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Financial Planning and Analysis Associate

  • Full Time, onsite
  • Hamlyn Williams
  • New York City Metropolitan Area, United States of America
Salary undisclosed

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Hamlyn Williams is partnered with a Global Wealth and Asset Management firm seeking an Associate, Global FP&A. This newly created role will report to the Head of Global FP&A to help drive financial analysis, budgeting, and forecasting.

This is a hybrid role based in NYC.

Responsibilities:

  • Prepare financial models to project near and long-term growth with key business drivers
  • Help implement rolling forecasts and support the quarterly earnings guidance to the investor community
  • Support the modernization of the firms financial reporting infrastructure by leveraging the systems dashboarding and visualization capabilities.
  • Develop executive-level materials and presentations to summarize financial analysis
  • Collaborate with the Finance teams to support and review monthly financial reporting performance and drive timely reporting

Qualifications:

  • Bachelors in Finance or Economics
  • Financial services experience, especially within a public organization
  • 2+ years experience of relevant FP&A experience
  • Demonstrated financial modeling experience (either within Investment Banking, Consulting, Big 4, or M&A/Corporate Development)
  • CPA/CMA- preferred

If interested please reach out directly to Kailey Clasen: [email protected]