Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate, Financial Planning & Analysis

$150k - $160k

VTS

Associate, Financial Planning & Analysis (FP&A) Location: New York, New York, United States As an Associate on the FP&A team at VTS, you will play a critical role in shaping the strategic direction of a leading SaaS proptech company. You’ll join a team that is considered the brain of the company—identifying opportunities to drive value creation, enhance internal business performance, and support high‑impact external engagements. This is a unique opportunity for someone with strong quantitative horsepower and entrepreneurial drive to influence meaningful decisions and growth at VTS. Office Location: This position requires work from our office in New York, NY, four days a week. Key Responsibilities Own and enhance forecasting, budgeting, and reporting processes for key business units. Conduct deep‑dive analyses on company performance, market dynamics, pricing, customer behavior, and key operational levers. Collaborate on preparation of board materials, investor updates, and M&A evaluations—supporting both inbound and outbound opportunities. Partner with senior leadership across departments to develop strategic plans, analyze business performance, and deliver actionable insights. Identify and lead initiatives to improve internal processes and data integrity, ensuring we scale effectively with growth. What to Expect High visibility and direct impact on company strategy, financial performance, and operational execution. Exposure to cross‑functional initiatives involving GTM, product, operations, and executive leadership. Opportunities to grow quickly and take on increased responsibilities in a dynamic, fast‑paced SaaS environment. Qualifications 2–3 years of experience in investment banking, top‑tier consulting, or a similarly rigorous and analytical FP&A environment. Exceptional analytical skills and financial acumen with a strong grasp of corporate finance, accounting, and SaaS business models. A self‑starter mindset with a high sense of ownership, intellectual curiosity, and a bias toward action. Strong communication skills with the ability to distill complex insights into concise recommendations for executive audiences. Advanced Excel and PowerPoint skills; experience with financial modeling, data visualization tools (Tableau, Looker), or SQL is a plus. Demonstrated ability to independently solve complex problems with minimal guidance, building models or frameworks that inform strategic decisions. Benefits & Compensation Competitive base salary ranging from $150,000 to $160,000, supplemented by health benefits (medical, dental, vision), pre‑tax commuter benefits, 401(k) plan, equity packages, and a flexible PTO policy. Equal Employment Opportunity VTS embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All information is kept confidential per EEO guidelines. If you have a disability or special need requiring accommodation during the recruitment process, please let us know. #J-18808-Ljbffr VTS

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Associate, Financial Planning & Analysis in New York, NY vacancy
  • $115k - $135k

     ...Position Information Hiring Manager: Associate Director, Financial Planning & Analysis Department: Strategic Accounting & Finance Department Overview The Strategic Accounting & Finance (“SAF”) Department is responsible for the financial reporting, forecasting and analytics... 
    Suggested
    Work at office

    Golub Capital

    New York, NY
    3 days ago
  • $96.5k - $110.1k

    Senior Associate, Financial Planning & Analysis Capital One is seeking a motivated professional to join the FP&A Tech Finance team as a Senior Associate supporting Enterprise Data (eData). As a Senior Associate, you will serve as a dedicated finance business partner to... 
    Suggested
    Full time
    Part time
    Local area

    Capital One National Association

    New York, NY
    4 days ago
  • $115k - $130k

    Dormont Manufacturing Co is hiring for a financial role in New York, focusing on financial planning, modeling, and management reporting. You'll own the forecasting...  ...skills and a proactive attitude to leverage AI in analysis. A competitive compensation package includes a... 
    Suggested

    Dormont Manufacturing Co

    New York, NY
    2 days ago
  • $80k - $150k

     ...and strategic objectives. We target your core operational and financial performance drivers to improve profitability, increase spend...  ...services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization... 
    Suggested
    Full time
    Contract work
    Interim role
    Work at office

    Riveron

    New York, NY
    4 days ago
  • Itlearn360 in Manhattan is seeking a Financial Planning & Analysis Associate. This role is critical in supporting budget management, financial modeling, and strategic decision-making, with an expectation of 2-5 years of relevant experience. The candidate will be responsible... 
    Suggested

    Itlearn360

    New York, NY
    1 day ago
  • $110k - $140k

    We're seeking someone to join our Financial Planning & Analysis team as a CFP&A Budgeting & Forecasting Associate/Director to focus on Budgeting and Forecasting Production and Analytics. The ideal candidate will be hands-on, with a deep understanding of system and process... 
    Temporary work
    Work at office

    PowerToFly

    New York, NY
    2 days ago
  •  ...instrumental to the operational and financial leadership within these...  ...growth. As a Senior Associate, you will play a crucial role...  ...full‑scale financial model, analysis of key metrics, ongoing monthly...  ...relevant experience in Financial Planning & Analysis, financial analysis... 
    Full time
    Work at office
    Immediate start
    Remote work
    Shift work

    Exbo Group

    New York, NY
    4 days ago
  •  ...defining, first-in-kind tax-smart financial services firm dedicated to...  ...We are looking for an Associate Wealth Advisor to join the Client...  ...help develop clients’ financial plans, implement proposed...  ...reviews, and estate planning analysis. Timely response to client service... 
    Apprenticeship
    Local area

    Kids For The Future

    New York, NY
    5 days ago
  •  ...customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking, and comprehensive...  ...maintaining risk management and portfolio analysis tools across multiple asset classes for... 
    Work experience placement

    Goldman Sachs

    New York, NY
    2 days ago
  • ## Associate Wealth AdvisorApplylocations: Wayne, PAtime type: Full timeposted on: Posted...  ...of all wealth, investment, and financial planning processes* Begins to prepare and make...  ...understanding of investments, investment analysis, and building client portfolios* Developing... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Private Wealth LLC.

    New York, NY
    3 days ago
  • $61.88k

     ...Associate, Financial Advisor, New York, NY Santander is a global leader and innovator in the financial services industry and is evolving...  ...verbal and written communication. Knowledge of financial analysis and risk evaluation. Motivating, developing, and directing... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander

    New York, NY
    3 days ago
  •  ...job family. The Personal Banker I is a Financial Center position focused on using the consultative...  ...math functions that will allow for analysis of credit and financial information....  ...Fifth Third will not be responsible for any associated fee. Equal Employment Opportunity Fifth... 
    Work experience placement
    Work at office

    Fifth Third

    New York, NY
    2 days ago
  • $120k - $135k

    Associate/Assistant Vice President, Financial Planning & Analysis page is loaded## Associate/Assistant Vice President, Financial Planning & Analysislocations: New Yorktime type: Full timeposted on: Posted Yesterdayjob requisition id: R617**Job Description**Reporting to... 
    Temporary work
    Work at office
    Shift work

    Antares Capital LP.

    New York, NY
    5 days ago
  • $90k - $115k

     ...Reporting & Analytics Team as an Associate in Investment Management Finance...  ...providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an...  ...level position within the Financial Planning & Analysis job family, which is... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    Morgan Stanley

    New York, NY
    1 day ago
  • $95k - $162.5k

    Sr. Associate, Financial Planning Analyst Location Designation: Hybrid - 3 days per week Our New York Life culture has laid the foundation for...  ...generations to come. About the Role The Financial Planning & Analysis team within the Strategic Capabilities Finance department... 
    3 days per week

    Itlearn360

    New York, NY
    4 days ago
  •  ...job family. The Personal Banker I is a Financial Center position focused on using the consultative...  ...math functions that will allow for analysis of credit and financial information....  ...classroom training sessions. Personal Banker I Associate - Hard Scrabble Compensation and... 
    Work experience placement
    Work at office

    Dormont Manufacturing Co

    New York, NY
    2 days ago
  • $145k - $185k

     ...A financial services firm is seeking a Financial Planning & Analysis (FP&A) Specialist for their New York office. This role offers a hybrid work model, allowing flexibility between remote and on-site work. The position involves strategic finance responsibilities typical... 
    Work at office
    Remote work

    TEEMA Solutions Group

    New York, NY
    3 days ago
  •  ...goals in the dynamic environment of financial services. As an Experience Design Senior Associate in JP Morgan Wealth Management,...  ...our offerings Assist in the analysis of market trends, user research...  ...centers, a retirement savings plan, backup childcare, tuition reimbursement... 

    J.P. Morgan

    New York, NY
    6 days ago
  •  ...end user experience. As an Associate in AI Solutions and Business...  ...subscription mapping to inform capacity planning Maintain accurate...  ...Working knowledge of data analysis and reporting tools (for example...  ..., one of the oldest financial institutions, offers innovative... 

    J.P. Morgan

    New York, NY
    5 days ago
  •  ...platforms and participants. As an Associate in Business Operations -...  ...Tech that required operational analysis and risk management...  ...JPMorganChase, one of the oldest financial institutions, offers innovative...  ...centers, a retirement savings plan, backup childcare, tuition reimbursement... 
    Work at office

    J.P. Morgan

    New York, NY
    13 days ago
  •  ...As a Quantitative Analytics Associate at JPMorganChase within the Co...  ...develop and execute analytical plans to understand and improve...  ...Python, R, or SAS) to conduct analysis and communicate insights Strong...  ...US Chase is a leading financial services firm, helping nearly... 

    J.P. Morgan

    New York, NY
    9 days ago
  •  ...of $10 trillion. As a Sr. Associate Applied AI/ML Scientist within...  ...pipelines, conducting analysis, and deriving insights to boost...  ...questions into structured analytical plans.  ~ You possess strong...  ...skills Experience in the financial services industry, particularly... 

    J.P. Morgan

    New York, NY
    17 days ago
  •  ...customers through a range of financial services, including personal...  ...As an Applied AI/ML Senior Associate in our AI for Operations organization...  ...: * Oversee the analysis of complex datasets to inform...  ...centers, a retirement savings plan, backup childcare, tuition reimbursement... 

    J.P. Morgan

    New York, NY
    17 days ago
  •  ...of the world's most innovative financial organizations. As a Senior Product Associate in [Insert team or sub-LOB], you...  ...and discovery Considers and plans for upstream and downstream implications...  ..., journey mapping, and market analysis to inform the strategic product... 

    J.P. Morgan

    New York, NY
    17 days ago
  •  ...is for you. As a Senior Associate, Generative AI Engineer in the...  ...design decisions, delivery planning, and continuous improvement of...  ...production issues, drive root-cause analysis, and implement preventative...  ..., one of the oldest financial institutions, offers innovative... 
    Work at office

    J.P. Morgan

    New York, NY
    17 days ago
  •  ...Associate II Placement Specialist Marsh is seeking candidates for our open Associate II Placement Specialist. What can you expect:...  ...programs. Receive and analyze quotes from carriers and provide analysis and recommendations. What you need to have: 5-8 years... 
    Contract work
    Immediate start

    Mercer France

    New York, NY
    2 days ago
  •  ...revenue-generating business. As a Senior Associate, Business Strategy within Open Banking,...  ...to drive strategic analyses, scenario planning, and executive-ready decision materials...  ...to empowering customers to share their financial data securely, safely, and transparently... 
    Work at office
    Local area
    Immediate start
    Relocation
    Work visa
    Relocation package
    Shift work

    J.P. Morgan

    New York, NY
    17 days ago
  • $65.6k - $95.15k

     ...education and relevant experience Responsibilities Leads the planning and delivery of high-impact experiences across the North...  ...systems to elevate planning, reporting, communications, and data analysis Drive the development and refinement of team processes,... 
    Full time
    Local area

    Moody's Corporation

    New York, NY
    17 days ago
  • $115k - $125k

     ...Liquidity Management & Reporting Specialist Associate Job Code: 13832 Country: US City: New...  ...25K/year Company Overview: Nomura is a financial services group with an integrated global...  ...process, including validation and analysis of material movements Respond to business... 
    Local area
    Worldwide

    Nomura Holdings, Inc.

    New York, NY
    4 days ago
  •  ...Advertising Standards & Practices Associate Duration: 6+ Months Contract The Advertising Standards & Practices team handles clearance...  ...or marketing laws; FTC, FCC, and FDA regulations; clinical analysis; product testing; market research and/or statistical analysis.... 
    Contract work
    Fixed term contract
    Work at office
    Remote work

    US Tech Solutions

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate, Financial Planning & Analysis. Be the first to apply!