and balances are in place. Under the general direction of the Vice President for Finance & CFO, Financial Planning and Analysis Analysts assist in one or more areas of Finance including Accounting, Budget, Financial Systems, Treasury, Procurement, and Payables.
Associate/Assistant Vice President, Financial Planning & Analysis Antares CapitalAssociate/Assistant Vice President, Financial Planning & AnalysisNew York, NY$120,000–$135,000 / yearSpecific tasks and projects will cover 1) financial modeling of income, balance sheet and cash liquidity needs, 2) preparation of asset management budgets and forecasts by fund and in aggregate, 3) the creation and enhancement of management reporting for actual asset management results by product, 4) expense monitoring, and 5) other ad hoc financial projects related to asset management as requested by the CFO, executive committee, board of directors as well as the Company's strategic owners. Strategic thinking and decision making: Uses solid business knowledge and data to make logical decisions about complex day-to-day technical and operational problems, improves existing solutions, plans ahead, and ensures work reflects stakeholder needs and broader organizational impacts.
NewFinancial Planning & Analysis Coordinator Audemars PiguetFinancial Planning & Analysis CoordinatorNew York, NY$33–$37 / hourAssist in preparing monthly financial reports, variance analyses, management reporting, and performance dashboards, identifying key business drivers, risks, opportunities, and actionable insights for leadership. Develop, maintain, and enhance financial models, forecasting tools, workflow automations, and AI-driven solutions to improve planning, reporting accuracy, efficiency, and analytical capabilities.
Manager, Financial Planning & Analysis – Payments & Customer Service SpotifyManager, Financial Planning & Analysis – Payments & Customer ServiceNew York, NY$117,677–$168,111 / yearThis is a high-impact, partner-facing finance role responsible for the payments and customer service forecast processes, the financial evaluation of payment partner and processor deals, the pipeline of payment optimization proposals, revenue protection and payment-cost assurance, and the modeling of contact center labor needs. Model deal economics, pricing tiers, volume commitments, and incentive structures; quantify margin and cash-flow impact; and maximise the value of strategic partnerships while driving cost efficiencies at scale alongside Payments, Legal, and Business Development.