Finance Analyst – Financial Planning and Analysis

Job Description

Finance Analyst | Millennium

The Tone:
This is a full-time role at Millennium, located in New York. Millennium is a financial services firm where the Financial Planning and Analysis (“FP&A”) team is crucial for providing economic insights and supporting senior leadership in decision-making to enhance financial performance. This role is essential for managing the firm’s expense allocation process and developing analytical tools that directly influence key business strategies.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – New York
• Pay: $70000–$160000 yearly
• Team: Financial Planning and Analysis (“FP&A”) team
• Mission: Support the expense allocation process and develop critical analyses to drive key business decisions and financial performance for the organization.
• Tech Stack: Microsoft Excel, PowerPoint, Tableau/Power BI, Apptio, ServiceNow

What You’ll Actually Do
• Allocate Expenses: Partner with Core Infrastructure departments to manage expense allocation and contribute to related analyses.
• Implement Policies: Work closely with Legal and Compliance to implement and adhere to the firm’s expense allocation policies.
• Prepare Documentation: Produce reports, presentations, and other required documentation with meticulous attention to detail.
• Develop Analytics: Create ad-hoc analytics and specialized reporting tailored for senior management.
• Collaborate Firmwide: Engage with the broader Finance organization, Strategy, IT, Business Management, Legal, and Compliance on various firmwide initiatives.

The Must-Haves
• Background: Bachelor’s Degree in Accounting / Finance or a related field; experience in financial services.
• Experience: 2+ years’ experience in Financial Services or Public Accounting.
• Skills: Strong Microsoft Excel (including Pivot tables, macros) and PowerPoint skills; Strong analytical and problem-solving abilities; High attention to detail and accuracy; Capacity to communicate effectively and present to executive-level audiences.
• Bonus: Knowledge of Tableau/Power BI or data query tools; Experience with Apptio or ServiceNow; Aptitude for process improvement and efficiencies; Ability to prioritize effectively in a high-pressure, constantly changing environment with a high sense of urgency.