Financial planning analyst jobs in New York, New York - Page 3Create job alerts

Understand and master a multitude of financial systems and processes to provide support and training as needed. Experience working at a publicly traded real estate or financial services firm is preferred.

NYU Langone Health is a fully integrated health system that consistently achieves the best patient outcomes through a rigorous focus on quality that has resulted in some of the lowest mortality rates in the nation. The analyst will assist primarily with maintaining, enhancing, and expanding a portfo

Analyst, Financial Planning & Analysis. We are seeking a highly motivated and detail-oriented Analyst to join the Financial Planning & Analysis team, with a focus on revenue forecasting and treasury-related functions. This role is ideal for early-career professionals who are eager to develop their e

The Senior Financial Analyst, TV Networks will report to the Senior Manager and provide critical financial support across MSNBC, CNBC, Golf Channel, USA, E!, SYFY, and Oxygen. Senior Financial Analyst, Tv Networks. Minimum of 2 years of experience in financial planning & analysis, operational financ

Senior Business Analyst Financial Transformation. We are seeking a strategic and technically adept Senior Business Analyst to join our Financial Planning & Analysis (FP&A) Transformation initiative.

The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company's revenue/expenses/premiums. Senior Analyst, Financial Planning & Analysis. At Mutual of America Financial Group, we help people build the assets they need to a

The Finance Associate Manager will oversee 1 analyst. Annual planning, Strategy development, Financial Planning and Analysis, business performance evaluation and Financial Accounting and Control. The Finance Associate Manager will act as a key finance contact for the Sales team supporting beverage b

The Financial Reporting Analyst will be assigned to the Corporate Finance department and will be responsible for financial, planning and analysis and/or accounting responsibilities. Information generated by the financial reporting analyst is submitted to management and leadership teams across Enterp

Conduct financial, ad-hoc, and scenario testing analyses to gain insights and provide key recommendations to management to enhance financial performance and guest loyalty using all financial and source system data across all verticals within hospitality. The Hospitality Financial Planning Analyst wi

The Senior Financial Analyst, Financial Planning & Analysis (FP&A), will play a central role by modeling critical business variables, providing dynamic and insightful analysis and being an integral part of all aspects of the FP&A scope, including long range strategic plans, annual budget and quarter

As a Senior Financial Analyst, you'll play a pivotal role in driving financial planning and decision-making processes. This role contributes to the organization's financial health by analyzing data, developing financial models, and preparing comprehensive financial reports. What does a successful Se

Effectively communicate financial information to non-finance stakeholders. Financial Analyst, Ad Sales Finance- NBC Entertainment. This role offers the opportunity to develop a deep understanding of the Ad Sales business by partnering closely with Sales, Planning, Research, Programming and Corporate

Lead and support special projects, miscellaneous financial analysis, and other financial initiatives. Familiarity with financial reporting and planning tools is strongly preferred. The primary responsibilities of the Sales & Business Analyst will be to support the Financial Business Partners (FBP),

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. Financial Planning and Analysis Lead Analyst. Create financial reports and meet

As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) teams with the use of firm-approved financial planning systems and engaging with clients. Financial Planning Analysts provide exceptional service to our clients a

Financial Analyst will play a key role in supporting core finance processes such as forecasting, budgeting and 5 year planning. Financial Analyst will report to the Sr. Director of Merchandise Finance and interact frequently other key members of the buying office leadership team.

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. Excellent analytical skills and strategic aptitudes, including the ability to tr

This role supports financial planning and analysis across critical business areas and serves as a strategic partner to sales and operations leadership. Manage the monthly calculation and reporting of company revenue and related growth drivers for the executive team and business partners, including a

Implementation of third-party financial analysis reporting tools such as Tableau, Power BI as well as potential future budgeting and forecasting software solutions. Strong technical expertise in financial modelling, planning, forecasting, and analysis skills.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionWho Are We? The Americas Technical Support team provides technical application support to equities and derivatives customers and forms part of ION Markets global support team. The team is responsible for technical investigation, keeping customers updated and reporting potential software defects to Development teams. Technical Support also takes the lead in service restoration in the event of software or hardware failures, capacity planning and Business Continuity testing of the Hosted environment. Our team is faced-paced, keeping up with regulations and changes in technology. Role We are looking for Senior Technical Support Analyst to focus on second-level technical application support. We have a growth culture from within and this role provides a career track for anyone who has an interest in technology, financial products, trading, client support, product management, or technical account management.Responsibilities • Lead projects and team members when needed., • Investigates incidents assigned to them., • Prioritizes incidents and keep them up to date on the internal incident tracking system., • Communicates updates effectively and promptly to the client., • Builds up and maintains a knowledge of the software supported, including database structure and configuration files to assist in issue investigation., • Deals with unexpected events or failures which limit clients use of the supported systems, • Carries out application system checks, aiming to identify and resolve issues before they impact clients, • Develops strong working relationships with other departments to assist with the delivery of our service to clients, • Adheres to "best practice" and department procedures for client communications, incident progression and investigation, • Participates in the team shift patterns and assists with weekend work and out of hours escalation when requiredRequired Experience, Skills and Competencies, • BS in Computer Science, Computer Engineering, or equivalent degree., • 5+ years of experience in application, technical support., • Some experience as a team lead is preferred, • Ability to read and understand code in one or more of the following: C++, TCL, UNIX/Shell Scripting. Exposure to Java or other mainstream programming languages would also be acceptable., • Have an enquiring mind with an analytical and proactive approach to problem solving, even when under pressure, • Good grounding in and desire to develop technical skills in areas such as database technologies and system performance., • Ability to troubleshoot and approach problem solving in a logical manner, • Technical Support Analysts need to be dynamic, resilient and objective, delivering rapid and accurate solutions to the incidents raised by customers, • Excellent written and verbal communication skills, • A confident and professional manner, • Able to manage own time and a changing workload, • Co-operative approach to working with team members and other departments, • Able to view situations from a customer perspective and act accordingly, • A strong desire to develop a deep understanding of financial markets and business flows and system functionality

Job DescriptionWho Are We? The Americas Technical Support team provides technical application support to equities and derivatives customers and forms part of ION Markets global support team. The team is responsible for technical investigation, keeping customers updated and reporting potential software defects to Development teams. Technical Support also takes the lead in service restoration in the event of software or hardware failures, capacity planning and Business Continuity testing of the Hosted environment. Our team is faced-paced, keeping up with regulations and changes in technology. Role We are looking for Technical Support Analyst to focus on second-level technical application support. This is an excellent opportunity for a recent grad or someone with up to 3 years of experience. We have a growth culture from within and this role provides a career track for anyone who has an interest in technology, financial products, trading, client support, product management, or technical account management.Responsibilities • Investigates incidents assigned to them., • Prioritizes incidents and keep them up to date on the internal incident tracking system., • Communicates updates effectively and promptly to the client., • Builds up and maintains a knowledge of the software supported, including database structure and configuration files to assist in issue investigation., • Deals with unexpected events or failures which limit clients use of the supported systems, • Carries out application system checks, aiming to identify and resolve issues before they impact clients, • Develops strong working relationships with other departments to assist with the delivery of our service to clients, • Adheres to "best practice" and department procedures for client communications, incident progression and investigation, • Participates in the team shift patterns and assists with weekend work and out of hours escalation when requiredRequired Experience, Skills and Competencies, • BS in Computer Science, Computer Engineering, or equivalent degree., • Ability to read and understand code in one or more of the following: C++, TCL, UNIX/Shell Scripting. Exposure to Java or other mainstream programming languages would also be acceptable., • Have an enquiring mind with an analytical and proactive approach to problem solving, even when under pressure, • Good grounding in and desire to develop technical skills in areas such as database technologies and system performance., • Ability to troubleshoot and approach problem solving in a logical manner, • Technical Support Analysts need to be dynamic, resilient and objective, delivering rapid and accurate solutions to the incidents raised by customers, • Excellent written and verbal communication skills, • A confident and professional manner, • Able to manage own time and a changing workload, • Co-operative approach to working with team members and other departments, • Able to view situations from a customer perspective and act accordingly, • A strong desire to develop a deep understanding of financial markets and business flows and system functionality