Overview

Financial Systems Analyst – FP&A Jobs in New York City Metropolitan Area at Social Capital Resources

Title: Financial Systems Analyst – FP&A

Company: Social Capital Resources

Location: New York City Metropolitan Area

Premier Investment Management Company is seeking an FP&A Senior Analyst to join their team!

Responsibilities:

Compilation and oversight of operating and capital budgets, including all related reporting, forecasting and planning exercises.

Develop reports, dashboards, quantitative analysis, models & insights.

Maintain understanding of where source data lives within company infrastructure, and how it is integrated with Adaptive Insights.

Manage and maintain adaptive insights including version control, integrations, data management, modeling and calculations.

Work with FP&A team to ensure the transition of budget processes from off-line excel spreadsheets into Adaptive.

Work with Finance partners to document procedures, reports, and operations.

Support admin tasks like data integrations and refreshes, upgrades and deployments.

Requirements:

Bachelor’s Degree required (majors in Finance, Accounting or related field a plus)

3+ years of experience in a financial services including supporting business systems

Advanced proficiency of Microsoft Office Applications.

Strong technical skills including SQL, Snowflake, Tableau

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