<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>
<p>Niche client is looking for an experienced Financial Reporting Manager for a Commodities trading business, partnering closely with the COO and senior leadership. This role is essentially the Controller for a physical commodities business. Duties include: accurate financial reporting across physical commodities, derivatives, and inventory; Analyze daily P&L attribution and provide the COO and Partners with positions and P&L reporting; perform daily reconciliation of trading system positions to general ledger balances, broker statements, and exchange clearing reports; oversee inventory accounting across elevators, terminals, port facilities, warehouses, and third-party storage locations; prepare journal entries, account reconciliations, and supporting schedules; drive timely completion of monthly, quarterly, and annual close processes; preparation of financial statements and management reports; develop variance analysis with narrative explanations; prepare monthly financial packages for the COO and Partners; budgets and forecasts; intercompany accounting; prepare elimination entries for consolidation; ASC 815, 820 and 330; daily P&L and mark-to-market reporting, hedge accounting, trading and broker reconciliations, and inventory accounting across the supply chain. This role will have direct exposure to trading operations, senior decision-makers, and opportunities to influence processes in a dynamic trading environment.</p>