Financial Planning & Analysis (FP&A) Lead

Financial Planning & Analysis (FP&A) Lead2 days ago Be among the first 25 applicantsAbout Training The StreetTraining The Street (TTS) is a premier global financial training firm dedicated to developing financial professionals across institutions worldwide. Our specialized programs equip participants with essential skills in financial modeling, valuation, M&A, and other critical financial competencies. With a global presence and reputation for excellence, TTS is trusted by top financial institutions, universities, and corporations to deliver high-quality training that bridges theoretical knowledge with practical application.Location: New York or Charlotte, HybridEmployment Type: Full-TimeReports To: Chief Financial OfficerRole OverviewWe are seeking an experienced Lead Financial Planning & Analysis (FP&A) professional to join our finance team. This critical role reports directly to the CFO and serves as a key strategic partner to the executive leadership team. As a solo contributor with significant visibility, you will drive financial forecasting, cash management, and various strategic initiatives while serving as an essential connector between business units and the finance/accounting functions.Key ResponsibilitiesLead the company's forecasting processes, including annual budgeting, quarterly reforecasts, and long-range planningDevelop and maintain complex financial models to evaluate business performance, forecast outcomes, and support strategic decision-makingCreate insightful management reporting packages and KPI dashboards for executive and board level leadershipAnalyze financial results, identify trends, opportunities, and risks, and communicate findings to stakeholdersTreasury & Cash ManagementOversee cash flow forecasting and management to ensure optimal liquidityPartner with accounting to maintain accurate cash position reportingRecommend and implement strategies to optimize working capitalSupport debt management activities and banking relationshipsStrategic Business PartnershipServe as a trusted financial advisor to C-suite executives and department headsLead cross-functional strategic initiatives that drive business growth and operational efficiencyTranslate financial data into actionable business insights for non-financial stakeholdersCollaborate with business units to develop financial strategies aligned with organizational goalsOperational ExcellenceDrive process improvements within the finance functionSupport the CFO and leadership with special projects including finance initiatives, operational improvements, and any potential M&A activitiesParticipate in system implementations and enhancements to improve financial reporting capabilitiesDevelop financial policies and procedures to ensure best practicesRequirementsQualificationsBachelor's degree in Finance, Accounting, Economics, or related field4+ years of progressive finance experienceExceptional financial modeling and analysis skills with advanced Excel proficiencyStrong understanding of financial statements and accounting principlesExcellent communication skills with the ability to present complex financial information to various audiencesProven ability to collaborate effectively across departments and influence decision-makingDemonstrated strategic thinking and problem-solving capabilitiesPersonal AttributesStrong business acumen and commercial awarenessExceptional attention to detail while maintaining strategic perspectiveSelf-motivated with the ability to work independently and prioritize effectivelyAdaptable to changing priorities in a dynamic environmentCollaborative mindset with excellent interpersonal skillsHigh ethical standards and integrityBenefitsWhat We OfferCompetitive salary and bonus compensationComprehensive benefits package including but not limited to: health insurance, HSA, Dental/ Vision, short/long term disability, life insurance, 401k, and parking/transit reimbursement (NY & NJ candidates only)Opportunity to impact strategic decision-making at a global companyProfessional development opportunitiesSeniority levelMid-Senior levelEmployment typeFull-timeJob functionAnalystIndustriesIT Services and IT ConsultingReferrals increase your chances of interviewing at Training The Street by 2xSet job alerts for “Financial Planning Analyst” roles. #J-18808-Ljbffr

Created: 2025-09-17