Financial Planning and Analysis Manager

Company Description

Point26 Capital is focused on making business funding more accessible through solutions designed with clarity, speed, and integrity. The company partners with businesses to help them secure the capital they need to grow and operate effectively. Point26 Capital emphasizes transparent processes and responsive service to build long-term relationships with its partners. Team members join a mission-driven environment where financial expertise is used to support business owners and entrepreneurs.

Role Description

The Financial Planning and Analysis Manager is a full-time, on-site role based in New York, United States. This role is responsible for leading financial planning activities, including budgeting, forecasting, and variance analysis to support strategic decision-making. Day-to-day tasks includes developing financial models, analyzing performance metrics, preparing management reports, and providing insights on revenue, costs, and profitability. The manager will collaborate with leadership and cross-functional teams to refine financial processes, identify risks and opportunities, and recommend actions to improve financial outcomes. The role also involves maintaining data accuracy, supporting annual planning cycles, and contributing to continuous improvement in financial reporting and analysis.

Qualifications

• Strong proficiency in Financial Planning and Finance, with experience managing company-wide budgeting processes.
• Advanced Analytical Skills, including the ability to interpret complex data and communicate clear insights to stakeholders.
• Hands-on experience with Financial Modeling for scenario analysis, valuation, and strategic planning.
• Expertise in Budgeting & Forecasting, including building and maintaining rolling forecasts and tracking performance against plan.
• Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced degree or professional certification (e.g., CFA, CPA) is a plus.
• Proficiency with spreadsheet tools and financial planning software; experience with ERP and BI tools is beneficial.
• Strong communication and presentation skills, with the ability to work collaboratively across teams.
• Demonstrated ability to work on-site in a fast-paced environment and manage multiple priorities with attention to detail.