Strategic Financial Solutions

  • Senior Financial Planning Analyst

    Job Locations US-NY-New York
    Job ID
  • Overview

    Are you looking for a role where you can solve difficult problems and contribute to the expansion of a business?  Do you have a knack for tackling issues on a tight deadline? Do you long for a high growth, fast-decision-making culture? Are you a trusted resource in handling confidential information? If you answered “yes” to these questions, the Senior Financial Planning Analyst position at Strategic Financial Solutions may be the right fit for you.


    As a Senior Financial Planning Analyst, the individual will be responsible for all daily activities related to budgeting, forecasting and financial reporting. Working directly with the Director of Finance and the CFO, this individual will be the hands-on analyst responsible for executing detailed modeling and reporting to assist in the delivery of financial planning, budgeting and forecasting materials.


    • Accurate and timely aggregation of all relevant financial data from various internal departments and their systems.
    • Work with department management, accounting, operations analysts and financial analysts to ensure consistent communication of budgets and performance indicators.
    • Work with executive team to ensure proper sign-off of future budgeting assumptions.
    • Collaborate with all business constituents to maintain a best in class department level and overall company scorecard.
    • Be a highly amicable and approachable business partner and leader that focuses on delivering a highly reliable result for company leaders.
    • Be a leader in best practices for financial reporting and analysis, using data visualization to continually improve the communication of results.


    • Undergraduate degree in accounting or finance strongly preferred. Other business related or analytical degrees will be considered.
    • Have a minimum of 4 years of relevant experience with hands-on budgeting and modeling of businesses.
    • Strong understanding of balance sheet and cash flow modeling and forecasting required.
    • Experience in investment banking, FP&A or accounting-driven budgeting a plus.
    • Strong understanding of financial data, analysis, accounting principles and performance metrics.
    • High level of trustworthiness and integrity with all confidential business information.


    A Little About Strategic:


    Strategic Financial Solutions is proudly 100% employee owned. Our mission is to help people burdened with debt by providing a personalized approach to regain control of their financial future. Strategic is a leading financial services company that provides comprehensive debt relief solutions for people in difficult financial situations. Through our personalized credit card modification program and our consumer lending products, Strategic has successfully resolved more than $1 Billion in high interest consumer debt for over 100,000 clients.


    Recognized multiple times for our culture and growth, we are also one big busy family with three state-of-the-art facilities, two in Manhattan and one in Buffalo to house over 600 and growing members.


    In 2017, Strategic ranked 21st among The Best Companies to Work for in New York State and recognized as one of the top 500 fastest growing private companies in the United States by Inc Magazine. Leading up to such great acknowledgement, we were named to Crain’s New York Business Fast 50 Companies list that recognizes the fastest growing companies in New York City in both 2015 and 2016. We proudly celebrated our 10th anniversary in June 2017.


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