Financial Planning & Reporting Analyst

Our Client, a Global Financial Services Firm, is seeking a Financial Planning & Reporting Analyst in their New York, NY location. Responsibilities Support automation initiatives and process improvement efforts across finance and reporting functions Assist with the calculation and delivery of firm equity and carried interest estimates to the firm’s General Ledger Monitor and forecast quarterly investment-related revenue, including public market pricing, FX impacts, and private valuation estimates Produce quarterly PPNR revenue and balance sheet forecasts, including assumption gathering, data validation, and model output review across revenue streams and expenses Partner with cross-functional finance teams to enhance financial processes, systems, and internal controls Contribute to ad hoc financial analyses, reporting requests, and strategic initiatives as business needs arise Required Strong organizational, communication, and interpersonal skills Experience creating, improving, and maintaining process documentation Advanced proficiency in Microsoft Excel and PowerPoint; Power BI experience preferred Familiarity with financial systems such as TM1 is a plus High attention to detail with strong accuracy and deadline management Strong analytical, problem-solving, and critical thinking skills Ability to manage multiple priorities in a fast-paced environment Working knowledge of private alternative investment structures (Private Equity, Real Estate, Credit) preferred Bachelor’s degree in Finance, Accounting, or a related field preferred #J-18808-Ljbffr Phyton Talent Advisors