Senior Analyst, Financial Planning & Analysis

  • Competitive
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • Fiera Capital Inc
  • 14 Mar 18 2018-03-14

Reporting to the Director, Financial Planning and Analysis, the Senior Analyst supports the production of various financial analysis, models and forecasts. The Senior Analyst is responsible for assisting in the activities related to reporting and production of reliable and complete financial disclosures and analysis for the firm's various internal and external reports.


  • Prepare  financial forecasts and tracking of performance
  • Prepare the variable compensation accounting and payment calculations
  • Participate in the tracking and reporting of assets under management
  • Assist in the preparation of budgets (firm wide as well as departmental) and analysis of variances
  • Prepare monthly and quarterly management presentations
  • Develop financial models to track various firm metrics
  • Assist with financial analysis required to support projects
  • Analyze and summarize financial results benchmarked to KPIs
  • Participate in the annual audit and quarterly review
  • Participate in the continuous improvement exercise for underlying processes and controls
  • Perform any other tasks related to the nature of your duties


  • Bachelor’s degree in Accounting or Finance
  • CPA certification essential


  • Minimum  five (5) years of experience in financial planning and analysis
  • Previous experience working in a public company within the financial services industry, an asset
  • Strong knowledge of corporate financial planning and costing/profitability methodologies and processes
  • Ability to manage multiple files, thoroughness and attention to detail
  • Ability to work independently ,drive and team spirit
  • Experience working in a complex and changing environment
  • Analytical skills and ability to identify and assess implications and recommendations
  • Excellent verbal and written communication skills
  • Expert knowledge of Excel (pivot tables and database management functions)