Finance Manager

Job Function Summary

The Financial Planning and Analysis (“FP&A”) team plays a critical role in delivering economic insights and decision-making support to the senior leadership of the organization, helping to drive the firm’s financial performance. The firm is seeking an individual with strong FP&A experience, preferably within the financial services industry, to develop and enhance processes and analytics that facilitate more informed decision-making.

Principal Responsibilities

Prepare monthly dashboards for senior management and stakeholders, reflecting results and performance.
Analyze current and past trends in revenue, expenses, and other key performance indicators to improve the design and accuracy of financial forecasts.
Lead the firm’s annual budget and forecasting processes by collaborating with the organization’s leadership to incorporate initiatives.
Develop financial analyses that add value to decision-making and assess business performance.
Partner with business units to develop financial models and analyses that support strategic initiatives, including product expansion economics.
Participate in team-wide projects with the autonomy to innovate and develop new methods for analyzing the business.
Work closely with the broader Finance organization, Risk, Corporate Strategy, and HR on firm-wide initiatives.

Qualifications/Skills Required

Bachelor’s Degree in Accounting, Finance, or a related field is preferred.
8+ years of experience in Financial Services.
Strong communication skills, including the ability to present ideas effectively in written presentations and to small groups.
Ability to interact with senior management, peers, and professional staff.
Strong ability to communicate with impact to effectively manage upward and influence decisions.
Quick learner with excellent attention to detail; demonstrable thoroughness and strong ownership of work.
Proficiency in Microsoft Excel and PowerPoint (macros and VBA are a plus).
Advanced quantitative and problem-solving skills.
A collaborative team player with a strong willingness to participate and assist others.
Ability to prioritize in a fast-moving, high-pressure, and constantly changing environment; high sense of urgency.

The estimated base salary range for this position is $70,000 to $160,000, 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.