Financial reporting analyst jobs in Plainview, New YorkCreate job alerts

The Business Analyst and Project Manager will play a critical role in shaping and executing the bank's projects and technology initiatives. The ideal candidate will possess extensive experience in project management within the banking and financial industry, along with exceptional coordination and leadership skills to engage with stakeholders at all levels. They will also play a vital role in bridging the gap between business needs and technology solutions within the bank. This position requires a deep understanding of banking operations, analytical skills, and strong communication abilities to work closely with stakeholders at all levels. The candidate will also be responsible for gathering and analyzing business requirements, ensuring successful project implementation, and helping the bank achieve its strategic goals. Key Duties & Responsibilities: 1. Project Oversight: • Direct and oversee all projects and technology initiatives undertaken by the bank, ensuring alignment with strategic goals and regulatory requirements., • Develop and implement project management methodologies, standards, and best practices to ensure successful project execution. 2. Stakeholder Coordination: • Collaborate with cross-functional teams and stakeholders, including senior executives, department heads, and external partners, to gather requirements and align project objectives., • Facilitate effective communication and reporting on project statuses, risks, and issues to stakeholders. 3. Risk Management: • Identify, assess, and mitigate risks associated with projects; develop contingency plans and strategies to address potential challenges., • Monitor compliance with regulatory and industry standards throughout all project processes. 4. Change Management: • Foster a culture of adaptability and innovation within the organization by effectively managing change as new projects and technologies are implemented., • Develop and oversee change management plans and follow change control protocols to ensure smooth transitions for stakeholders. 5. Requirements Gathering Analysis and Documentation: • Collaborate with business stakeholders to elicit, document, and analyze business requirements for various projects and initiatives., • Conduct interviews, workshops, and surveys to understand business processes and identify areas for improvement., • Analyze business needs and translate them into detailed functional specifications and use cases for technology teams., • Develop process maps, flowcharts, and other documentation to visualize and communicate complex processes and requirements., • Utilize data analysis tools and techniques to identify trends, provide insights, and develop reports that enable better business decisions 6. Business Case Development: • Develop and present detailed business cases that include cost/benefit analysis and risk assessments for proposed solutions. 7. Project Support: • Serve as a liaison between business units and IT teams throughout the project lifecycle, ensuring that project objectives are met., • Monitor project progress, identify risks and issues, and facilitate communication to ensure successful delivery. 8. Training and Support: • Create and provide training and support to end-users on new systems and processes, ensuring successful adoption. Qualifications: • Bachelor's degree in business administration, Finance, Information Technology, or a related field; MBA or advanced degree preferred., • Proven experience (10+ years) in project management, with at least 5 years with a senior business analyst role within the banking or financial services sector., • Strong understanding of banking operations, technology initiatives, and regulatory requirements., • Familiarity with data analysis and reporting tools (e.g., SQL, Excel, Tableau) is a plus., • Proficiency in project management and business analysis methodologies (e.g., Agile, Waterfall, Scrum) and tools (e.g., Microsoft Project, Smartsheet, JIRA,V). Key Skills: • Analytical Thinking: Ability to assess situations, break down complex problems, and develop logical solutions., • Strategic Thinking: Capacity to align initiatives with broader business goals and plan for long-term operational improvements., • Communication: Strong verbal and written communication skills to translate technical information, present findings, and influence stakeholders., • Data Analysis: Proficiency with data analysis tools and statistical methods to extract insights and inform decisions., • Project Management: Experience coordinating project activities, managing timelines, and overseeing deliverables., • Stakeholder Engagement: Ability to build trust, manage relationships, and foster collaboration with diverse stakeholders.

Sales & Business Analyst | Global Industrial Manufacturing Company | Melville, NY I’m currently partnering with a rapidly growing, family-owned industrial and manufacturing organization to hire a Sales & Business Analyst in a newly created position reporting directly to the CFO. This is a highly visible opportunity designed to support the company’s continued expansion and ongoing financial transformation. The role offers exceptional exposure across Finance, Sales, and Operations, with the chance to work closely with senior leadership and influence strategic decision-making in a fast-paced, entrepreneurial environment, and reports directly into the CFO. The company operates on a global scale within a highly technical and innovative sector, supporting a broad range of commercial and industrial applications across international markets. This opportunity is ideal for someone looking to move beyond traditional reporting and become a true business partner within a dynamic, high-growth organization. Key responsibilities: • Sales, pricing, and gross margin analysis, • Customer and product profitability analysis, • KPI reporting and business performance tracking, • Budgeting, forecasting, and operational planning support, • Commercial and strategic financial analysis, • Partnering closely with Finance, Sales, and Operations leadership, • Supporting process improvement and systems transformation initiatives, • Delivering actionable insights to drive business performance and decision-making Ideal profile: ✔️ 3–5 years of experience in FP&A, commercial finance, business analysis, or cost accounting ✔️ Strong analytical and Excel skills ✔️ Excellent communication and presentation abilities ✔️ Commercially minded with strong business acumen ✔️ Comfortable operating in a fast-paced, evolving environment ✔️ Experience with BI, ERP, or FP&A tools is a plus Why join? • Newly created role due to significant company growth, • Direct exposure to the CFO and senior leadership team, • Opportunity to make a real impact and help shape the function, • Family-owned business with a long-term vision and strong culture, • Hyper-growth environment with exciting momentum, • Broad cross-functional exposure across Finance, Commercial, and Operations, • Entrepreneurial, collaborative, and highly visible environment, • Strong opportunity for long-term career growth and progression

Job Description Sales and Inventory Analyst Location: Uniondale, NY (In-Office) About Inaba Foods (USA) Inc. Inaba Foods is a manufacturer of premium pet food, treats, toppers, and complements, deeply rooted in a family tradition of excellence that spans generations. Since 1958, pet parents have trusted Inaba to deliver products that are human-grade, nutrient-rich, and designed to bring joy to pets. Today, Inaba is the most popular brand of premium cat and dog dinners and treats in Japan, with growing distribution throughout the United States and globally. Inaba Foods (USA) Inc. continues to expand its footprint, invest in talent, and build long-term partnerships across the pet industry, supported by the stability and vision of our Japanese parent company. 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. This is a full-time, in-office position based in Uniondale, NY as required by company leadership. 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., • Perform additional duties as assigned Minimum 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. Why Join Inaba Foods • Growing U.S. business with expanding distribution and increasing market presence, • Long-term stability and leadership from a well-established Japanese parent company, • Opportunity to manage meaningful accounts and influence growth strategy, • Collaborative, professional environment with a strong brand reputation Inaba Foods is an Equal Opportunity Employer and complies with all applicable federal, state, and local fair employment laws, including California’s Fair Employment and Housing Act. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job Description CBIZ Talent Solutions is excited to partner with a dynamic and expanding real estate firm in the search for a detail-oriented Real Estate Asset Reporting Analyst. This pivotal role offers the opportunity to drive impactful financial analysis, operational insights, and asset management support within a collaborative and growth-focused environment. Responsibilities: • Review and analyze property management and financial reports, • Track income, expenses, and occupancy, flagging issues for management, • Prepare cash flow, debt, and performance analytics, • Bachelor’s degree and 5+ years’ relevant experience, • Strong analytical and Excel skills; Yardi Voyager experience a plus, • Excellent communication, organization, and attention to detail, • Ability to manage confidential information and multitask in a fast-paced environment Compensation: $$65K-$85K For more information and consideration please send your most current resume to with "RE Analyst" in the subject line. Only qualified applicants will be considered. CBIZ Talent Solutions is an Equal Opportunity Employer. CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

The Senior Financial Risk Analyst supports the Financial Risk Manager in the comprehensive identification, measurement, monitoring, and reporting of the credit union's financial risks, including credit risk, interest rate risk (IRR), liquidity risk, price/market risk, model risk, and capital risk. C

PL Developments is seeking a Senior Financial Analyst to join our Finance team in a high-impact role spanning OneStream administration, financial reporting, and FP&A. Financial Statement Packages & External Reporting:. Prepare monthly and quarterly internal financial statement packages, including co