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 $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.