Manager, Financial Planning and Analysis – Capitol Markets Group

Data Analysis Incorporated

. Own FP&A for select business units, including FP&A business-driver variance analysis for month-end close, budgeting and forecasting cycles, and management reporting.

Posted 11/3/2026full-timeNew York City • New York • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis (FP&A), including budgeting, forecasting, and variance analysis, while effectively communicating complex financial insights to executive leadership. Proven ability to partner with business units and drive cross-functional issues to resolution in a fast-paced environment.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Financial ModelingVariance AnalysisAdvanced Excel SkillsCapital Markets Exposure

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BudgetingForecastingFinancial Statement AnalysisBusiness Performance ManagementScenario Analysis

Soft Skills

Exceptional Communication SkillsProblem-SolvingCollaboration

Tools & Technologies

Microsoft Dynamics 365 F&OPower BIEPM ToolsHighRadius

Certifications & Qualifications

MBACMAFINRA Series 27

Industry Keywords

Corporate FinanceFinancial ServicesData ServicesExecutive-Level Reporting

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own FP&A for select business units, including FP&A business-driver variance analysis for month-end close, budgeting and forecasting cycles, and management reporting.
Serve as the single point of contact for business unit leadership on finance-related matters originating in FP&A, Accounting, Treasury, or elsewhere.
Respond quickly to urgent business requests alongside core FP&A deadlines.
Partner with business unit leaders and finance leadership to translate financial performance into insight, decisions, and action.
Build and maintain budgets, forecasts, and financial models for business planning, scenario analysis, investment decisions, and executive requests.
Prepare variance commentary connecting financial results to business drivers, root causes, risks, opportunities, and recommended next steps.
Support month-end close with Accounting partners, including validating accruals, journal entries, intercompany reconciliation, and account analysis.
Contribute to board reporting packages.
Manage concurrent close deadlines, leadership requests, model builds, reporting packages, and business partner questions.
Drive ambiguous or cross-functional issues to resolution.
Act as a finance business partner for select Capital Markets Group business units, working with CEOs, DAI Finance, and executive leadership.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, or a related field.
5-7 years of progressive finance experience, ideally in FP&A, corporate finance, or a finance business partner role.
Strong technical understanding of financial statements, financial modeling, forecasting, budgeting, variance analysis, and business performance management.
Prior exposure to capital markets, financial services, and/or data services.
Advanced Excel skills and hands-on experience with an enterprise ERP platform, preferably Microsoft Dynamics 365 F&O or a comparable system.
Experience with reporting, BI, or planning tools such as Power BI, an EPM platform such as Planful, or comparable systems.
Demonstrated ability to drive issues to resolution across Accounting, Treasury, Risk, and other functions.
Exceptional written and verbal communication skills, with the ability to present complex financial information clearly to operational and executive audiences.
Ability to work on-site in New York 3 days per week, and as needed for key meetings, with periodic travel to Corporate Headquarters in the Greater Dallas Area.
MBA, Finance-related advanced degree, and/or CMA preferred.
FINRA Series 27 preferred.
Experience supporting multiple business units, legal entities, or reporting segments preferred.
Experience supporting executive-level reporting, board materials, lender reporting, or other high-precision reporting processes preferred.
Familiarity with Microsoft Dynamics 365 F&O, Power BI, EPM tools, HighRadius, or comparable platforms preferred.