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Financial Planning & Analysis Associate
Accounting
Advisor
Alteryx
Analytical Skills
Analytics
Anaplan
Big Data
Bigdata
Budget Management
Business Analytics
Business Intelligence
Cloud Data Engineering
Cloud Data Platform
Cloud Platform
Cloud Platforms
Data Analysis
Data Analytics
Data Engineering
Data Integration
Data Platform
Data Processing
Data Visualization
Data Visualization Tools
Data Viz
Database
Databricks
Dataviz
Facilities Management
Financial Analysis
Financial Planning
Financial Planning Software
Financial Reporting
Financial Services
Hr Technology
Hyperion Essbase
Leadership
Management
Microsoft Excel
Microsoft Office
Office 365
Office Tools
Productivity Tools
Project Management
Reporting and Analytics
Risk Management
Security Compliance
Security Operations
Special Access Programs
Spreadsheets
SQL
Tableau
Job Description
Financial Planning & Analysis Associate role supporting Risk Management and Compliance in driving planning, forecasting, reporting, and analytics for executive stakeholders.
Responsibilities
- Own financial performance and forecast updates for direct and indirect expenses for Risk, including expense and headcount variance explanations
- Conduct trend analysis and provide monthly forecast updates for Risk expense and headcount
- Support annual financial planning, including run rate analysis, expense savings opportunities, and allocation methodology
- Handle monthly financial close activities, including management reporting adjustments, forecast/outlook updates, and General Ledger review and investigations
- Partner with business leads to understand risks and opportunities, future impacts, and key trends, and translate findings into actionable conclusions
- Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL
- Increase efficiency through standardization, controls, documentation, and simplification of recurring deliverables
- Develop and maintain dashboards, including headcount dashboards and non-compensation expense dashboards, with consistent definitions and metrics
Requirements
- Minimum 3 years of related experience
- Advanced analytical, critical thinking, and problem-solving skills with strategic mindset and continuous improvement focus
- Ability to produce clear, executive-ready deliverables with strong data storytelling
- Effective communication and confidence working with senior stakeholders and finance partners
- High attention to detail, sound judgment, and appropriate handling of confidential information
- Self-motivated and able to manage competing priorities while meeting deadlines in a demanding environment
- Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Familiarity with Hyperion/Essbase and SAP
- Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance
Technologies
- SQL, Python, Alteryx, Databricks
- Tableau, Anaplan XL, Anaplan, Atoti
- Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Hyperion/Essbase, Essbase, SAP
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Preferred Qualifications, Capabilities and Skills
- Prior P&A experience is a plus
- Experience with Essbase/Anaplan/Anaplan XL, including reporting outputs, model interaction, and planning/reporting workflows
- Knowledge of Atoti is a plus
- Strong hands-on experience with SQL is a plus, including querying, data validation, reconciliation, and performance-aware design
Team
- Global Finance & Business Management: strategically manages capital, drives growth and efficiencies, maintains financial reporting, and proactively manages risk
Location: Jersey City, NJ (onsite)
Compensation: USD 85,500 - 115,000 per year
Experience: 3 years minimum
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