<p>The FP&A analyst will lead budgeting, forecasting, and financial analysis to support strategic decision-making. This role involves analyzing financial performance, preparing reports, identifying trends, and providing insights to improve profitability and efficiency. The FP&A team member collaborates with business leaders to drive financial planning and operational initiatives.</p>
<p>A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner. </p><p><br></p><p><br></p>
<p>We are working with a client who is looking for a skilled Financial Analyst to join their team in Schenectady, New York. In this role, you will play a key part in supporting strategic financial decisions by providing accurate analysis, performance reporting, and actionable insights. The ideal candidate will thrive in a collaborative environment, possess strong analytical skills, and excel at interpreting financial data to drive business success. This direct-hire role offers a flexible hybrid schedule after an initial training period.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Conduct comprehensive cost analyses, including standard costing, variance analysis, and margin evaluation.</p><p>• Develop and oversee budgets, forecasts, and long-term financial plans to support organizational goals.</p><p>• Prepare detailed reports and actionable insights on financial performance for senior management.</p><p>• Collaborate with operational teams and leadership to identify cost drivers and recommend strategies to enhance profitability.</p><p>• Support the month-end close process by comparing actual financial data against budget and forecast projections.</p><p>• Perform ad hoc financial analyses to address specific business questions and challenges.</p><p>• Leverage data mining techniques to identify trends and opportunities within financial data.</p><p>• Assist in the refinement of financial models to improve forecasting accuracy and decision-making.</p><p>• Partner with cross-functional teams to ensure financial strategies align with overall business objectives.</p><p><br></p><p><strong><u>Salary Range:</u></strong> $60,000 - $80,000</p>