Financial planning analyst jobs in Valley Stream, New YorkCreate job alerts

Job Description Sales and Inventory Analyst This is an in-office position - Uniondale, NY Position Summary: The Sales and Inventory Analyst will play a key role in supporting sales operations through accurate forecasting, customer portal setup, sales and product analytics, and administrative support for the sales team. This individual will bring a strong understanding of the CPG retail landscape and contribute to improving operational efficiency, financial accuracy, and overall business performance. Key Responsibilities: Sales & Forecasting Support: • Collaborate with sales staff to gather, validate, and consolidate product forecasts., • Analyze sales trends and inventory levels to support demand planning and replenishment., • Monitor customer chargebacks and deductions; forecast and report on trends to help minimize impact., • Set up and maintain customer portals, ensuring smooth access and integration for sales activities., • Provide insights that drive profitability and cost efficiencies across sales channels., • Work closely with operations and finance teams to reconcile forecasts with inventory and financial goals., • Develop and distribute regular reporting on KPIs, sales performance, and product trends., • Assist sales staff with administrative tasks, including order tracking, documentation, meeting prep, and follow-ups., • Serve as a liaison between sales, operations, finance, and logistics teams to ensure alignment and efficiency. Qualifications: • Bachelor's degree in Business, Finance, Supply Chain, or related field preferred., • 3–5 years of experience in sales operations, forecasting, or analytics in a CPG or retail environment., • Strong analytical and financial skills with a deep understanding of inventory dynamics., • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data modeling); experience with ERP systems and BI tools a plus., • Familiarity with customer portals and retail compliance systems., • Nielsen / IRI / Scintilla / Stackline or similar, • Excellent communication and organizational skills with a detail-oriented mindset., • Ability to manage multiple tasks in a fast-paced, collaborative environment., • Self-motivated with a strong sense of accountability and a focus on contributing to the bottom line. Equal Employment Opportunity Statement We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Job Description Deans Archer & Co. CPAs (is now Galleros Robinson) Established CPA firm is looking for a talented individual with a minimum 2 years of public accounting (CPA firm) experience. We are a premier CPA and consulting firm with an office in Lynbrook, NY. Qualifications Bachelor’s degree or equivalent in Accounting, Finance, or related field and two years of experience as Accountant or Financial Analyst or related fields. • Experience: 2 years (Preferred) Our services include: • Tax Preparation, including corporate, LLC, payroll, sales tax and other compliance filing, • Tax Planning, • Auditing, • Consulting Responsibilities: • Perform Testing, document test results, identify findings as applicable, and work with the internal staff to design corrective actions that mitigate risk and ultimately add value using paperless Audit Tools., • Responsible for drafting finding memos/comments for areas under review., • Prepare documents detailing work performed and conclusions reached., • Communicate findings to the auditor in charge and to senior management., • Understand and incorporate elements post-review corrective actions into future planning and risk assessments., • Be able to scope out the length and difficulty of tasks and projects., • Assess if internal controls are in place and test if working effectively., • Understand the current accounting principles and auditing techniques., • Prepare individual (1040) and business tax returns (1120, 1120’s, 1065), nonprofit entities returns (990) and associated schedules and financial statements using Tax Software., • Coordinate to obtain additional information on taxable income and deductible expenses and allowances., • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns., • Consult tax law handbooks or bulletin to determine procedures for preparation of atypical returns. Provide future tax planning to clients., • Work on Claims Auditing at different School Districts., • Familiar with software like Drake, Workpapers CS, PPC, QuickBooks, ADP etc., • Manage chart of accounts for different clients., • Manage weekly accounts receivables and payables for clients., • Prepare monthly bank reconciliations, monthly financial reports., • Process Payroll for clients., • Consult with clients on various business matters., • Respond to client inquiries including IRS, State and Local tax notices., • Representation of clients at Federal and State Agency Audits., • Develop, build and manage client relationships., • Bachelor’s degree in accounting with 150 credit hours needed to qualify for the CPA exam, • CPA or pursuing the certification (NYS CPA eligible), • Minimum 2-years public accounting experience, specializing in tax, • Strong communication skills, both written and verbal, • Effective research skills, • A pleasant attitude, team-oriented and professional mindset, • Detail oriented with the ability to multi-task, • An individual who enjoys interacting with clients on a regular basis, • Motivated for continued professional and individual growth, • Ability to provide mentoring and leadership to staff Job Type: Full-time Benefits: • 401(k), • Medical Insurance, • Dental Insurance, • Vision Insurance, • Monday to Friday (9:00AM to 5:30PM), • Late Nights (due to tax season), • Waiting Period will apply\

Bachelor's degree in accounting, finance or related field. The Financial Planning and Analysis Analyst is responsible for the fiscal management of programs with third-party revenues (fee-for-service) and acts as a liaison between Finance and program operations. Review, record and analyze monthly fee

Senior Financial Planning Analyst. As a Senior Financial Planning Analyst, you will play a critical role in helping the company achieve its financial objectives by developing and analyzing financial models and budgets.