The Financial Planning and Analysis (“FP&A”) team plays an important role in delivering economic insights and decision making support to the senior leadership of the organization which helps to drive the financial performance of the firm.  The firm is looking to recruit an individual with strong analytical experience, preferably in financial services industry, to develop and improve analytical frameworks to facilitate more informed decisions.

Responsibilities

• Develop financial analysis, which is value-added to decision making and assessing business performance

• Partner with the businesses in developing financial models and analyses to support strategic initiatives, including product expansion economics

• Participate in team-wide projects with the autonomy to innovate and develop new ways to analyze the business

• Work closely with broader Finance organization, Risk, Corporate Strategy and HR on firm wide initiatives

• Prepare monthly dashboards for senior management and stake holders reflecting results and performance

• Analyze current and past trends in the areas of revenue, expenses and other key performance indicators to improve design and accuracy of financial forecasts

• Play an active role in the firm’s annual budget and forecasting processes by working with the organization’s leadership to incorporate initiatives

Qualifications

• Bachelor’s Degree in Accounting / Finance or related field is preferred  

• 7+ years of experience in Financial Services

• Strong Microsoft Excel and PowerPoint skills (Macros and VBA is a plus)

• Advanced quantitative and problem solving skills

• Ability to communicate effectively, including presenting ideas both in written presentations and to small groups

• Ability to interact with senior management, peers and professional staff;

• Communicating with impact to effectively manage upward to influence decisions. Quick learner, Detail oriented; Demonstrable thoroughness and strong ownership of work.

• Good team player with a strong willingness to participate and help others.

• Able to prioritize in a fast moving, high pressure, constantly changing environment; High sense of urgency

The estimated base salary range for this position is $160,000 to $250,000, which is specific to New York and may change in the future. Millennium pays a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package.