Senior Financial Planning Analyst


Accounting + Finance


Princeton, New Jersey

Employment Type



A prominent financial services firm in the tri state area is looking to hire a Senior Financial Analyst.

Compensation : $120000 - $125000
Job ID : 16611

Job Function:

  • Support the development of legal entity planning and forecast requirements
  • Annual and Quarterly plan development
  • Quarterly financial forecast
  • Data management across multiple systems, including GT, ECON, FSRI, GPS and TM1
  • Validate and analyze plan and forecast submissions, identify errors and inconsistencies
  • Management reporting for 3-year plan horizon, with a 5-year projection for valuation purposes
  • Perform variance analysis and provide insight of key drivers to senior management
  • Assist with various management reports, including quarterly and annual reporting, quarterly forecast booklet, and capital planning sheets
  • Provide insight and make recommendations related to financial plan/forecasting

Job Requirements:  

  • Bachelor’s degree in Accounting or Finance
  • CPA or MBA preferred  
  • 4-6+ years doing hands on financial and business planning, and analysis
  • Familiarity accounting principles
  • Working knowledge of TM1 software is a plus
  • High proficiency with Excel
  • Excellent data management and reporting skills required
  • Insurance or banking industry preferred


Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.