Equitable
5001 - 10000 employees
💸 Finance
💳 Fintech
⚕️ Healthcare Insurance
Finance • Fintech • Healthcare Insurance
Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.
Senior FP&A Analyst
🕒 May 8
🏢🏡 New York City – Hybrid
💵 $92k - $150k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
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Equitable
5001 - 10000 employees
💸 Finance
💳 Fintech
⚕️ Healthcare Insurance
Finance • Fintech • Healthcare Insurance
Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.
📋 Description
• Support company wide projects and initiatives as it impacts FP&A functions and reporting • Maintain the multi-year planning process and forecast process • Facilitate in the building of new processes to implement forecasts • Assist in coordinating and producing consolidated quarterly and annual reporting • Drive automation of production of analytics • Prepare documentation, analytics and controls to support internal and external reporting • Perform financial scenarios analysis to support management strategic
🎯 Requirements
• Bachelor’s degree in Accounting or Finance • 4+ years in financial planning & analysis and/or financial and business analysis • Extensive knowledge of Excel and Power Point plus be a comfortable self-learner to support automation initiatives • Established communication and presentation skills • High focus on attention to detail
🏖️ Benefits
• medical • dental • vision • a 401(k) plan • paid time off
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