Wealth Planning Analyst Jobs in New York

Highly motivated self-starter with excellent time management/prioritization skills

Required Qualifications, Skills and Capabilities

Create ad-hoc analysis and presentations for senior management

Help design new reports and dashboards to efficiently deliver the financial results to senior management

Bachelor's degree in Accounting, Finance or a subject of a technical nature

2+ years of work experience in financial planning and analysis , preferably in Financial Services, and/or accounting/controller background