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Head of Financial Planning & Analysis (FP&A)
Onmed
Finance analyst job in White Plains, NY
Who We Are and Why Join Us
At OnMed our purpose is simple but powerful…to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America's public health infrastructure, the OnMed CareStation is the only tech-enabled, human-led, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care.
At OnMed, every role, everyday, is directly impacting the communities we serve. You'll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need.
This is not just a job…it's a movement to bring access to healthcare where and when people need it most. It's healthcare that shows up.
Who You Are
You are a strategic finance leader responsible for driving financial planning, forecasting, analysis, and insights that enable data-driven decision-making across the organization. This role partners closely with the senior leadership team to shape financial strategy, improve forecasting accuracy, and ensure financial discipline as the company scales. In addition, you will oversee rigorous financial reporting processes required of a public company, ensuring full compliance with SEC regulations, GAAP standards, internal controls, and quarterly/annual disclosure requirements. This role requires an unwavering commitment to precision, consistency, and governance in a highly regulated, public company environment.
Role's Responsibilities
Strategic Financial Leadership
Lead the company's annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements.
Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics.
Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities.
Financial Modeling & Analysis
Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies.
Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions.
Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance.
Build defensible valuation models for stakeholders to set pricing.
Create roadshow materials and financial presentations for institutional investors.
Build infrastructure for providing forward guidance to the market.
Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/
Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed.
Business Partnership
Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions.
Translate complex financial concepts into digestible insights for non-financial stakeholders.
Collaborate cross-functionally to optimize operational efficiency and resource allocation.
Corporate Finance & Board Support
Prepare materials for board meetings, investor updates, lenders, and executive reviews.
Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed.
Perform other related role's responsibilities as assigned.
Knowledge, Skills & Abilities
Advanced financial modeling, forecasting, and scenario analysis.
Strong strategic thinking and ability to translate insights into business decisions.
Expert data analysis and performance measurement skills.
Exceptional communication and executive-level storytelling.
Cross-functional partnership and influence across business units.
Proficiency with FP&A systems, ERP platforms, and BI tools.
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred.
10+ years of progressive FP&A or corporate finance experience.
Strong expertise in financial modeling, forecasting, budgeting, and performance analytics.
Demonstrated experience partnering with executive teams and leading strategic financial discussions.
Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar).
Exceptional communication skills with the ability to simplify complex information.
Proven ability to manage competing priorities in a fast-paced, high-growth environment.
Experience in high-growth operating environment.
Prior experience supporting board-level reporting and investor relations.
Familiarity with BI tools (e.g., Looker, Tableau, Power BI).
OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays.
The base salary range for this role is up to $170,000 commensurate with the candidate's experience.
OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law.
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#J-18808-Ljbffr
$170k yearly 5d ago
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Global Markets Munis Summer Analyst - NYC (Mentorship)
Mercy College 4.2
Finance analyst job in Dobbs Ferry, NY
A leading global financial institution is seeking candidates for their 2027 Global Markets Summer Analyst Program focused on municipal finance. The program offers immersive training with experienced professionals in a fast-paced environment. Analysts will provide analytical support, prepare proposals, and gain exposure to municipal securities. Ideal candidates are pursuing a 4-year degree and have strong analytical, communication, and interpersonal skills. The position is located in New York City with competitive pay.
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$65k-79k yearly est. 5d ago
Director, US FP&A - Strategic Finance Leader
Kedrion Biopharma GmbH
Finance analyst job in Fort Lee, NJ
A biopharmaceutical company seeks a Director of U.S. Financial Planning & Analysis (FP&A) in Fort Lee, NJ. You'll lead financial strategy, analyze variances, and mentor the FP&A team. With 8+ years of experience, a relevant degree, and strong financial acumen, you will be key in driving organizational growth. The position offers a competitive salary between $170,000 and $200,000. This is a full-time role aimed at enhancing business performance and fostering a collaborative culture.
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$170k-200k yearly 2d ago
Marketing Finance Leader: Innovation & ROI
Unilever Brazil
Finance analyst job in Hoboken, NJ
A prominent consumer goods company in Hoboken, New Jersey, is seeking a Senior Manager to support the North America Marketing team with financial insights and analysis. This role involves collaborating with cross-functional teams to evaluate the financial viability of new product developments and monitoring their performance. Candidates should have over 10 years of finance experience, ideally in the FMCG industry, and possess strong analytical and problem-solving skills. The position offers a competitive salary, bonus eligibility, and a comprehensive benefits package.
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$97k-152k yearly est. 4d ago
Investment Analyst
Consult Energy Inc.
Finance analyst job in Stamford, CT
Investment Analyst / Associate (Solar & Infrastructure)
An established owner and operator of commercial solar assets is looking to hire an Investment Analyst or Associate into its investment and finance team.
This is a hands-on role supporting the acquisition and development of distributed generation solar projects.
You'll work across underwriting, due diligence, and transaction execution, with exposure to the full lifecycle of real assets.
The role:
Financial modelling and investment analysis
Supporting project and portfolio acquisitions
Commercial and transaction support across PPAs, leases, and purchase agreements
Coordinating with engineering, legal, construction, and finance teams
Supporting incentive capture and regulatory processes
What we're looking for
Strong academic background with solid financial modelling skills
Experience or interest in infrastructure, energy, or real assets
Detail-oriented, organised, and comfortable handling multiple workstreams
Clear communicator with a proactive mindset
A strong opportunity for someone looking to build a career in energy investing with real responsibility from day one.
$82k-140k yearly est. 3d ago
Business Planning Analyst
LX Pantos Americas
Finance analyst job in Englewood Cliffs, NJ
Core Roles & Responsibilities:
Support KPI management and performance monitoring across logistics operations, ensuring alignment with business objectives.
Assist in Profit & Loss (P&L) analysis, budget tracking, cost analysis, and variance reporting.
Conduct data analysis to identify trends, risks, and opportunities related to cost efficiency and operational performance.
Prepare regular management reports and dashboards, including KPI results, financial performance, and operational insights.
Support planning and improvement initiatives related to cost optimization, productivity, and operational efficiency.
Collaborate with cross-functional teams including Operations, Finance, and IT to support planning and reporting activities.
Assist in ad-hoc business analysis and special projects as required by management.
Requirements:
Fluency in Korean is mandatory (verbal and written); professional proficiency in English required.
Bachelor's degree in Business Administration, Finance, Accounting, Economics, Mathematics, or a related field.
0-3 years of experience in business planning, finance, logistics, or data analysis (internship experience acceptable).
Strong analytical skills with the ability to interpret financial and operational data.
Proficiency in Excel and PowerPoint; experience with SAP, BW, TMS, or WMS is a plus.
High level of attention to detail, accuracy, and organizational skills.
Strong communication and interpersonal skills with the ability to work effectively across teams.
Self-motivated, proactive, and eager to learn in a fast-paced business environment.
Strong data analysis and extensive experience with creating data models to support business decisions using sophisticated technology are highly preferred.
Business Hours
Mon-Fri 08:00 AM to 5:00 PM
$67k-92k yearly est. 1d ago
Treasury Analyst
Atlantic Group 4.3
Finance analyst job in Stamford, CT
This role supports daily treasury and operational activities related to cash, margin, and settlement processes. The position works closely with internal teams and external counterparties to ensure accurate cash movement, reconciliation, and reporting across multiple financial products.
Primary Responsibilities
Execute daily cash movements related to margin requirements and transaction settlements
Monitor cash balances and liquidity needs, including short-term forecasting and funding activity
Review margin activity, investigate differences, and coordinate resolution of discrepancies
Reconcile cash, trades, and positions across internal systems and third-party service providers
Validate transaction details to ensure accuracy of bookings, valuations, and pricing inputs
Assess currency exposures and support execution of foreign exchange activity as needed
Contribute to the maintenance and improvement of treasury tools, workflows, and controls
Prepare operational summaries and reporting for internal stakeholders
Support process improvement initiatives and respond to time-sensitive requests
Remain current on market practices, operational standards, and industry developments
Required Qualifications
Bachelor's degree in Finance, Business, or a related discipline
2-3 years of experience in treasury operations or cash management operations
General understanding of margining, collateral processes, and financing structures
Knowledge of cash management procedures and operational risk controls
Experience with electronic payments, wire processing, and banking platforms
Exposure to derivatives, foreign exchange, equities, and fixed income products
Strong attention to detail with the ability to manage multiple priorities under deadlines
Effective written and verbal communication skills
Advanced proficiency in Microsoft Excel and standard office applications
ID:
47596
$59k-80k yearly est. 1d ago
Senior Financial Analyst | $120k+
Feldspar & Flint LLC
Finance analyst job in Bergenfield, NJ
Feldspar & Flint LLC is a NYC metro area Recruiting & Staffing firm that specializes in operational strategy across core business functions.
Our client is seeking a Senior FinancialAnalyst to support the financial planning, analysis, and reporting functions within a Healthcare organization. This role will partner closely with leadership and cross-functional teams to deliver accurate financial insights, support decision-making, and clearly communicate complex financial concepts.
Key Responsibilities
Analyze financial performance and trends to support budgeting, forecasting, and business planning
Prepare and present financial analyses and reporting materials for leadership
Build and maintain financial models to support pricing, cost analysis, and strategic initiatives
Support month-end and ad hoc financial reporting requirements
Collaborate with internal stakeholders to translate financial data into actionable insights
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
Minimum of 3 years of relevant finance or accounting experience (corporate finance, pricing, FP&A, or similar; sales or financial services experience excluded)
Advanced Excel skills, including INDEX/MATCH, SUMIF, XLOOKUP, and similar functions
Strong proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Excellent analytical, financial, and presentation skills
Preferred Qualifications
Experience in healthcare, health plans, or a regulated industry
Advanced skills in tools such as Power BI, SQL, or Python
Experience building financial models from the ground up
Exposure to full P&L ownership
Experience reviewing or supporting contract negotiations
$74k-102k yearly est. 1d ago
Procurement Analyst
Vallum Associates 3.9
Finance analyst job in Stamford, CT
Vallum continues to collaborate with a national leader in the clean energy, battery and solar storage industry. Headquatered in Stamford, CT, they develop, own and operate solar energy systems, battery storage and electric vehicle charging across the US. Iver the last 15 years they have grown to own and operate +1 GW of solar producing projects in 25 states, serving more than 500 enterprises and more than 40k community solar subscribers.
As part of the continued growth in the firm, they are looking to hire a Procurement & Logistics Analyst to be based out of Stamford, CT.
Responsibilities include, but are not limited to:
Procurement of Solar Components and Materials
Logistics and Distribution
Inventory Management
Data Analysis & Reporting
Compliance and Risk Management
Cross-Functional Collaboration
Minimum requirements:
BSc in Supply Chain Management, Logistics, Business Administration, or a related field preferred
2+ years of experience in procurement, logistics, or supply chain management, in the renewable energy
or
solar industry.
Familiarity with sourcing and managing solar components.
Experience with data analysis tools (e.g., Excel, Power BI, Tableau) for procurement and logistics reporting.
Understanding of solar energy technologies and the specifications needed for procurement of solar materials.
Strong communication and collaboration skills to work effectively with internal teams and external vendors.
***RELOCATION OFFERED***
$56k-82k yearly est. 1d ago
Senior Property Accountant
Company 3.0
Finance analyst job in Fairfield, NJ
Commercial Real Estate Property Management company seeking a Senior Accountant. This individual will support multiple commercial properties responsible for accounting and financial reporting.
Responsibilities:
Prepare and reconcile monthly financial statements, ensuring accuracy and compliance with established timelines.
Reconcile bank and investment statements to maintain financial precision.
Record monthly prepaid and accruals, contributing to comprehensive financial documentation.
Interact with clients, delivering outstanding customer service and addressing their financial queries.
Develop and execute annual budgets/forecasts, supporting strategic financial planning.
Complete accrual-based monthly financials within specified timeframes.
Reconcile accounts payable and receivables for meticulous financial record-keeping.
Record cash receipts, ensuring transparent financial tracking.
Prepare monthly variance analysis with detailed explanations for any discrepancies.
Review audited financial statements and integrate post-audit adjustments into the general ledger.
Undertake specialized assignments to support overarching financial objectives.
Qualifications:
Bachelor's degree in accounting, Finance, or related.
Prior experience as an Accountant or Auditor within the Real Estate industry.
Proficient knowledge of accounting regulations and procedures, including GAAP.
Strong organizational and analytical skills to effectively manage diverse financial responsibilities.
Ability to accomplish various tasks within stipulated timeframes.
Proficiency in MS Excel: including but not limited to Pivots, Lookups, and Formulas
$72k-94k yearly est. 2d ago
Assistant Controller
Creative Financial Staffing 4.6
Finance analyst job in Peekskill, NY
Our client, a prominent real estate firm, is seeking an Assistant Corporate Controller to manage accounting operations and financial reporting across their portfolio. This position will provide leadership to the accounting team while working in partnership with the Corporate Controller on enterprise-wide financial functions.
Key Responsibilities:
Coordinate year-end audit processes with external audit firms, ensuring accurate financial statements and supporting documentation
Oversee month-end close activities across multiple entities and produce consolidated quarterly reports with detailed variance commentary
Maintain capital asset records and manage depreciation tracking for the real estate portfolio
Lead budget development and financial forecasting at both the entity and consolidated levels
Collaborate with tax advisors on compliance matters for corporate structures and partnership entities
Manage compliance and filing obligations for sales tax across applicable jurisdictions
Handle municipal property tax reporting and filing requirements
Develop quarterly income projections to inform ownership distribution decisions
Partner with leadership to strengthen and document financial control procedures
Support executive-level financial presentations for governance and ownership meetings
Take ownership of ad hoc financial analysis and strategic projects
Required Qualifications:
Accounting degree with a minimum of 5 years in progressively responsible accounting roles
CPA designation highly desirable
Property or real estate sector experience is ideal
Proven ability to lead teams and communicate effectively across all organizational levels
Solid foundation in general ledger accounting with expert-level Excel capabilities
Familiarity with enterprise accounting systems (Sage, Yardi, or comparable platforms) preferred
Self-motivated individual who thrives in a collaborative environment and demonstrates initiative
$93k-132k yearly est. 12h ago
National Foodservice Trade Analyst
Collabera 4.5
Finance analyst job in White Plains, NY
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence.
Job Description
Summary: • The National Foodservice Trade Analyst role is responsible for providing control and compliance monitoring as well as tracking, execution and compliance of Foodservice contractual commitments. • The role also provides approval points and analysis against accounts to ensure proper and adequate customer service support to customers and field sales. • This role will support existing (and any new) National Account customer base as it relates to contract funding and volume reporting. • The role will interface with and support both Sales and Planning.
Qualifications
Major Tasks, Key Responsibilities and Key Accountabilities: - • Review and approve the set up and maintenance of all contract funding components • Monitor accruals and advances each period to ensure proper accounting is maintained • Execution of all contract funding components. • This includes entering in the contracts into EPM payment system and maintaining the contract throughout the term • Ensure contract elements are entered in accordance with contract term and in accordance with PCNA accounting policy for competitive defense expenses • Ensure accruals are established and advances are recorded using the accounting policy threshold to determine accounting treatment • Assist with improving SOX controls and supporting the documentation and review process associated with internal controls • Coordinate requests with the external/internal auditors and manage the flow of information and documentation • Work with Sales Managers to ensure compliance criteria is met and updated in contract management system for payments. • Ensure compliance updates are performed against volume reporting, brand purchasing and program execution • Proactively monitor volume reporting and work with Sales and other functions to ensure proper corrections are implemented • Ensure customer funding payments are made within terms
Additional Information
If interested, feel free to contact me:
Nirav Patel,
Technical Recruiter
Email: *****************************
phone: ************
$72k-102k yearly est. Easy Apply 60d+ ago
Head of Finance / Controller
Mai Placement
Finance analyst job in Monroe, NY
Orange County, NY - Full-Time, On-Site 120 - 160K
We're a fast-growing, service-based business with operations across multiple states. As we scale, we're looking for a finance leader who's not afraid to roll up their sleeves, build structure, and own the numbers. This is a high-impact role with daily visibility into operations and a critical seat at the leadership table.
Position Overview
This is a strategic and hands-on role for a Head of Finance / Controller responsible for end-to-end financial operations, including multi-state payroll, payroll tax filings, client billing, and money movement. You'll lead a lean team and ensure all financial functions run smoothly, compliantly, and with precision. To succeed here, you'll need 5+ years in a finance leadership role, strong command of QuickBooks and Excel, and a positive, solutions-focused mindset.
The Ideal Candidate
You're a confident finance pro with a bias for action. You're detail-oriented, fast-moving, and love solving puzzles-whether it's reconciling a tricky billing discrepancy or designing better KPIs. You thrive in high-responsibility roles and are comfortable managing people, processes, and platforms.
Key Responsibilities
• Oversee all accounting functions, including financial reporting, compliance, and reconciliations
• Manage multi-state payroll, payroll taxes, and related filings
• Own client billing processes, including accuracy, reporting, and collections
• Handle money movement, bank reconciliations, and ACH transactions
• Lead budgeting, forecasting, and performance tracking
• Support internal audits and ensure financial best practices
• Hire, train, and manage finance staff
Qualifications
• 5+ years of experience as a Controller, Finance Director, or similar role
• Strong background in multi-state payroll and payroll tax compliance
• High proficiency in QuickBooks and Excel
• Track record of leading a finance or accounting team
• Excellent communication, organization, and analytical skills
• Bachelor's degree in Accounting, Finance, or related field (CPA a plus)
Must-Haves
• 5+ years in finance leadership or controller-level role
• Hands-on multi-state payroll and tax filing experience
• Proficient in QuickBooks and Excel
• Ability to work full-time, on-site in Orange County, NY
Benefits
• Competitive base salary and performance incentives
• Stable, growing company with long-term leadership opportunity
• Ownership of all financial operations
• Strong team environment with leadership visibility
If you're a finance leader ready to build structure, own results, and take full charge of the back office-this is an exciting opportunity to grow with a company that values both speed and accuracy.
Email Resume: **********************
$93k-149k yearly est. Easy Apply 60d+ ago
Head of FX Quantitative Strategy (USA)
Trexquant Investment 4.0
Finance analyst job in Stamford, CT
Job Description
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge.
Responsibilities
Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies.
Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes.
Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies.
Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies.
Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
Requirements
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in researching and trading quantitative FX based strategies.
Experience managing or leading a team of quant researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary, plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Trexquant is an Equal Opportunity Employer
$81k-123k yearly est. 11d ago
Financial Analyst
Financial Consulting Strategies 3.7
Finance analyst job in Ramsey, NJ
Shape Your Career with Us
Seeking Bright Minds to Drive Excellence
Are you a sharp thinker, pretty organized and have a passion for writing and analysis? At Financial Consulting Strategies, LLC, we're searching for exceptional talent to join our team and help us solve complex challenges for our business clients. Great opportunity to make an impact on companies leading the way with world changing technologies and solutions.
Position: FinancialAnalyst
About the Role
As part of our dynamic team, you will:
Leverage your analytical thinking to evaluate data and provide actionable insights as part of our client financial advisory team.
Showcase your writing skills by creating clear, compelling, and professional reports and communications.
Leverage our on-the-job finance training and our mentorship programs to help you develop new skills to support growth in decision-making and strategy development.
This role is designed for individuals who are eager to grow, thrive in a fast-paced environment, and excel in problem-solving.
What We're Looking For
Strong written communication skills, with the ability to convey complex ideas concisely.
Exceptional analytical abilities, with a knack for identifying patterns and solutions. Demonstrated ability to learn and apply concepts under our training and development programs, including project management, technical research, accounting and finance.
A strong academic record and demonstration of involvement in college, civic and other community activities is preferred.
A proactive and curious mindset, with a drive for continuous learning.
What We Offer
Professional Development: Opportunities for training, mentorship, and career progression.
Collaborative Environment: Work alongside talented professionals in a supportive and innovative setting.
Impactful Work: Contribute to meaningful projects that drive results and add value.
Apply Today
(This is not a Data Analyst Position)
Ready to take the next step in your career? Submit your resume and a brief cover letter showcasing your writing and analytical skills to **************************** or visit *********************** .
Let's Build the Future, Together.
Job Title: Financial Planning & Analysis (FP&A) Analyst
Company: Fusion Transport
About Us: Fusion Transport is a leading shipping and logistics company headquartered in Rutherford, NJ. We specialize in providing cutting-edge solutions to meet the dynamic needs of our global customer base. As we continue to expand our operations and enhance our services, we are looking to add a skilled FP&A Analyst to our team to support strategic decision-making and financial planning.
Job Description:
We are seeking an experienced and detail-oriented FP&A Analyst to join our growing finance team. The ideal candidate will have 5+ years of experience in financial planning and analysis, with a strong proficiency in NetSuite. As an FP&A Analyst, you will play a critical role in providing financial insights, forecasting, budgeting, and supporting key financial strategies that drive the success of Fusion Transport.
Key Responsibilities:
Develop and maintain financial models to support budgeting, forecasting, and financial analysis.
Prepare and present monthly, quarterly, and annual financial reports to senior management, providing insights into financial performance.
Collaborate with cross-functional teams to gather relevant data and analyze financial trends, costs, and operational performance.
Assist in the preparation of annual budgets and rolling forecasts, ensuring alignment with business goals and objectives.
Analyze variances between actual and forecasted results, providing recommendations for corrective actions when necessary.
Leverage NetSuite to track and analyze financial data, create reports, and ensure data integrity.
Support the strategic decision-making process by providing financial analysis on new projects, acquisitions, and operational initiatives.
Work with accounting and operations teams to ensure accurate and timely reporting of financial data.
Identify opportunities for process improvements in financial planning and analysis processes.
Assist with ad hoc financial analysis and reporting as required by leadership.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
A minimum of 5 years of experience in financial planning and analysis, with experience in the shipping and logistics industry a plus.
Strong proficiency in NetSuite and advanced Excel skills.
Experience in developing financial models, forecasting, budgeting, and variance analysis.
Strong analytical skills with the ability to interpret complex financial data and communicate findings to non-financial stakeholders.
Excellent organizational and time-management skills with the ability to handle multiple priorities in a fast-paced environment.
Ability to work independently and as part of a team, demonstrating excellent communication and interpersonal skills.
Knowledge of shipping and logistics industry trends and financial metrics is a plus.
$75k-104k yearly est. 27d ago
Health Care Economics Analyst
MVP Health Care 4.5
Finance analyst job in Tarrytown, NY
**Join Us in Shaping the Future of Health Care** At MVP Health Care, we're on a mission to create a healthier future for everyone. That means embracing innovation, championing equity, and continuously improving how we serve our communities. Our team is powered by people who are curious, humble, and committed to making a difference-every interaction, every day. We've been putting people first for over 40 years, offering high-quality health plans across New York and Vermont and partnering with forward-thinking organizations to deliver more personalized, equitable, and accessible care. As a not-for-profit, we invest in what matters most: our customers, our communities, and our team.
**What's in it for you:**
+ Growth opportunities to uplevel your career
+ A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
+ Competitive compensation and comprehensive benefits focused on well-being
+ An opportunity to shape the future of health care by joining a team recognized as a **Best Place to Work For in the NY Capital District** , one of **the Best Companies to Work For in New York** , and an **Inclusive Workplace** .
You'll contribute to our humble pursuit of excellence by bringing curiosity to spark innovation, humility to collaborate as a team, and a deep commitment to being the difference for our customers. Your role will reflect our shared goal of enhancing health care delivery and building healthier, more vibrant communities.
**Qualifications you'll bring:**
+ Bachelor's degree of applicable study with minimum of 3 years of experience in Health Care Analytics role or Advanced degree in math or statistics, and at least 1 year of experience working with Health Care data
+ Working knowledge of Provider Billing/Reimbursement methodologies
+ Foundational knowledge of MVP's markets and products and awareness of competitive landscape
+ Working knowledge of MVP Data assets including claim, pharmacy, member and provider data
+ Proficiency in SQL and Microsoft suite of products including Power Platform
+ Curiosity to foster innovation and pave the way for growth
+ Humility to play as a team
+ Commitment to being the difference for our customers in every interaction
**Your key responsibilities:**
+ Collaboration with team leader, peers and key stakeholders across the organization
+ Research and query multiple data sources, manipulate large sets of data using appropriate tool
+ Identify and implement the most efficient solution for the business problem with forward thinking mindset to leverage automation and efficiency
+ Leverage AI, Machine Learning or Statistical software where appropriate to advance analytics
+ Validation of data, data models and reporting for accuracy and soundness
+ Actively seek to draw inferences from the data to drive actionable insights/strategic discussions
+ Actively seek to understand the why and how to add value to business request vs. just doing the request
+ Actively challenge the status quo and find a better way
+ Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer.
**Where you'll be:**
Location: In New York. Onsite in one of our offices 3-4 days per week.
\#CS
**Pay Transparency**
MVP Health Care is committed to providing competitive employee compensation and benefits packages. The base pay range provided for this role reflects our good faith compensation estimate at the time of posting. MVP adheres to pay transparency nondiscrimination principles. Specific employment offers and associated compensation will be extended individually based on several factors, including but not limited to geographic location; relevant experience, education, and training; and the nature of and demand for the role.
We do not request current or historical salary information from candidates.
$69,383.00-$92,279.00
**MVP's Inclusion Statement**
At MVP Health Care, we believe creating healthier communities begins with nurturing a healthy workplace. As an organization, we strive to create space for individuals from diverse backgrounds and all walks of life to have a voice and thrive. Our shared curiosity and connectedness make us stronger, and our unique perspectives are catalysts for creativity and collaboration.
MVP is an equal opportunity employer and recruits, employs, trains, compensates, and promotes without discrimination based on race, color, creed, national origin, citizenship, ethnicity, ancestry, sex, gender identity, gender expression, religion, age, marital status, personal appearance, sexual orientation, family responsibilities, familial status, physical or mental disability, handicapping condition, medical condition, pregnancy status, predisposing genetic characteristics or information, domestic violence victim status, political affiliation, military or veteran status, Vietnam-era or special disabled Veteran or other legally protected classifications.
To support a safe, drug-free workplace, pre-employment criminal background checks and drug testing are part of our hiring process. If you require accommodations during the application process due to a disability, please contact our Talent team at ******************** .
$69.4k-92.3k yearly 24d ago
Senior Investment Analyst
NYPA Home
Finance analyst job in White Plains, NY
The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
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Responsibilities
Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
Support the management of all external relationships.
Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
Prepare documentation for all investment-related audit requests conducted internally or externally.
Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
Financial experience with exposure to accounting practices, long range planning, etc., preferred.
Experience with the development of financial models/tools to convey business impacts.
Excellent verbal and written communication skills.
Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
$98k-135k yearly 36d ago
2027 Wealth Management Summer Analyst Program (New York)
Morgan Stanley 4.6
Finance analyst job in Harrison, NY
Launch Your Career with a World-Class Summer Experience Are you ready to accelerate your growth, expand your skillset, and make a real impact at one of the world's premier financial institutions? Join Morgan Stanley's Wealth Management Summer Analyst Program-a 10-week, high-impact experience designed to provide broad exposure to the Wealth Management Home Office and develop future leaders.
Program Overview:
Summer Analysts join one of many dynamic teams at the heart of Wealth Management's innovation-shaping product strategy, investment solutions, digital platforms, and research that empower Financial Advisors and clients.
Before joining your placement team, you'll complete a week-long training program designed to build technical skills, business knowledge, and professional connections. From day one, you'll experience Morgan Stanley's collaborative culture and take on meaningful work similar to that of a Full-Time Analyst.
Placements are based in either the New York Metro area or our Wealth Management Headquarters in Purchase, NY, depending on your team's location-giving you exposure to the center of strategic decision-making in Wealth Management.
Responsibilities:
Responsibilities vary by group, offering exposure to multiple facets of Wealth Management. You will collaborate with your team and the broader division to create tailored solutions for clients.
Potential Home Office roles include (but are not limited to):
* Product Development & Management
* Investment Research & Due Diligence
* Analytics & Data
* Field Services
* Financial Wellness
* Marketing
* Business Development
* Strategy
* Portfolio Construction
* Sales Engagement
* Digital Strategy
* Risk & Administration
Qualifications:
Analysts who succeed here embrace diverse assignments and create impact everywhere. We're looking for candidates who are excited to broaden their horizons-those who thrive on variety, adapt quickly, and see every placement as a chance to grow and make an impact. Additional requirements include:
* Pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028
* Minimum 3.5 GPA
* Basic knowledge and strong interest in finance
* Analytical, results-driven, and able to multi-task
* Team player with a positive attitude
* Strong oral and written communication skills
* Legally authorized to work in the U.S. without requiring sponsorship, now or in the future, for employment visa status
Application Process & Deadlines:
In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by March 13, 2026 at 11:55 PM EST and HireVues completed by March 15, 2026 at 11:55 PM EST to be considered.
Expected base pay rate for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Key Message for Candidates:
This program is designed for individuals who are flexible, curious, and eager to learn across multiple disciplines. Preferences are noted, business needs drive placements. Candidates should embrace the opportunity to gain diverse experiences that will prepare them for the Wealth Management Full-Time Rotational Program and future leadership roles.
Job Level
Summer Analyst
Program
Summer Analyst
How much does a finance analyst earn in Clarkstown, NY?
The average finance analyst in Clarkstown, NY earns between $54,000 and $125,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Clarkstown, NY
$82,000
What are the biggest employers of Finance Analysts in Clarkstown, NY?
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