Financial Planning & Analysis Jobs

About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.

Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $95 billion in client assets.

Position

The primary location for this position is Paramus, NJ. This position will be a part of the Finance team, working as part of the FP&A team. The individual will be responsible for assisting the team with budgeting, forecasting, and management reporting for the Firm, with the goal of providing impactful analytics that will drive insightful business decisions and strategy. This person will build and utilize financial models to deliver current and projected performance analysis and develop an understanding of business trends to drive profitable growth and facilitate the success of the organization.

Responsibilities

• Assist in the development of internal operational dashboards and monitor KPIs / business drivers for all functions, highlighting trends and analyzing underlying causes of variance, for the finance team to leverage in presentations to the executive team and Board of Directors.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards.
• Increase productivity by developing automated reporting and forecasting tools.
• Support finance team leadership with development and implementation of FP&A best practices, procedures, and processes to drive best in class forecasting & planning, allocation methodologies, business insight, and analysis.
• Perform Ad Hoc requests to support management decision-making.
• Perform various valuation methods including comparable companies, precedents, and DCF.
• Assist the finance team to deliver reports and presentations that clearly communicate the financial performance of the business, design performance indicators and metrics that facilitate transparency and measure the effectiveness to facilitate decision making.
• Participate in various process and reporting improvement projects and initiatives to improve reporting and forecast/budget accuracy, accessibility and relevance of data.
• Prepare weekly, monthly, quarterly, annual company financial performance reporting.
• Work independently and regularly handle non-routine situations.
• Develop various types of financial models to value and analyze debt and equity for mergers, acquisitions, and capital raising transactions.

Qualifications

• 5-8 years of relevant finance/business/accounting experience.
• MBA and/or CFA preferred.
• B.S. in Finance, Accounting, Economics, or related discipline.
• Background in FP&A and knowledge of investment products preferred.

Skills

• Ability to build key relationships with finance and other professionals across the organization.
• Demonstrated advanced experience in financial modeling.
• Excellent Microsoft skills (Excel; PowerPoint) with ability to design and maintain complex financial models and to drive high quality financial presentations.
• Extremely reliable character with a demonstrated ability to handle sensitive information with discretion.
• Ability to work well independently and as part of a team.
• Strong communication skills, both written and verbal.
• Attention to detail, and organizational skills.
• Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data.

Compensation Range

The anticipated base salary range for this role is $100,000 to $120,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.