Financial Planning and Analysis Associate
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]
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