Financial Planning & Analysis

Confidential Company  •  Yorktown Heights, NY

Less than 5 years experience  •  Business Services

$95K - $137K ($90K - $130K base + 5%, benefits)
Posted on 11/06/17 by Gary Daugenti
Confidential Company
Yorktown Heights, NY
Less than 5 years experience
Business Services
$95K - $137K
($90K - $130K base + 5%, benefits)
Posted on 11/06/17 Gary Daugenti

Financial Planning and Analysis is a newly created role reporting to the Chief Financial Officer. The Financial Analyst will work in a dynamic reporting environment with visibility to our Private Equity and business partners. 

The successful candidate will be a highly organized, proactive & an analytical thinker who has an eye for detail and is committed to excellence in their profession. 


•Responsible for monthly internal and corporate financialreporting, 

•Prepare annual budget, forecast and planning process for the corporate headquarters and branch locations

•Own all monthly, year to date and annual variance analysis

•Support monthly financial close by reconciling actual results to forecast and prior periods

•Oversee monthly bank and balance sheet account reconciliations

•Provide pro forma reports and financial models

• Support Private Equity and business partner reporting requirements as necessary

•Special projects and other duties as assigned


•Bachelor’s degree in accounting or finance, MBA a plus

•Three to Five years of professional experience in Financial Planning & Analysis

•Advanced mathematical, modeling and forecasting skills

•Prior experiencereporting for a Private Equity Firm is a plus

•Knowledge of accounting principles and procedures

•Strong Microsoft Office skills, high proficiency in Microsoft Excel 

•Excellent problem solving and analytical skills

•Ability to be a self-starter and to take ownership and accountability of work, is results driven, and has high intellectual curiosity

•Time management and prioritization skills, flexibility and responsiveness

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