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Senior Financial Planning Analyst

New York, New York
Full Time
Senior Financial Planning & Analysis (FP&A) Analyst

Location: New York, NY
Employment Type: Full-Time
Schedule: Monday through Friday – Standard Business Hours
Salary: Based on Experience

Position Overview

We are seeking a highly analytical and experienced Senior Financial Planning & Analysis (FP&A) Analyst to support and strengthen the company's financial planning, reporting, and analysis functions across multiple divisions, brands, and departments. This hands-on role will partner closely with leadership to provide meaningful financial insights, drive budgeting and forecasting initiatives, improve reporting processes, and support strategic decision-making.

The ideal candidate is exceptionally strong in Excel, comfortable working with large financial datasets, and passionate about modernizing financial reporting through technology, automation, and process improvement.

Key Responsibilities Financial Reporting & Analysis
  • Prepare recurring financial reports and analysis across divisions, brands, and departments.
  • Analyze financial performance against budget, forecast, and prior-year results.
  • Identify key trends, business drivers, risks, and opportunities.
  • Develop management reports that provide clear, actionable financial insights.
  • Present financial findings and recommendations to leadership.
Budgeting & Forecasting
  • Support the annual budgeting process and ongoing financial forecasting.
  • Partner with finance, accounting, and department leaders to gather assumptions and validate financial data.
  • Maintain budget models, forecasting schedules, and reporting timelines.
  • Improve budgeting tools, templates, and forecasting methodologies.
  • Ensure financial planning information remains accurate, organized, and readily accessible.
Sales & Business Performance Analysis
  • Track sales performance against budgets, forecasts, and historical trends.
  • Prepare recurring sales performance reports and dashboards.
  • Identify pacing trends, revenue opportunities, and performance gaps.
  • Partner with sales leadership to deliver actionable business insights.
  • Support pricing, profitability, and revenue analysis initiatives.
Process Improvement & Financial Systems
  • Improve and modernize financial reporting processes and workflows.
  • Develop standardized reporting templates and documentation.
  • Identify opportunities to automate recurring financial reports.
  • Utilize technology and reporting tools to improve efficiency, visibility, and data accuracy.
  • Support implementation and optimization of financial reporting systems.
Strategic Analysis & Business Partnership
  • Perform ad hoc financial analyses and support strategic business initiatives.
  • Partner with product development, operations, sales, accounting, and executive leadership.
  • Assist with royalty reporting, financial modeling, profitability analysis, and special projects.
  • Provide financial guidance to support business planning and operational decision-making.
Qualifications
  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field; equivalent practical experience will also be considered.
  • 5+ years of experience in Financial Planning & Analysis (FP&A), financial analysis, corporate finance, accounting, or a related analytical finance role.
  • 6+ years of experience preparing financial reports and management reporting.
  • 5+ years of advanced Microsoft Excel experience with expertise in financial modeling, reporting, PivotTables, lookups, and data analysis.
  • Experience within apparel, fashion, wholesale, retail, consumer products, or another inventory-driven business is strongly preferred.
  • Strong experience with budgeting, forecasting, variance analysis, financial modeling, sales reporting, and management reporting.
  • Experience with ERP systems, business intelligence platforms, or financial reporting tools is a plus.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent written and verbal communication skills with the ability to present financial information to both finance and non-finance audiences.
What We're Looking For
  • Highly analytical with exceptional attention to detail.
  • Advanced Excel user who enjoys working with large financial datasets.
  • Hands-on professional who takes ownership of financial reporting and analysis.
  • Strong communicator capable of translating financial information into meaningful business insights.
  • Organized, dependable, and able to manage recurring deadlines while maintaining accuracy.
  • Tech-forward mindset with an interest in automation, process improvement, and modern financial reporting tools.
  • Solutions-oriented professional who thrives in a fast-paced, multi-division business environment.