Financial Planning Analyst

Onyx is an innovative and rapidly growing social sports prediction platform backed by venture capital. As we witness a surge in user engagement, we are expanding our team to enhance day-to-day operations.Founded by Harvard alumni with experience from Jane Street, Onyx is located in the vibrant NoHo neighborhood of downtown Manhattan. This role offers a hybrid work arrangement.The RoleAs a Financial Planning Analyst at Onyx, you will be instrumental in managing our financial processes. You will oversee essential financial workflows, produce reports related to business performance, and provide insights to leadership to drive strategic decisions. Your contributions will be vital in optimizing financial operations and supporting the growth of a scalable, high-performing organization.What You'll Do• Manage daily financial records and reporting to ensure accuracy and timeliness• Develop and maintain financial models and variance analyses to facilitate strategic planning• Lead tax-related initiatives pertinent to the business• Collaborate with leadership on budgeting, forecasting, and strategic initiatives• Support employee onboarding from both financial and operational perspectives• Work cross-functionally to aid in business development and growthWhat We're Looking For• 2-4 years of experience in a finance-related role (5+ years preferred)• Keen attention to detail with a focus on process optimization• Proficiency in financial modeling tools and accounting software• Strong analytical skills with the ability to derive actionable insights from data• Comfortable in a fast-paced environment with dynamic objectives• Excellent communication skills and the ability to collaborate across teams• A passion for working in a startup within the sports gaming sectorCompensation: $80,000 – $150,000

Role overview doppel is hiring a Senior Financial Planning & Analysis Analyst to help guide the company's financial planning and support strategic decisions. This hybrid position is based in either San Francisco, CA or New York City, with two days per week in the office. The role reports to the Director of FP&A and will have a direct impact as doppel continues to grow. What you will do Build and maintain detailed financial models for budgeting, forecasting, and long-term planning. Monitor headcount data to ensure accuracy in planning and reporting. Participate in monthly and quarterly forecasting cycles, including variance analysis against budgets and previous forecasts. Develop and update dashboards and reports to track key financial and operational metrics. Collaborate with Sales, Marketing, Product, Operations, and HR teams to align financial plans with business goals. Prepare presentations and materials for executive leadership and board meetings, including financial narratives and KPI analyses. Identify and implement process improvements, contribute to scaling FP&A systems and tools, and explore AI-enabled workflows for deeper analysis and automation. Work location This is a hybrid role. In-person work is required two days per week at either the San Francisco or New York City office.

Join HHAeXchange, a leading provider of innovative healthcare software solutions, committed to enhancing the lives of individuals who are aging or have disabilities. Established in 2008, we strive to create a holistic homecare ecosystem that connects patients, personal care providers, managed care organizations, and state agencies. Our mission is to transform healthcare by delivering the only comprehensive homecare management software tailored for the Medicaid LTSS population.With recent acquisitions of Cashe Software, Generations Homecare System, and Sandata Technologies in 2024, HHAeXchange is uniquely positioned to offer groundbreaking technology that improves health outcomes and meets the increasing demand for home and community-based services (HCBS).We are seeking a Senior FP&A Analyst to join our dynamic FP&A team. In this role, you will collaborate with business leaders across the organization, acting as a crucial link between finance and various business functions. The ideal candidate will possess experience in a private equity-backed firm or within the software industry, demonstrating a strong aptitude for linking operational complexities to financial metrics across revenue and expenses. Proficiency in SaaS metrics, advanced Excel capabilities, and financial modeling are essential for success in this role.To excel in this position, the individual must be able to perform all essential job functions satisfactorily. Reasonable accommodations will be provided to enable individuals with disabilities to fulfill these functions.

Join Rilla as a Financial Planning & Analysis Analyst, where you can contribute to strategic decision-making and financial forecasting in a dynamic environment. You will be responsible for analyzing financial data, preparing reports, and providing insights that drive business growth. Collaborate with various departments to enhance financial performance and ensure alignment with company objectives.

The Finance team at Squarespace is on the lookout for a highly skilled Lead Financial Analyst to act as the principal authority in FP&A Consolidations. Reporting to the FP&A Manager, this position encompasses a diverse range of financial responsibilities, centering on intricate analysis and strategic insight. The Lead Analyst will spearhead budgeting and forecasting efforts, offer valuable financial insights, and coach junior analysts. Additionally, this role entails collaboration with senior management on financial strategies, taking charge of pivotal components in financial planning and analysis. A strong sense of independence and proactive problem-solving are essential for success in this role.

Employee Applicant Privacy Notice About SoFi SoFi is a national bank and next-generation financial services provider. Our teams focus on helping millions of members achieve their financial goals using mobile-first technology. As the industry changes, SoFi aims to lead the way by redefining how people interact with personal finance. Our core values shape our work and our impact on members’ lives. Role Overview The Senior Financial Systems Analyst will strengthen SoFi’s Workday Financials platform, with a particular focus on reporting. This position offers the chance to influence how SoFi manages financial data and reporting, supporting better business decisions and smoother processes. The role sits within the Business Intelligence and Systems group in Accounting Controllership. What You Will Do Configure Workday Financials business processes, condition rules, and validations. Create and maintain complex financial reports within Workday. Participate in bi-annual regression testing for Workday releases and help adopt new features. Stay current with the Workday roadmap, offering suggestions for improvements and solutions in key areas. Serve as a technical resource for the finance team, especially on Workday reporting. Build collaborative relationships across Finance, Engineering, People teams, and other groups, especially regarding Workday integrations. Use Workday and other platforms to design, develop, and deliver scalable reporting solutions. What We Look For Strong technical background in Workday Financials, data flows, SQL, and Tableau. Ability to connect technical solutions with business needs. Experience partnering with stakeholders to deliver results. Analytical mindset and attention to detail. Locations UT - Cottonwood Heights CA - San Francisco TX - Frisco NY - New York City WA - Seattle FL - Jacksonville NC - Charlotte

About ClarityPay ClarityPay is a fintech company focused on transforming point-of-sale credit for large merchants. Headquartered in New York City and Atlanta, the team builds customizable Pay-Over-Time solutions, including monthly installments, buy now pay later (BNPL), and revolving credit products. After a successful Series A, ClarityPay is scaling operations, expanding its product suite, and deepening relationships with institutional capital partners. ClarityPay’s mission centers on solving complex credit challenges with agility and precision. The company values data-driven decisions, merchant-first thinking, continuous learning, and strong team collaboration. These principles guide the commitment to delivering fast, effective customer experiences and driving growth for merchant partners. Role Overview: Director of Financial Planning and Analysis The Director of Financial Planning and Analysis (FP&A) leads planning, forecasting, and analytics that shape financial and strategic decisions across the company. This role works closely with the executive team and department leaders to provide insights, develop scalable processes, and align financial outcomes with business objectives. The position requires deep expertise in loan portfolio economics and warehouse facility modeling. Expect to build frameworks from scratch and approach problems with the mindset of a credit investor or structured finance analyst. Key Responsibilities Partner with the executive team to develop long-term financial models and strategic plans, including portfolio performance forecasts, funding and liability modeling, and scenario analysis. Lead the annual budgeting process and manage rolling forecasts company-wide. Translate company goals into financial targets and operational KPIs across origination, portfolio quality, funding costs, and unit economics. Prepare monthly and quarterly financial performance reports, including variance analysis and strategic recommendations. Location This position is based in New York City.

Role Overview The City of New York is hiring an Analyst for the Strategic Planning department. This position supports the city's initiatives by analyzing data, researching key issues, and delivering insights that inform policy and program development. Work in this role has a direct impact on the quality of life across New York City. What You Will Do Analyze data sets and trends to support citywide strategic planning efforts Conduct research to inform policy decisions and program improvements Prepare actionable recommendations based on findings Collaborate with departments and stakeholders to align on goals and identify opportunities for improvement What We Look For Strong analytical skills and attention to detail Interest in public service and civic improvement Ability to work effectively with colleagues across departments Location This position is based in New York City.

Join Our Mission at LegoraAt Legora, we are revolutionizing the legal industry by developing innovative solutions in collaboration with legal professionals. Our AI-driven workspace is designed to enhance the way legal work is conducted, enabling lawyers to operate more efficiently and to derive valuable insights. Each day, we challenge the status quo of legal technology, striving to make complex processes not only smarter but also more human-centric.We proudly serve notable global firms such as Cleary Gottlieb, Goodwin, Bird & Bird, and Linklaters across more than 40 countries. Our commitment to rapid iteration and scalable solutions is intentional, positioning us for sustained growth and success.When you become part of Legora, you’ll join a team that believes in pushing boundaries and achieving excellence. If you're passionate about creating transformative solutions, collaborating with top-tier talent, and driving change in a high-stakes environment, we invite you to consider this opportunity.Shape the Future of Legal Tech with Us!The Role: As the Senior Manager of Financial Planning & Analysis, you will be instrumental in enhancing our financial planning processes as we expand globally. You will collaborate with a dynamic finance team to refine budgeting, forecasting, scenario modeling, and performance measurement across all financial dimensions, including revenue and operating expenses. This impactful role demands hands-on involvement to strengthen our foundational structures while adapting to increasing complexity.Your contributions will have a direct impact on capital allocation, recruitment pace, product investment, and our global expansion efforts. Your ability to translate ambitions into reliable financial metrics will guide our strategic decisions and operational efficiency.Key Responsibilities:Oversee and optimize the company-wide budgeting process and rolling forecasts....

Join our dynamic team at msg entertainment holdings llc as a Senior Financial Analyst. In this pivotal role, you will leverage your financial expertise to drive strategic planning, forecasting, and performance analysis. You will be instrumental in supporting our financial decision-making processes, ensuring accuracy, and providing insightful financial analysis that informs leadership. Your analytical skills will play a crucial role in optimizing our financial performance and achieving our business objectives.

Teamwork makes the stream work. Roku is transforming the way the world experiences televisionAs the leading TV streaming platform in the U.S., Canada, and Mexico, Roku is on a mission to power every television globally. We pioneered streaming to the TV and aim to be the platform that unifies the entire TV ecosystem. We connect consumers with the content they adore, empower content publishers to build and monetize vast audiences, and offer advertisers unique tools to engage consumers effectively.At Roku, from your first day, you will contribute meaningfully and be recognized for your efforts. Join us in delighting millions of TV streamers while gaining invaluable experience across diverse fields. Role Overview We are seeking an exceptional Senior Financial Analyst to join our Platform Finance team. Reporting to the Sr. Manager of Platform FP&A, you will be instrumental in evaluating historical and prospective financial performance, analyzing business performance and trends, identifying risks and opportunities, and communicating critical business insights. Your role will be vital in providing strategic finance support for the Platform business. Success in this position requires the ability to balance competing priorities, navigate a dynamic and ambiguous environment, and drive projects independently from inception to completion. The ideal candidate will have a robust quantitative background, exceptional analytical skills, advanced modeling capabilities, and meticulous attention to detail. This is an individual contributor role located in New York City.

Join MongoDB's Strategic Finance team as a Strategic Financial Analyst, where you'll play a pivotal role in shaping the future of our business initiatives. Your expertise will guide financial and analytical dimensions of key decisions ranging from go-to-market strategies to resource allocation and investment partnerships. By collaborating with executives and team leaders, you’ll empower them to make informed decisions that drive MongoDB's success. This role is ideal for a proactive self-starter who thrives in a dynamic environment and excels in clear communication with stakeholders across various levels. You’ll have the flexibility to work in a hybrid model, with an expectation of being present in our New York City office approximately two days per week.

Company Overview:Compass Pathways plc (Nasdaq: CMPS) is a pioneering biotechnology firm headquartered in London, UK, with a significant presence in New York City, USA. Our mission is to expedite patient access to revolutionary, evidence-based solutions for mental health challenges. We are dedicated to creating innovative treatments to improve the lives of individuals suffering from mental health disorders who have not found relief through existing therapies.We are at the forefront of reshaping mental health treatment paradigms, focusing on rapid and lasting responses through our investigational COMP360 synthetic psilocybin treatment, which is poised to be a groundbreaking therapy. COMP360 has received Breakthrough Therapy designation from the US Food and Drug Administration (FDA) and has also been granted Innovative Licensing and Access Pathway (ILAP) status in the UK for treating treatment-resistant depression (TRD), addressing a critical unmet need in this sector.Currently, we are advancing through phase 3 trials for TRD, have completed phase 2 studies for post-traumatic stress disorder (PTSD) and anorexia nervosa, and are preparing for additional late-stage studies in PTSD. We aspire to create a world where mental health signifies not just the absence of illness but the capacity to thrive.Position Overview:As a Senior Financial Analyst, Commercial, you will provide essential financial planning and analysis (FP&A) support to Commercial OPEX budget stakeholders. This role includes overseeing budgeting processes, quarterly forecasts, long-range strategic planning, and detailed budget versus actual analyses at various levels (department, account, and purchase order). You will be responsible for constructing and maintaining OPEX forecast models related to hub/patient services, travel and expense, and headcount, while collaborating on business cases, purchase order approvals, spend opportunities and risks, SOX compliance, and alignment with accounting practices.

MongoDB is seeking a highly skilled and analytical Senior Financial Analyst to join our dynamic finance team in New York City. In this pivotal role, you will leverage your expertise in financial modeling and data analysis to drive strategic decision-making and enhance our financial performance.Your responsibilities will include developing comprehensive financial reports, conducting detailed variance analyses, and collaborating with cross-functional teams to support business initiatives. You will play a key role in forecasting, budgeting, and providing actionable insights to senior leadership.

Join Our Mission at LegoraAt Legora, we are committed to revolutionizing the legal industry. We collaborate closely with legal professionals to create solutions that truly meet their needs, ensuring our technology is built for and with them. Our AI-driven workspace not only accelerates workflows but also enhances the quality of legal inquiries and insights. We challenge the norms of legal technology every day, creating intelligent solutions that simplify complex processes. From analyzing vast amounts of legal documents in moments to designing workflows in partnership with industry leaders, we are making the extraordinary possible.Trusted by prestigious firms such as Cleary Gottlieb, Goodwin, Bird & Bird, and Linklaters across 40+ countries, we are on a rapid growth trajectory, continually iterating and scaling our operations.When you become a part of Legora, you join a team that believes in excellence and collaboration. We empower legal professionals with technology that understands their unique challenges. If you are passionate about innovation, working with talented individuals, and driving transformation in a critical field, we welcome you to join us in shaping the intelligent future of law.About the RoleWe are seeking a Senior Analyst to enhance and scale our revenue operating model. This position operates at the convergence of Sales, Customer Success, Marketing, and Finance, focusing on revenue planning, performance analysis, and process design to ensure growth is predictable, measurable, and sustainable.The ideal candidate is highly analytical, has a commercial mindset, and approaches challenges through a systems and data-driven lens.Your ResponsibilitiesRevenue Forecasting & PlanningAssist in weekly and monthly forecasting processesEnhance forecast accuracy and conduct variance analysisDevelop and maintain pipeline coverage and capacity modelsCollaborate with Sales and Finance teams on quarterly and annual planningContribute to reporting for board and executive managementRevenue Performance AnalysisAnalyze revenue performance and trends to inform strategic decisionsIdentify opportunities for process improvementsWork with teams to ensure alignment on revenue goals

Are you ready to break free from conventional financial planning? At Range, we're revolutionizing the wealth management landscape with our dynamic, holistic platform that empowers individuals to manage every facet of their financial future seamlessly. Whether it’s purchasing a home, planning for early retirement, or providing for family, our members receive timely insights and the assurance that their finances are optimized.Join our team of exceptional professionals dedicated to disruption and collaboration as we strive to make financial wellness available to millions!About the RoleWe are seeking a skilled Financial Planner to become an integral part of our esteemed team of wealth advisors. In this role, you will create tailored financial plans for our members and provide ongoing support using our innovative asynchronous messaging platform. Members benefit from access to our entire team, allowing for collaboration and specialized expertise on their unique inquiries.We want more than just a seasoned advisor; we are looking for a visionary who will play a pivotal role in transforming the wealth management industry through technology. You will collect financial data, conduct evaluations and projections, and deliver personalized plans, working closely with our product team to enhance our suite of proprietary tools.This position is based at Range's headquarters in McLean, VA, or at one of our hubs in New York City or Seattle. Employees in this role will work on-site Monday through Friday. Relocation to one of these areas is required if not currently residing nearby.Your ResponsibilitiesDevelop a comprehensive understanding of our members’ distinct financial aspirations and provide expert guidance to help them achieve their goals.Create and execute iterative financial plans and wealth strategies tailored to individual needs.Stay well-informed about financial planning, investment strategies, and tax legislation.Collaborate actively within a team environment, sharing insights and best practices.Support our engineering and product teams in prioritizing and developing product strategies and roadmaps.Conduct research and deliver presentations on investment strategies.Coordinate tax filing and estate planning processes for members.What Makes You Stand Out...

The NYC Financial Information Services Agency - Office of Payroll Administration (FISA-OPA) is looking for a dedicated Fiscal Analyst to join our Fiscal Services department. Reporting directly to the Deputy Director of Fiscal Services, the successful candidate will be responsible for managing the agency's Expense, Capital, and Revenue budgets while processing and tracking invoices efficiently on a daily basis.The Fiscal Analyst will play a crucial role in achieving financial accountability and sustainability within the Fiscal Services department. Responsibilities will include assisting in the strategic financial planning of the agency and preparing various submissions to the Office of Management and Budget (OMB). The ideal candidate should be detail-oriented, possess strong analytical skills, think independently, and demonstrate problem-solving capabilities, along with familiarity with the City of New York's Financial Management System (FMS), Excel, Word, or equivalent software.The selected candidate will:- Support the Fiscal Services Director and Deputy Director in preparing FISA-OPA’s PS and OTPS Budget submissions throughout the entire Budget cycle, including New Need, PEG, Financial Plan, CP requests, and Year-End submissions.- Review all expense and consultant invoices, ensuring compliance with NYC Comptroller’s Directives, New York City Charter, and Procurement Policy Board Rules Prompt Payment Guidelines. Act as a liaison between the agency and vendors to resolve billing issues, reconcile invoices, and correct payment discrepancies. Maintain and update all financial documents related to payments and purchase orders.- Track hiring and personnel actions for FISA and OPA, maintain the position schedule, prepare/review PAR submissions in NYCAPs, and liaise with OMB for all PAR requests.- Monthly update and maintain FISA-OPA overtime reports, tracking all paid overtime and comp time for management review.- Analyze monthly bank statements in collaboration with the Department of Finance (DOF) to address any discrepancies.- Conduct complex analyses on budget structures and bank accounts, reviewing expenditures against the plan across all categories of the PS and OTPS Budget. Forecast potential issues and recommend corrective actions to the Deputy Director. Carry out OMB exercises such as variance analysis, user cost analysis, and updates to the financial plan, ensuring compliance with reporting requirements.- Collaborate with business managers throughout the agency to identify funding needs and explore potential efficiencies.- Perform ongoing analysis and monitoring of IT projects, ensuring proper funding and accountability for expenditures. Regularly meet with the Deputy Director and other stakeholders to discuss project financials.

Join the City of New York as a Financial Analyst and play a crucial role in supporting financial decision-making processes. This entry-level position is ideal for recent graduates who are eager to develop their analytical skills in a dynamic government environment.

Join Our Team at Modera Wealth Management! At Modera Wealth Management, we pride ourselves on being an independent, fee-only advisory firm dedicated to positively transforming the financial lives of our clients through thorough financial planning and strategic investment management. Since our inception in 1983, we have cultivated an environment that fosters career growth, offering pathways from entry-level positions to ownership roles. With over 200 employees across 19 offices on the East Coast, we manage over $15 billion in assets for more than 6,000 clients, including individuals, families, and businesses. Our commitment to personalized client service, combined with our professional excellence and approachable culture, sets us apart in the industry. Position Overview: We are currently seeking a Planning Associate to support our lead advisors in our New Providence, NJ office, with a focus on delivering exceptional client service. Key Responsibilities: Assist lead advisors in providing outstanding client service across various activities, including onboarding new assets. Ensure timely and accurate completion of tasks while managing multiple projects and keeping team members informed. Help prepare for client meetings and documentation. Draft client Investment Policy Statements and asset allocation reports. Communicate effectively with clients, their accountants, and attorneys, both verbally and in writing. Attend client meetings to support documentation and follow-up actions. Be flexible and assist with visitor management, phone calls, and meeting schedules as needed. Long-Term Duties and Responsibilities: Conduct comprehensive client interviews to collect personal financial information and establish planning objectives. Develop holistic financial plans that cover investment strategies, taxation, retirement, estate planning, executive compensation, risk management, cash flow, and educational funding. Guide clients in the execution of their financial plans. Participate in client meetings to support the main relationship manager. Analyze and interpret investment allocation trading reports. Collaborate with the client service team to enhance client service activities. Willingness to travel occasionally may be required.

NMI, a private equity-backed fintech company in New York City, manages billions in annual payment volume across multiple business lines such as Gateway, Merchant Central, and Payments. The company invests in advanced data infrastructure and AI-driven finance solutions to support its ongoing growth in payment processing. Role overview This entry-level Financial Planning & Analysis (FP&A) Analyst role suits early-career professionals interested in financial operations within the fintech sector. The position provides hands-on experience with core FP&A processes and direct involvement in revenue management. The analyst will report to the VP of Finance and work closely with both the Revenue FP&A Manager and Senior Financial Analyst. What you will do Analyze customer cohorts and revenue trends Conduct cash flow assessments and support forecasting activities Collaborate with the FP&A team on financial operations and reporting Take ownership of assigned financial processes Gain exposure to a variety of financial functions across the company Reporting structure The analyst reports directly to the VP of Finance and works alongside the Revenue FP&A Manager and Senior Financial Analyst. Location This position is based in New York City, New York.