Financial Planning Analyst

Northbound Search is partnering with leading financial services firm located in New York, NY, to hire a Financial Planning & Analysis (FP&A) Consultant. This individual will play a key role in financial planning, performance analysis, and management reporting to support strategic business decisions and drive financial performance. The ideal candidate will combine strong financial modeling and analytical skills with business acumen, attention to detail, and the ability to communicate complex financial information to stakeholders across the organization.Responsibilities:Lead and support the annual budgeting process, periodic forecasts, and long-range financial planning.Develop and maintain financial models to evaluate business performance, operating expenses, revenue trends, and profitability.Analyze actual results against budget, forecast, and prior periods, identifying key variances, trends, and opportunities for improvement.Prepare scenario analyses and financial projections to support strategic initiatives and business planning.Prepare monthly, quarterly, and annual financial reports for management and key stakeholders.Develop reporting packages, dashboards, and presentations highlighting key financial and operational performance metrics.Conduct variance analysis and provide actionable insights into financial results and business drivers.Partner with cross-functional teams, including Accounting, Operations, Sales, and department leaders, to support financial planning and decision-making.Provide financial insights and recommendations to improve operational efficiency, resource allocation, and profitability.Support business cases, investment evaluations, headcount planning, and ad hoc financial analysis.Translate complex financial data into clear, concise recommendations for both finance and non-finance stakeholders.Required ExperienceBachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.3–6 years of experience in FP&A, corporate finance, financial analysis, or a related discipline.Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling.Advanced Microsoft Excel skills, including complex formulas, pivot tables, and financial modeling.Experience with financial reporting tools, ERP systems, and/or FP&A platforms.