29 results for Performance Analyst in Uniondale, NY

Portfolio Analyst

Staten Island, NY
onsite
Permanent
110000 - 120000 USD / Yearly
110,000 - 120,000 benefits:<ul><li>hybrid</li><li>health</li><li>dental</li><li>vision</li><li>paid time off</li></ul>Our client, a rapidly expanding financial services company based in Staten Island, is seeking a Portfolio Analyst to join their team. This is an excellent opportunity for a detail‑oriented candidate looking to grow within a collaborative and stable organization. Key Responsibilities<ul><li>Analyze and monitor a portfolio of restructured loans and commercial credits.</li><li>Conduct thorough credit analysis, risk assessments, and ongoing portfolio reviews.</li><li>Track and evaluate loan repayment performance, identifying trends, issues, and variances.</li><li>Prepare regular portfolio reports and recommend actions to mitigate risk.</li><li>Partner with internal teams to support underwriting, compliance, and lending decisions.</li></ul>Qualifications<ul><li>4+ years of experience in credit analysis, loan restructuring, workout, or portfolio management.</li><li>Strong analytical and financial modeling skills.</li><li>Experience monitoring loan performance and repayment activity.</li><li>Bank credit training strongly preferred.</li><li>Excellent communication skills and ability to interpret complex financial data.</li></ul>This company offers an excellent benefits and compensation package. To apply email a resume in a word format. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.
2026-02-27T00:00:00Z

Analyst

Mount Kisco, NY
onsite
Permanent
150000 - 200000 USD / Yearly
We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation. Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf Responsibilities:• Advise clients on estate planning strategies to protect and manage their assets effectively.• Develop tailored tax planning solutions to optimize financial outcomes for clients.• Conduct detailed investment analyses to identify opportunities and mitigate risks.• Build and maintain strong client relationships by providing exceptional service and clear communication.• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.• Monitor market trends and equity investments to provide informed recommendations.• Prepare detailed reports and presentations to communicate financial insights and strategies.• Ensure compliance with financial regulations and industry standards in all advisory services.• Utilize advanced financial tools and software to enhance analysis and decision-making processes
2026-03-06T00:00:00Z

Financial Analyst

Plainview, NY
onsite
Temporary
24 - 26 USD / Hourly
We are looking for a dedicated Financial Analyst to join our team! This role offers the opportunity to contribute to meaningful financial insights while honing your analytical skills! Opportunity for growth beyond! Responsibilities:• Perform in-depth revenue analysis to identify trends and opportunities for growth.• Utilize advanced Excel skills to manage and interpret financial data effectively.• Assist in the preparation of financial forecasts and budgets.
2026-03-23T00:00:00Z

Financial Analyst

Stamford, CT
onsite
Temporary
25 - 35 USD / Hourly
Position Overview:We are seeking an analytical and detail-oriented Financial Analyst with advanced skills in Excel and experience working with large data sets. The ideal candidate will have exposure to core accounting functions and a strong track record of collaborating across departments. This is an onsite role in Stamford, offering the opportunity to work with multiple stakeholders and support critical business decision-making through data-driven analysis.Key Responsibilities:<ul><li>Analyze, interpret, and manipulate large data sets to provide actionable insights and support financial planning and forecasting.</li><li>Develop and maintain complex Excel models, using advanced functions such as pivot tables, VLOOKUPs, and data visualization tools.</li><li>Support month-end close, variance analysis, and other core accounting processes.</li><li>Prepare financial reports and presentations for management and cross-functional teams.</li><li>Partner with accounting, operations, and other internal teams to collect, validate, and reconcile financial data.</li><li>Identify trends, risks, and opportunities to support strategic initiatives.</li><li>Recommend process improvements to increase efficiency in data collection, analysis, and reporting.</li></ul>
2026-03-05T00:00:00Z

Financial Analyst

Irvington, NY
onsite
Permanent
80000 - 100000 USD / Yearly
We are seeking a results-driven Financial Analyst/Associate (Pricing) to join our Finance & Analytics team. In this role, you will play a key part in developing and executing pricing strategies, analyzing customer profiles and market dynamics to optimize decisions that drive profitability and long-term value. You will build, maintain, and enhance pricing models to support business partners and actively identify process improvements that lead to greater operational outcomes. This position is ideal for a strategic thinker with strong analytical skills who thrives on transforming complex data into actionable business recommendations.
2026-03-09T00:00:00Z

Financial Analyst

Upper Saddle River, NJ
onsite
Permanent
80000 - 90000 USD / Yearly
We are looking for a dedicated Financial Analyst to join our team in Upper Saddle River, New Jersey. The ideal candidate will excel in financial analysis and modeling, supporting the organization’s decision-making process with accurate insights and data-driven recommendations. This role is an excellent opportunity for someone who is detail-oriented and passionate about turning complex financial data into actionable strategies. Responsibilities:<ul><li>Manage daily financial operations for the speaker bureau, including budgeting, forecasting, accruals, and variance analysis</li><li>Develop and oversee Statements of Work (SOWs), ensuring required approvals</li><li>Create and manage budgets, proposals, and complex SOWs</li><li>Prepare and deliver monthly budgets, accrual reports, and financial updates</li><li>Partner with Program Directors to review monthly accruals</li><li>Ensure accurate reconciliations and client-ready financial reports</li><li>Provide invoicing details to Accounts Receivable for timely billing</li><li>Set up new projects, including job numbers and records</li><li>Ensure compliance with internal and client SOPs</li><li>Support client meetings, accrual discussions, and process improvement efforts</li></ul>
2026-02-27T00:00:00Z

Financial Analyst

New York, NY
onsite
Permanent
90000 - 100000 USD / Yearly
We are looking for an experienced Financial Analyst to join our team in New York, New York. This position plays a key role in managing budgets, overseeing financial reporting, and ensuring compliance with grant agreements. As part of our non-profit organization, you will collaborate closely with program and regional staff to support financial planning and analysis for global programs and initiatives. Responsibilities: • Collaborate with program and regional teams to create detailed budgets and forecasts for various programs, grants, departments, and offices worldwide. • Manage financial reporting across departments, regions, and grants, ensuring adherence to specific guidelines outlined in grant agreements. • Provide guidance to departments and regional staff on budgeting, allocation processes, and financial reporting requirements. • Develop and maintain templates for restricted and unrestricted grant budget-to-actual reports, ensuring accurate tracking and timely updates. • Monitor grant balances and prepare detailed reports on a monthly basis or as requested. • Support the organization in meeting financial compliance standards for both restricted and unrestricted funding sources. • Analyze financial data to identify trends and provide actionable insights for decision-making. • Ensure proper allocation of resources in alignment with organizational goals and grant requirements. • Assist in preparing financial models to evaluate program feasibility and sustainability. • Work closely with leadership to improve financial processes and reporting mechanisms.
2026-03-12T00:00:00Z

Financial Analyst

Parsippany, NJ
onsite
Permanent
90000 - 110000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Parsippany, New Jersey. This role involves supporting sales systems, managing trade spend analytics, and enhancing forecasting processes to drive strategic decision-making. The ideal candidate will excel in data analysis, process improvement, and cross-functional collaboration. Responsibilities: • Maintain and improve BluePlanner systems to ensure the accuracy of pricing, promotions, customer hierarchies, and trade budgets. • Provide direct support to Sales Managers by guiding system navigation and promoting effective use of tools. • Audit system entries to identify and resolve discrepancies, ensuring continuous improvement in data integrity. • Develop tools and frameworks to monitor trade spend and deliver insights for strategic decision-making. • Analyze promotional performance using syndicated data to identify trends and recommend actionable improvements. • Collaborate with Sales Managers to conduct quarterly trade reviews, presenting insights and corrective actions. • Partner with Sales and Operations teams to validate and refine forecast inputs, ensuring alignment with business goals. • Enhance forecasting processes and tools to improve visibility and accuracy in volume estimations. • Identify opportunities to automate and streamline reporting processes, boosting operational efficiency. • Translate complex data into actionable insights and recommendations for cross-functional teams.
2026-03-23T00:00:00Z

Business Analyst

West Babylon, NY
onsite
Permanent
70000 - 75000 USD / Yearly
We are looking for a skilled Business Analyst to join a dynamic construction company in West Babylon, New York. In this role, you will utilize your analytical expertise to evaluate processes, identify gaps, and recommend solutions that align with business goals. This position offers an opportunity to collaborate with cross-functional teams and contribute to optimizing operations in a fast-paced environment. Responsibilities:• Analyze business processes to identify inefficiencies and recommend improvements.• Conduct gap analysis to assess discrepancies between current and desired states.• Review and evaluate documentation to ensure compliance with organizational standards.• Provide customer service support through call center operations when needed.• Interpret data and create detailed reports to aid in decision-making processes.• Work closely with construction teams to align business objectives with operational needs.• Develop cost-effective solutions that enhance performance and reduce waste.• Facilitate meetings and workshops to communicate findings and project updates effectively.
2026-03-12T00:00:00Z

Business Analyst

Piscataway, NJ
remote
Temporary
61.75 - 71.5 USD / Hourly
We are looking for a skilled and detail-oriented Business Analyst to contribute to the development and improvement of our Global Portal. In this role, you will work closely with diverse teams, including Product Management, IT, Operations, and Business Stakeholders, to create solutions that enhance the digital experience for customers. This is a long-term contract position based in Piscataway, New Jersey. Responsibilities: • Analyze and document business, functional, and non-functional requirements by conducting workshops, interviews, and system evaluations. • Develop detailed process maps to identify inefficiencies, gaps, and opportunities for optimization and automation. • Collaborate with cross-functional teams to create and maintain clear use cases and workflow diagrams. • Facilitate alignment among Product Management, Development, QA, and Stakeholders to ensure mutual understanding of priorities and requirements. • Support the testing phase by creating test cases, assisting in execution, and validating results during User Acceptance Testing. • Provide training and knowledge transfer for both internal teams and external customers, ensuring seamless adoption of new features. • Act as a subject matter expert for the Global Portal, ensuring consistency in customer experience across different regions and products. • Partner with change management teams to prepare businesses for new portal enhancements and ensure successful implementation. • Coordinate with Product and Program Managers to monitor project progress, address risks, and manage scope adjustments.
2026-03-19T00:00:00Z

Business Analyst

Melville, NY
onsite
Permanent
130000 - 170000 USD / Yearly
We are looking for a highly skilled Business Analyst to join our team in Melville, New York. This role will be pivotal in managing enterprise systems, driving process improvements, and ensuring seamless integration across business applications. The ideal candidate will excel at bridging technical solutions with business needs, fostering collaboration among diverse teams, and delivering impactful results. Responsibilities: • Oversee the architecture, configuration, and data flow of enterprise platforms, ensuring optimal system performance and reliability. • Lead integration efforts between business applications to facilitate efficient and accurate data exchange. • Manage upgrades and enhancements for systems to maintain stability and modern functionality. • Identify and implement process improvements to enhance operational efficiency and reduce manual tasks. • Develop and automate workflows to streamline operations across engineering, production, and administrative teams. • Act as a liaison between internal teams, external consultants, and software providers to translate business needs into actionable solutions. • Drive the execution of system rollouts, upgrades, and improvement projects, ensuring timely and budget-conscious delivery. • Design dashboards, reports, and analytical tools to support decision-making and improve operational visibility. • Maintain and organize SharePoint sites, including permissions and document management. • Deliver training sessions, create documentation, and provide user support to ensure effective system usage and adherence to policies.
2026-03-12T00:00:00Z

Business Analyst

New York, NY
onsite
Permanent
100000 - 105000 USD / Yearly
Accelerated growth has led us to seek an experienced Business Analyst to optimize our operations systems, streamline integrations, and enhance business intelligence capabilities. Reporting directly to the Director of Digital Product, you'll drive the continuous improvement and effective use of technology to elevate our operational efficiency. Responsibilities:• Collaborate closely with Operations and Product teams to identify, document, and solve complex WMS and backend system challenges.• Provide software analysis and requirements when it comes to operational implementations, (EDI, Shipping methods, WMS systems, Automation)• Coordinate data transfer / API troubleshooting and liaise effectively between vendors and internal Product Team members, ensuring accurate communication of technical issues.• Design, execute, and oversee rigorous system testing and validation processes, particularly within sandbox environments for WMS or supply chain applications• Support integration projects with external vendors and actively contribute to requirements development.• Conduct detailed business intelligence and data analysis, identifying critical issues related to customs duties, postage fees, and other operational expenditures to avoid financial losses.• Actively contribute to Operational technical system requirements such as Quickbase and CMMS Troubleshoot and analyze software issues related to fulfillment and other operational technologiesQualifications:• 4+ years of experience supporting or implementing software systems, preferably in product management or business analysis roles.• 4+ years combined experience in warehouse management systems (WMS), supply chain technologies, EDI implementations, or similar domains.• Experience performing rigorous software testing and validation in Agile environments.• Ability to read, interpret, and communicate API functionality effectively.• Excellent documentation and communication skills, capable of clearly translating complex requirements across teams.• Strong analytical and technical troubleshooting skills; able to communicate clearly and propose actionable solutions.• A collaborative, solution-focused mindset, able to manage projects independently from conception through implementation.• Proactive, organized, and detail-oriented, with excellent interpersonal and communication abilities.• A passion for continuous learning and adapting quickly to evolving challenges.• Willingness and ability to be present onsite or maintain frequent visits to facilitate smooth operations, knowledge transfer, and team collaboration.
2026-03-17T00:00:00Z

Budget Analyst

Staten Island, NY
onsite
Contract / Temporary to Hire
38 - 42 USD / Hourly
We are looking for a skilled Budget Analyst to join our team in Staten Island, New York. In this Contract to permanent position, you will play a key part in managing and coordinating budget processes, grant support, and financial compliance for a nonprofit organization. This position offers an opportunity to contribute to impactful projects while ensuring fiscal accountability and strategic planning. Responsibilities: • Lead the annual budget planning process for city, state, federal, and foundation grants, ensuring alignment with organizational needs. • Prepare, review, and submit grant budgets, modifications, and monthly reports in collaboration with program staff. • Monitor expenditures, manage timely submission of vouchers, drawdowns, invoices, and financial reports. • Track grant performance against budgets and provide monthly updates to leadership. • Assist in preparing regulatory cost reports and address inquiries from auditors or funders. • Develop and refine tools and templates to streamline budget planning and tracking. • Oversee payroll distribution and ensure accurate allocation of salaries and fringe benefits across various grants. • Allocate shared and indirect costs across funding streams using approved methodologies. • Manage and track funding for workforce enhancement initiatives and cost-of-living adjustments. • Support procurement processes by maintaining compliance policies, reviewing contracts, and identifying cost-effective purchasing solutions.
2026-03-25T00:00:00Z

Billing Analyst

New York, NY
onsite
Temporary
38 - 44 USD / Hourly
We are looking for an experienced Billing Analyst to join our team on a contract basis in New York, New York. This position demands someone with strong attention to detail who can efficiently manage high-volume billing cycles in a fast-paced legal environment. The ideal candidate will excel in preparing and processing invoices, handling e-billing tasks, and collaborating with partners to ensure timely and accurate billing. Responsibilities: • Prepare, review, and finalize monthly invoices for assigned practice groups, ensuring accuracy and compliance with client billing guidelines. • Monitor and process e-bills through platforms such as eBill Hub and other client portals. • Collaborate closely with partners to obtain invoice approvals, make necessary adjustments, and refine narratives. • Address and manage unbilled time entries, coordinating with internal teams to ensure timely billing. • Work alongside the billing team to meet deadlines and maintain consistent workflow. • Follow up on collections by identifying issues or delays and flagging them to the appropriate teams. • Utilize firm-issued equipment to work remotely when required. • Support the implementation and management of billing systems, ensuring efficiency and accuracy.
2026-03-26T00:00:00Z

Marketing Analyst

New York, NY
onsite
Temporary
76 - 88 USD / Hourly
We are looking for a skilled Marketing Analyst to join our team in New York, New York. In this long-term contract position, you will play a pivotal role in shaping data-driven marketing strategies and delivering actionable insights across a diverse brand portfolio. The ideal candidate will thrive in a collaborative environment, working closely with cross-functional teams to optimize media investments and measurement frameworks. Responsibilities: • Lead the development and execution of a comprehensive learning and measurement strategy for various brands. • Design and implement robust in-market test plans, including media mix, channel effectiveness, creative impact, and audience segmentation. • Analyze complex test data and translate findings into strategic recommendations for senior stakeholders. • Act as a liaison between media investment, data science, and strategy teams to ensure smooth execution of testing initiatives. • Collaborate with econometrics-focused teams to validate and enhance marketing mix modeling insights. • Oversee multiple test-and-learn initiatives simultaneously, managing timelines, deliverables, and reporting outcomes. • Provide guidance on transitioning to advanced measurement frameworks, moving beyond traditional attribution models.
2026-03-13T00:00:00Z

Funding Analyst

Stamford, CT
onsite
Temporary
19 - 22 USD / Hourly
We are looking for a Funding Analyst to join our team in Stamford, Connecticut. In this role, you will evaluate the financial health of companies seeking funding and help structure deals to meet their needs. This is a long-term contract position that offers the opportunity to work in a collaborative and dynamic environment. Responsibilities: • Conduct detailed assessments of client creditworthiness to support funding decisions. • Analyze financial data and company performance to evaluate potential investment opportunities. • Collaborate with team members to structure funding deals that align with company objectives. • Prepare and deliver financial reports, including ad hoc analyses, to support decision-making processes. • Manage and update customer relationship management (CRM) systems to track client interactions and deal progress. • Perform in-depth credit analyses to determine eligibility and risk levels for funding. • Assist in the development of strategies for improving financial outcomes and deal structures. • Participate in meetings with stakeholders to discuss findings and recommendations. • Ensure compliance with internal standards and external regulations during the analysis and deal structuring process.
2026-03-25T00:00:00Z

Benefits Analyst

New York, NY
onsite
Temporary
31.35 - 36.3 USD / Hourly
We are looking for a highly skilled Benefits Analyst to join our team in New York, New York. This is a long-term contract opportunity within the dynamic advertising industry, offering an exciting chance to contribute to comprehensive benefits management and coordination. The ideal candidate will excel at navigating complex situations, providing exceptional support, and ensuring seamless benefits administration. Responsibilities: • Manage inquiries related to Leave of Absence policies, including associated benefits such as health, welfare, commuter plans, pay cycles, and eligibility. • Receive training on medical plans and organizational terms to effectively address benefits-related questions and navigate public benefits platforms. • Communicate directly with agencies to resolve issues and ensure compliance, often in high-pressure situations. • Provide proactive problem-solving by identifying and addressing gaps in benefits processes. • Deliver outstanding customer service by engaging with stakeholders and maintaining positive relationships. • Coordinate benefits programs to ensure accuracy and adherence to company policies and regulations. • Analyze benefits data to identify trends and recommend improvements. • Collaborate with various departments to ensure proper implementation and communication of benefits initiatives. • Maintain up-to-date knowledge of FMLA and other relevant laws to ensure compliance in all benefits activities.
2026-03-25T00:00:00Z

Revenue Analyst

Red Bank, NJ
remote
Permanent
100000 - 120000 USD / Yearly
We are looking for a detail-oriented Revenue Analyst to join our team in Central New Jersey. This role requires a strong analytical mindset and expertise in healthcare revenue cycles, including payer and commercial insurance processes for surgical procedures. The position offers flexibility, with the option to work remotely or occasionally visit the office. Responsibilities:• Conduct thorough analyses of revenue cycles, focusing on payer and insurance processes for surgical procedures.• Develop and maintain financial reports using tools such as Power BI and Excel to support decision-making.• Apply coding principles and classifications to ensure accurate revenue recognition and compliance.• Collaborate with management to present findings and recommendations clearly and effectively.• Monitor and evaluate revenue trends to identify opportunities for optimization.• Ensure proper coding practices are followed to support accurate financial reporting.• Support the integration of new practices into the revenue cycle framework as the organization grows.• Identify discrepancies in revenue data and implement corrective measures.• Provide insights and analytics to improve operational efficiency within the revenue cycle.• Partner with cross-functional teams to align revenue strategies with organizational goals.
2026-03-11T00:00:00Z

Compliance Analyst

New York, NY
onsite
Permanent
75000 - 90000 USD / Yearly
We are looking for a Compliance/Operations Analyst to join our team in New York, New York. In this role, you will play a vital part in ensuring adherence to regulatory standards and operational excellence within a dynamic financial services environment. The ideal candidate will have a strong understanding of compliance processes and a keen eye for detail. Client Onboarding• Review and process new account documentation• Ensure completeness and regulatory accuracy of client files• Follow up on missing documentation• Maintain organized electronic recordsCompliance Support• Perform KYC, CIP, and AML documentation checks• Conduct TRACE trade reporting reviews and reconciliations• Assist with internal and external audit preparation• Escalate potential compliance concerns appropriatelyCredit & Documentation• Support periodic credit review processes• Gather and analyze required credit documentation• Ensure alignment with internal policies and regulatory requirementsOperational Support• Track workflow deadlines and maintain process integrity• Update internal systems accurately and consistently• Communicate effectively with internal stakeholders
2026-03-11T00:00:00Z

Financial Analyst - Entry Level

Jersey City, NJ
onsite
Temporary
22 - 24 USD / Hourly
We are looking for a motivated and detail-oriented Financial Analyst to join our team in Jersey City, New Jersey. This position is ideal for someone eager to develop their skills in financial reporting, data analysis, and market research. As a long-term contract role, it offers the opportunity to collaborate with internal teams, contribute to critical projects, and grow professionally in a dynamic environment. Responsibilities:• Ensure the accurate and timely maintenance of system data for reporting purposes.• Assist with pricing updates, validate sales data, and monitor overall performance metrics.• Coordinate with various internal teams to streamline processes and ensure operational efficiency.• Provide administrative support and handle ad-hoc tasks as needed.• Contribute to the development of financial models and data visualizations.• Analyze financial trends and market data to support decision-making.• Prepare presentations and reports to effectively communicate analytical findings.
2026-03-25T00:00:00Z

Business Process Analyst

Piscataway, NJ
onsite
Temporary
39.5865 - 45.837 USD / Hourly
A large academic institution is seeking a proactive and strategic Business Process Analyst to evaluate, optimize, and support business operations related to its Salesforce Service Cloud platform. This individual will work closely with department heads and stakeholders across multiple departments, providing insight and recommendations to improve student-facing services, advisor workflows, and internal processes.This role will serve as a key bridge between business operations and technical development, helping to ensure the institution is making the most effective and efficient use of its Salesforce platform.Key Responsibilities:<ul><li>Evaluate existing workflows, procedures, and systems related to Salesforce Service Cloud</li><li>Conduct process mapping and gap analysis to identify inefficiencies and recommend improvements</li><li>Collaborate with department leaders to advise on optimal usage of Salesforce for case management, student support, knowledge management, and agent automation</li><li>Support the configuration and optimization of Service Cloud agents, case routing, and automation processes</li><li>Lead discovery sessions and conduct interviews with advisors, student support teams, and administrators to understand current-state operations</li><li>Research best practices in higher education, particularly in how academic advising and student services are delivered using CRM tools</li><li>Serve as a liaison between functional departments and the Salesforce technical team to translate business needs into system enhancements</li><li>Track and document recommendations, create standard operating procedures (SOPs), and assist in training efforts across departments</li><li>Support the broader implementation of Salesforce Service Cloud across academic and administrative units</li></ul>
2026-03-19T00:00:00Z

Business Analyst Manager

Melville, NY
onsite
Permanent
130000 - 170000 USD / Yearly
We are looking for an experienced Business Analyst Manager to lead the strategic management and optimization of our business systems in a dynamic manufacturing environment. This role requires a strong leader who can collaborate across multiple departments to ensure systems are efficient, reliable, and aligned with organizational goals. Based in Melville, New York, you will play a pivotal role in driving technological advancements and process improvements. Responsibilities: • Define and manage the architecture, configuration, and data flows of the Deltek Costpoint ERP system. • Lead integration projects to connect enterprise systems and ensure seamless functionality. • Analyze and optimize workflows to improve efficiency, quality, and throughput across departments. • Design and maintain automated digital workflows to reduce manual processes and enhance productivity. • Act as the primary liaison between internal teams, external consultants, and software vendors to translate business needs into functional solutions. • Oversee business system implementation projects, ensuring adherence to scope, budget, and timelines. • Develop operational and analytical reports to support data-driven decision-making processes. • Manage and maintain multiple SharePoint sites and libraries to streamline collaboration. • Deliver training sessions for end users and create detailed documentation, including SOPs and security guidelines. • Research and recommend innovative technologies, including AI, to enhance system capabilities.
2026-03-19T00:00:00Z

Financial Planning & Analysis Manager

New York, NY
onsite
Permanent
100000 - 115000 USD / Yearly
Our valued client is seeking a Financial Planning & Analysis (FP&A) Manager to join its NYC Finance team. This nonprofit is leading a bold movement to expand opportunity and access for high school students. As a business partner and key collaborator, finance plays a central role in turning that vision into measurable impact. Reporting directly to the COO, the FP&A Manager will shape how resources are deployed, how growth is funded, and how leadership makes mission-critical decisions. It's a hybrid position (3 days onsite) offering the rare opportunity to pair financial leadership with meaningful community impact. The organization offers exceptional benefits in addition to a compassionate, support work environment. Position Overview:· Serve as a strategic financial partner to senior leadership, leading annual budgeting, forecasting, and multi-year planning· Build dynamic financial reports and executive dashboards to translate data into clear insights for decision-making and board reporting· Analyze revenue, spending, and grant activity to identify trends, mitigate risk, and drive operational efficiency across the organization· Partner cross-functionally and strengthen financial infrastructure
2026-02-23T00:00:00Z

Financial Planning & Analysis Manager

New York, NY
onsite
Permanent
185000 - 225000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to join our team in New York, New York. In this role, you will play a key part in analyzing investment performance, identifying growth opportunities, and contributing to the strategic direction of the company. The ideal candidate will have a strong background in financial modeling, investor reporting, and capital markets. Responsibilities: • Monitor and evaluate financial trends and industry developments to provide actionable insights to stakeholders. • Design and maintain detailed financial models to analyze company performance and identify key trends. • Deliver comprehensive investment performance updates and strategies to management and investors. • Create impactful presentation materials and talking points to effectively communicate financial data and strategic initiatives. • Collect and analyze feedback from investors to identify improvement areas and address concerns. • Prepare reports on investment performance and investor sentiment for senior leadership review. • Develop resources and materials to educate stakeholders on investment strategies, financial metrics, and relevant tax implications. • Organize webinars, presentations, and reporting sessions to share insights and updates. • Collaborate with cross-functional teams to align financial planning with organizational objectives.
2026-03-25T00:00:00Z

Financial Planning & Analysis Manager

Colts Neck, NJ
onsite
Permanent
125000 - 150000 USD / Yearly
125,000 - 150,000 plus bonus benefits:<ul><li>medical</li><li>dental</li><li>vision</li><li>paid time off</li></ul>Central NJ Energy Company has immediate need for a Manager of Project Finance to provide analytical expertise and deal structuring guidance for acquisitions and enhancement of existing assets or development of Greenfield Projects. The Finance Manager will be responsible for:<ul><li>Develop and maintain financial models and forecasts with a specific focus on project development, construction, operations, and related financings </li><li>Provide quantitative analysis and pricing support to assist the development team in formulating pricing and other off-take arrangements.</li><li>Analyze and forecast funding sources, uses of capital and liquidity needs, ensuring alignment with project milestones and financing requirements.</li><li>Supporting project financing efforts through financial analyses, debt sizing, cash flow modeling, and sensitivity analysis to optimize project economics.</li><li>Develop executive level presentations that include financial information, risk profile, and evaluation of commercial terms for new potential business opportunities.</li><li>Structure commercial deal terms for new contracts, acquisition prospects and other projects based on detailed analysis, industry comparisons and understanding of business environment.</li></ul>
2026-02-27T00:00:00Z