Senior Financial Analyst - Corporate FP&A

Geller & Company New York, NY
Founded in 1984, Geller & Company is a premier strategic financial advisory firm whose clients include businesses and high net worth individuals and families. Geller & Company works closely with clients to understand their needs and delivers a tailored suite of services, including Strategic CFO Consulting, Financial Reporting and Accounting, Technology, Wealth Management and Family Office Services. Headquartered in Manhattan, Geller & Company employs over 500 professionals.

Geller & Company's key client is a leading multi-billion dollar financial services company that outsources its finance organization to Geller. This includes financial planning, analysis and reporting; budgeting and forecasting; and accounting and tax work, with strategic and operational oversight of compensation, capital expenditures, real estate and other worldwide areas. Geller & Company provides world-class finance, accounting and strategic outsourced solutions to CFO's and other senior-level financial decision makers.

Geller & Company is seeking a Financial Analyst to support Corporate FP&A for our global client. Members of the Corporate FP&A Team gain exposure to strategic direction, budgets, forecasts, and results at both a consolidated level as well as at the Unit level. Another key customer of Corporate FP&A is the Management Committee of our global client. In that capacity, Corporate FP&A is the main conduit through which consolidated and key Unit business insights and financial results are communicated and reported. Corporate FP&A also works collaboratively with Corporate Treasury, Corporate Tax, and the Geller Special Projects Team. Candidates also gain experience on process excellence and innovation regarding the running of consolidated budgets, outlooks, and management reporting.

Senior Financial Analyst, Corporate Finance, Planning, and Analysis (FP&A)

You will take ownership of:

* End-to-end Monthly Corporate Flash and Quarterly Management Reporting deliverables to the Management Committee, including both the process planning and execution as well as the financial and operational analysis and synthesis of business insights.

* Direct interaction with Business Unit CFO Teams including adherence to data and insight delivery deadlines and completeness as well as inquiries and revisions to ensure deliverables portray an accurate reflection of business operations.

* All things relating to Foreign Currency impacts including management reporting, budgeting, outlooks, and 5 year projections including the month-to-month analysis in collaboration with Corporate Treasury and Accounting.

* Creation of financial analysis around monthly financial results and verbal presentation to the Corporate FP&A, Accounting, Treasury, and Tax Teams.

* Analysis and validation of monthly capital activity along with summarizing and reporting to business CFO Teams; close interaction with the Corporate Capital Team.

* Recurring monthly and quarterly deliverables to support the Special Projects and Global Compensation Teams.

* Quarterly analytical review in support of the Consolidated Financial Statements reviewed and audited by PricewaterhouseCoopers.

* Lead and/or contribute to Special Projects requested by upper management and the Management Committee.

* Management of one direct report to assist in all of the above.

We expect you to have (requirements):

* Ability to protect very sensitive Consolidated financial data

* Analytical and curious mindset

* Positive attitude especially during times of deadline pressures and workload constraints

* Intermediate to advanced Excel skills with ability to prepare and present information to support decision making

* Executive presence when presenting to senior financial leadership

* Strong multi-tasking, communication (written and verbal), and system/technical skills

* Highly motivated and independent worker; detail-oriented

* Ability to work under tight deadlines

* Accounting or Finance degree

* 4 - 6 years working experience (flexible)

We'd love to see (desirable):

* Financial modeling experience

* Prior experience creating reports in SAP/ BPC environment

* Prior experience in Corporate consolidations and reporting

* Advanced degree or certifications such as CPA/ CFA/ Project Management

If this sounds like you:

Apply! If we think you're a good match, we'll get in touch with you to let you know the next steps.

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