Senior Associate, Financial Planning & Analysis

  • Pennsauken, NJ


: $109,945.00 - $170,550.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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The Senior Associate, Financial Planning & Analysis is responsible for enterprise financial and operational planning and analysis, evaluation, and report generation activities of current and proposed financial plans, meaningful reporting of operations, and effectively planning for and auditing the financial needs of the company. The incumbent will digest information provided by potential business partners and other sources, and apply that information to BAYADA models and practices. He/she will create financial presentations and present facts to upper management.

This is an office-based position.

Responsibilities include, but are not limited to:

* Participating in the development/improvement of company policies and processes for budgeting and capital planning.
* Overseeing/participating in process and analysis for investments into new service offices.
* Assisting with financial modeling and due diligence for new business ventures.
* Identifying opportunities to streamline and improve existing policies and processes.
* Acting as a trusted advisor and expert with regard to financial planning and analysis subject matter.
* Developing awareness of and familiarity with issues and events affecting organization, department, and/or customer.
* Assisting in preparation of quarterly and annual management presentations.
* Assisting in preparation of quarterly and annual financial plans for the entire organization.
* Developing complex ad-hoc reports; research the source of data issues and provide recommendations for continual improvement of our applications.


* Four (4) year college degree (finance, accounting, business preferred).
* Minimum three (3) to five (5) years successful experience in an analytical and/or budgeting role.
* Advanced experience using Microsoft Excel (work samples will be required). Power Point.
* Ability to thrive in an ever-changing environment.
* Demonstrated record of strong interpersonal skills.
* Solid record of goal achievement and exceeding performance standards.
* Willingness and drive to exceed expectations; spend the time and effort necessary to complete all tasks to the highest level.
* Well-developed ability to present complex information in an understandable and compelling manner to groups of employees, manager, directors, and other customers.
* Ability to motivate and be self-motivated, flexible, versatile, and creative; problem solving ability, leadership skills, and ability to foster interpersonal relationships.
* Ability to work in a fast pace environment balancing multiple client requests simultaneously.


Associated topics: analysis, analyze, business, investment analytics, investment banking, market, refinement, regulation, strategy, valuation analyst

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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