FP&A Director - Banking, Forecasting & Stress Testing
$90k - $155kMorgan Stanley
Morgan-Stanley is seeking a skilled professional in New York to join their Financial Planning & Analysis (FP&A) team. This role involves preparing financial forecasts and budgets while providing critical analysis to support U.S. Banks' operations. Candidates should possess at least 5 years of experience in finance, effective communication skills, and advanced proficiency in Excel. A Bachelor’s degree in relevant fields is mandatory. The position offers a competitive salary range between $90,000 and $155,000 depending on experience, as part of an attractive compensation package. #J-18808-Ljbffr
$90k - $155k
...Morgan Stanley Private Bank, National Association... ...Planning & Analysis (FP&A) function is responsible... ...Plan and periodical forecasts, leading Balance Sheet... ...Annual and Quarterly Stress Test (AST/QST) submissions... ...Management, Board of Directors, and RegulatorsContribute...SuggestedTemporary workWork at office- ...but is not limited to: Reporting, Budgeting, Cash Management, Banking, Taxes, Regulatory Compliance, Revenue Cycle, and Internal Control... ...or performs financial analyses and keeps the Board of Directors, the Chief Executive Officer and other appropriate parties apprised...SuggestedInterim roleWork at office
$200k - $250k
...President, Executive team and Board of Directors. What You'll Do:... ...Drive financial planning and analysis (FP&A), including budgeting, modeling, and... ...planning, and short- and long-range forecasting Manage banking compliance, commercial banking relationships...SuggestedFull time- ...annual financial statements, as well as reporting packages for the banking group. The position ensures compliance with ASC 606 and US... ...rebates, promotions, and returns reserves. Lead budgeting and forecasting for Cost of Goods Sold (COGS), including analysis of...SuggestedFull timeWork at office
$50 - $60 per hour
...A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose...SuggestedHourly payContract workFor contractorsWork experience placementRemote work- ...function Lead the preparation, review and analysis of financial statements Prepare quarterly financial statements and presentations for banking group Organize and analyze financial data Lead the development and implementation of improvements to procedures and internal...Summer holiday
$107k - $133.75k
...across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive... ...candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers...Full timePart timeWork experience placementImmediate start- ...oversee all financial reporting, budgeting, forecasting, financial analysis, and fiscal... ...Chief Executive Officer) and the Board of Directors to develop and implement strategies that... ...relationships with external partners, including banks, auditors, and other financial service...Monday to Friday
$47 - $50 per hour
..., stop payment; maintains all aspects of bank account maintenance including opening and... ...PCI DSS compliance planning, remediation, testing, and reporting activities -Evaluate... ...guidance to cardholders -Support Associate Director with special Treasury projects...Daily paidFull timeContract workRemote work$102k - $120k
...New York. The role includes managing the annual budget process, providing analytical support for strategic planning, and enhancing forecasting processes. Candidates should have at least a bachelor's degree in finance, accounting, or economics along with a minimum of five...- ...Financial Planning & Analysis to provide strategic financial decision support. The role involves managing the annual budget, enhancing forecasting processes, and serving as a finance business partner at SGU. Candidates should have strong analytical skills, experience in...
$50 - $60 per hour
...A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position...Hourly payContract workWork experience placementRemote workFlexible hours$150k - $160k
...all cash flow related issues, including acquisitions/projects, forecasting cash requirements for foreign shipments. Ther person will also... ...as office cleaning, grounds maintenance, security, Backflow testing, HVAC, etc .· May include responsibility for HR (mostly outsourced...Permanent employmentLocal area- ...or accounting, preferably in the payments or fintech sector. The successful candidate will drive budgeting, oversee compliance and banking relationships, and strategize with executives and the board. This high-growth company offers a competitive salary and significant growth...
- Professional Physical Therapy in Melville, NY is seeking a Financial Planning and Analysis Manager. In this full-time hybrid role, you'll oversee Financial Analysts and analyze financial operational data to enhance financial performance. You will create models and reports...Full time
- ...Servbank is a fast-paced, high-growth national bank with a significant mortgage subservicing... ..., we seek a highly skilled and dynamic Director of Financial Management to join our team... ...functions, including budgeting, forecasting, financial reporting, and treasury risk...Temporary workLocal area
$110k - $140k
...Accommodations Plus International is seeking a full-time FP&A Manager with expertise in financial modeling and data analysis. This strategic role involves collaborating with departments to drive financial planning and analysis, consolidating data, and overseeing a team...Full time$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to...Full timeH1bLocal areaOverseasShift work$119k
...the business, including payroll, AP/AR, billing, cash management, reconciliation, expense reporting, and monthly closes. Mortgage banking accounting experience is preferred but not required. We will train the right person who is proactive, accurate, detail-oriented,...$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements... ...digitization, automation, and increasedefficiencies. As a Director you are expected to set the strategic direction, lead businessdevelopment...Full timeTemporary workH1b$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to...Full timeH1bLocal areaOverseas$175k - $200k
...hybrid basis (3 days on site, 2 days remote), reporting to the Director of Finance (who reports to the CFO). This mid-sized client is based... ...reporting (some of which includes large datasets), quarterly bank reporting, prepare, analyze and review KPIs, dashboards, margin...Remote work$120k - $145k
...initiatives. • Serve as the New York entity's primary point of contact for the corporate finance team on accounting matters, banking inquiries, and insurance-related transactions. Qualifications • Bachelor's degree in Accounting, Finance, or a...Remote work- ...for an experienced Chief Financial Officer (CFO) to oversee all of iRocket’s financial management, focused on financial planning, forecasting, KPI reporting, cost analysis, investor presentations, and capital raising. This position requires the ability to maintain...Temporary work
$130k - $194.95k
...strategies Serve as the strategic finance business partner to the Global Labels GM and leadership team Lead financial planning, forecasting, reporting, and analytics for the Global Labels business Drive Annual Operating Plan (AOP), Quarterly Business Reviews (QBR),...Temporary workWork at office$150k
...through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business... ...You Apart Proficiency in tax issues for multinational US banks Leading project management teams complying with FATCA and FBAR...Full timeTemporary workH1b- ...operations, and sales. The ideal candidate will bring a strong FP&A background or business analysis mindset with the ability to... ...actionable commercial insights for leadership teams Support forecasting, budgeting, and financial planning processes Develop and maintain...
$93k - $105k
...Your primary responsibilities will be to support reporting and forecasting/budgeting processes and process improvements initiatives,... ...executable recovery plan Assist in the creation of quarterly Board of Directors' meetings deck Work cross-functionally with the accounting...Night shift$124k - $335k
...specific credentials may qualify for this opportunity What Sets You Apart In-depth knowledge of tax issues in multinational US banks Proven record in managing project management teams Proficiency in FATCA, 1441, FBAR compliance Success in developing and...Full timeH1b- ...of tax forms including 1099s, IRS pension report. # Reconcile bank and investment accounts, and prepares related journal entries... ...and develop accounting staff # Assist with budget preparation, forecasting, and financial analysis # Stays current with industry best...Work at office
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