Financial Planning Analysis Jobs in New York
Financial Planning Analysis jobs in New York are among the most active in the country, concentrated in financial services, asset management, corporate finance, and private equity, with openings at every level from junior analyst through senior director. The deepest hiring is in New York City, followed by White Plains and Stamford-adjacent roles serving Westchester-based firms, with major employers such as JPMorgan Chase, Goldman Sachs, and MetLife maintaining large FP&A teams in the metro. The most in-demand specialties are budgeting and forecasting, management reporting, and strategic finance supporting M&A activity. Find a role that fits below and apply directly.
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Location: This is a hybrid remote/in-office role.
Medidata follows a hybrid office policy in which employees who are hired for an in-person position are expected to work on site a certain number of days per week following Company policy.
About our Company:
Medidata is powering smarter treatments and healthier people through digital solutions to support clinical trials. Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. More than 1 million registered users across approximately 2,300 customers trust Medidata's seamless, end-to-end platform to improve patient experiences, accelerate clinical breakthroughs, and bring therapies to market faster. A Dassault Systèmes brand (Euronext Paris: FR0014003TT8, DSY.PA), Medidata is headquartered in New York City and has been recognized as a Leader by Everest Group and IDC. Discover more at www.medidata.com. Listen to our latest podcast, from Dreamers to Disruptors, and follow us at @Medidata.
About the Team:
We are seeking a highly strategic and influential Director of Financial Planning & Analysis (FP&A) to lead a critical function within our finance organization. Reporting to the VP of FP&A, this executive-level role will be responsible for shaping the company's financial strategy, providing insightful financial leadership to senior and executive management, and building and developing a high-performing FP&A team. The ideal candidate will possess exceptional analytical and strategic thinking capabilities, a deep understanding of the SaaS and/or life sciences industry, outstanding communication and executive presence, and a proven track record of driving significant business impact through financial planning and analysis. You will be a key partner to business unit leaders, influencing strategic decisions, optimizing resource allocation, and contributing directly to the achievement of the company's long-term financial goals.
Responsibilities:
- Provide strategic financial leadership and direction to the FP&A function, aligning financial planning with the overall business strategy and objectives.
- Build, lead, mentor, and develop a high-performing team of FP&A managers and analysts, fostering a culture of excellence, collaboration, and continuous growth.
- Oversee the development and execution of the company's annual budget, quarterly forecasts, and long-range strategic plans, ensuring robust financial models and insightful scenario analysis.
- Present comprehensive financial performance updates, strategic insights, and recommendations to the executive leadership team.
- Serve as a trusted financial advisor and strategic business partner to executive leadership across various business units, providing critical financial guidance and influencing strategic decision-making on key business initiatives.
- Drive the development and monitoring of key performance indicators (KPIs) across the organization, working collaboratively with business leaders to establish targets, track performance, and drive accountability.
- Lead the development of sophisticated financial models to evaluate strategic investments, mergers and acquisitions, capital allocation decisions, and other significant financial initiatives.
- Identify and proactively analyze emerging business trends, risks, and opportunities, and translate these insights into actionable financial strategies and recommendations.
- Drive continuous improvement in FP&A processes, systems, and reporting capabilities to enhance efficiency, accuracy, and scalability.
- Collaborate closely with Accounting, Treasury, and other finance functions to ensure alignment and effective financial management across the organization.
- Lead and sponsor strategic financial projects and initiatives that support the company's growth and profitability objectives.
- Play a significant role in the development of investor relations materials, earnings call scripts, and communications with the investment community (as applicable).
- Contribute to the development and implementation of company-wide financial policies and procedures.
- Stay at the forefront of industry trends, macroeconomic factors, and best practices in financial planning and analysis, and proactively share knowledge and insights across the organization.
- Participate actively in strategic planning discussions at the executive level, providing critical financial perspectives and insights to shape the company's long-term direction.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is required.
- Minimum of 15 years of progressive experience in financial planning and analysis, with significant leadership experience managing and developing teams of managers and analysts.
- Proven track record of providing strategic financial leadership and influencing executive-level decision-making.
- Deep understanding of GAAP and financial accounting principles, with experience in a complex, global organization.
- Expert-level proficiency in Excel and financial modeling, with the ability to develop sophisticated and dynamic models for various strategic scenarios.
- Extensive experience implementing and managing financial planning and reporting systems (e.g., Hyperion Planning, Anaplan, NetSuite Planning & Budgeting).
- Exceptional analytical, problem-solving, and strategic thinking skills with a demonstrated ability to translate complex financial data into clear, concise, and actionable insights for executive audiences.
- Outstanding communication (written and verbal), interpersonal, and executive presentation skills, with a proven ability to effectively communicate complex financial information to all levels of the organization, including the executive team and potentially the Board of Directors.
- Strong business acumen and a deep understanding of the key drivers of business performance within the SaaS and/or life sciences industry.
- Demonstrated ability to build strong relationships and influence stakeholders at the executive level.
- Proven ability to lead and manage multiple complex, cross-functional projects and initiatives simultaneously.
- Extensive experience with data visualization tools (e.g., Tableau, Power BI) and enterprise resource planning (ERP) systems.
The salary range posted below refers only to positions that will be physically based in [city, state]. As with all roles, Medidata sets ranges based on a number of factors including function, level, candidate expertise and experience, and geographic location. Pay ranges for candidates in locations other than [city, state] may differ based on the local market data in that region. The base salary pay range for this position is $157,000.00 to $220,000.00.
Base pay is one part of the Total Rewards that Medidata provides to compensate and recognize employees for their work. Most sales positions are eligible for a commission on the terms of applicable plan documents, and many of Medidata's non-sales positions are eligible for annual bonuses. Medidata believes that benefits should connect you to the support you need when it matters most and provides best-in-class benefits, including medical, dental, life and disability insurance; 401(k) matching; flexible paid time off; and 10 paid holidays per year.
Note: Please be on the lookout for job scams. Medidata recruiters will never ask applicants for monetary compensation, credit card, or banking details.
Equal Employment Opportunity:
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Medidata are based on merit, qualifications and abilities. Medidata is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age, disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. Medidata will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law. Applications will be accepted on an ongoing basis until the position is filled.
LI-TC1
LI-Hybrid
Inclusion Statement
As a game-changer in sustainable technology and innovation, Medidata, a Dassault Systèmes company, is striving to build more inclusive teams across the globe. We believe that our people are our number one asset and we want all employees to feel empowered to bring their whole selves to work every day. It is our goal that our people feel a sense of pride and a passion for belonging. As a company leading change, it's our responsibility to foster opportunities for all people to participate in a harmonized Workforce of the Future.
Location: This is a hybrid remote/in-office role.
Medidata follows a hybrid office policy in which employees who are hired for an in-person position are expected to work on site a certain number of days per week following Company policy.
About our Company:
Medidata is powering smarter treatments and healthier people through digital solutions to support clinical trials. Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. More than 1 million registered users across approximately 2,300 customers trust Medidata's seamless, end-to-end platform to improve patient experiences, accelerate clinical breakthroughs, and bring therapies to market faster. A Dassault Systèmes brand (Euronext Paris: FR0014003TT8, DSY.PA), Medidata is headquartered in New York City and has been recognized as a Leader by Everest Group and IDC. Discover more at www.medidata.com. Listen to our latest podcast, from Dreamers to Disruptors, and follow us at @Medidata.
About the Team:
We are seeking a highly strategic and influential Director of Financial Planning & Analysis (FP&A) to lead a critical function within our finance organization. Reporting to the VP of FP&A, this executive-level role will be responsible for shaping the company's financial strategy, providing insightful financial leadership to senior and executive management, and building and developing a high-performing FP&A team. The ideal candidate will possess exceptional analytical and strategic thinking capabilities, a deep understanding of the SaaS and/or life sciences industry, outstanding communication and executive presence, and a proven track record of driving significant business impact through financial planning and analysis. You will be a key partner to business unit leaders, influencing strategic decisions, optimizing resource allocation, and contributing directly to the achievement of the company's long-term financial goals.
Responsibilities:
- Provide strategic financial leadership and direction to the FP&A function, aligning financial planning with the overall business strategy and objectives.
- Build, lead, mentor, and develop a high-performing team of FP&A managers and analysts, fostering a culture of excellence, collaboration, and continuous growth.
- Oversee the development and execution of the company's annual budget, quarterly forecasts, and long-range strategic plans, ensuring robust financial models and insightful scenario analysis.
- Present comprehensive financial performance updates, strategic insights, and recommendations to the executive leadership team.
- Serve as a trusted financial advisor and strategic business partner to executive leadership across various business units, providing critical financial guidance and influencing strategic decision-making on key business initiatives.
- Drive the development and monitoring of key performance indicators (KPIs) across the organization, working collaboratively with business leaders to establish targets, track performance, and drive accountability.
- Lead the development of sophisticated financial models to evaluate strategic investments, mergers and acquisitions, capital allocation decisions, and other significant financial initiatives.
- Identify and proactively analyze emerging business trends, risks, and opportunities, and translate these insights into actionable financial strategies and recommendations.
- Drive continuous improvement in FP&A processes, systems, and reporting capabilities to enhance efficiency, accuracy, and scalability.
- Collaborate closely with Accounting, Treasury, and other finance functions to ensure alignment and effective financial management across the organization.
- Lead and sponsor strategic financial projects and initiatives that support the company's growth and profitability objectives.
- Play a significant role in the development of investor relations materials, earnings call scripts, and communications with the investment community (as applicable).
- Contribute to the development and implementation of company-wide financial policies and procedures.
- Stay at the forefront of industry trends, macroeconomic factors, and best practices in financial planning and analysis, and proactively share knowledge and insights across the organization.
- Participate actively in strategic planning discussions at the executive level, providing critical financial perspectives and insights to shape the company's long-term direction.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is required.
- Minimum of 15 years of progressive experience in financial planning and analysis, with significant leadership experience managing and developing teams of managers and analysts.
- Proven track record of providing strategic financial leadership and influencing executive-level decision-making.
- Deep understanding of GAAP and financial accounting principles, with experience in a complex, global organization.
- Expert-level proficiency in Excel and financial modeling, with the ability to develop sophisticated and dynamic models for various strategic scenarios.
- Extensive experience implementing and managing financial planning and reporting systems (e.g., Hyperion Planning, Anaplan, NetSuite Planning & Budgeting).
- Exceptional analytical, problem-solving, and strategic thinking skills with a demonstrated ability to translate complex financial data into clear, concise, and actionable insights for executive audiences.
- Outstanding communication (written and verbal), interpersonal, and executive presentation skills, with a proven ability to effectively communicate complex financial information to all levels of the organization, including the executive team and potentially the Board of Directors.
- Strong business acumen and a deep understanding of the key drivers of business performance within the SaaS and/or life sciences industry.
- Demonstrated ability to build strong relationships and influence stakeholders at the executive level.
- Proven ability to lead and manage multiple complex, cross-functional projects and initiatives simultaneously.
- Extensive experience with data visualization tools (e.g., Tableau, Power BI) and enterprise resource planning (ERP) systems.
The salary range posted below refers only to positions that will be physically based in [city, state]. As with all roles, Medidata sets ranges based on a number of factors including function, level, candidate expertise and experience, and geographic location. Pay ranges for candidates in locations other than [city, state] may differ based on the local market data in that region. The base salary pay range for this position is $157,000.00 to $220,000.00.
Base pay is one part of the Total Rewards that Medidata provides to compensate and recognize employees for their work. Most sales positions are eligible for a commission on the terms of applicable plan documents, and many of Medidata's non-sales positions are eligible for annual bonuses. Medidata believes that benefits should connect you to the support you need when it matters most and provides best-in-class benefits, including medical, dental, life and disability insurance; 401(k) matching; flexible paid time off; and 10 paid holidays per year.
Note: Please be on the lookout for job scams. Medidata recruiters will never ask applicants for monetary compensation, credit card, or banking details.
Equal Employment Opportunity:
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Medidata are based on merit, qualifications and abilities. Medidata is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age, disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. Medidata will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law. Applications will be accepted on an ongoing basis until the position is filled.
LI-TC1
LI-Hybrid
Inclusion Statement
As a game-changer in sustainable technology and innovation, Medidata, a Dassault Systèmes company, is striving to build more inclusive teams across the globe. We believe that our people are our number one asset and we want all employees to feel empowered to bring their whole selves to work every day. It is our goal that our people feel a sense of pride and a passion for belonging. As a company leading change, it's our responsibility to foster opportunities for all people to participate in a harmonized Workforce of the Future.
See All 29 Financial Planning Analysis Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find JobsFinancial Planning Analysis Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Planning Analysis Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Mastercard3
- Riveron3
- Marathon Asset Management2
- Medidata Solutions2
- Tradeweb2
Top Industries Hiring
- Technology & Software8
- Healthcare & Medical Services4
- Investment & Asset Management3
- Consulting & Professional Services2
- Banking & Financial Services1
What New York Employers Look For
The qualifications that appear most often in financial planning analysis jobs across New York.
- Bachelor's degree in finance, accounting, or economics required by most New York employers
- Advanced proficiency in financial modeling, Excel, and multi-scenario variance analysis
- Experience with enterprise planning tools such as Hyperion, Anaplan, or Adaptive Insights
- Strong understanding of GAAP financial statements and management reporting standards
- CFA or CPA designation preferred for senior roles at New York financial services firms
- Effective communication skills for presenting financial analysis to executive stakeholders
Financial Planning Analysis Jobs in New York: Frequently Asked Questions
How do you become a financial planning analysis in New York?
A bachelor's degree in finance, accounting, or economics is the standard entry point for financial planning analysis roles in New York. No state-issued license is required, but candidates who pursue the CFA or CPA credential gain a measurable edge at New York financial services and asset management firms. Most employers in the metro expect familiarity with enterprise planning software and a demonstrated ability to build and stress-test financial models before extending an offer.
How much do financial planning analysises make in New York?
Financial planning analysises in New York earn a median of about $127,930 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $77,540 for the lowest 10% to over $225,380 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial planning analysiss in New York?
Employers hiring financial planning analysiss in New York right now include Mastercard, Riveron, and Marathon Asset Management, based on current listings on Migrate Mate as of June 2026. New York's concentration of global banks, insurance carriers, and media and technology headquarters means FP&A demand stays consistent across a wide range of industries beyond financial services.
Which New York cities have the most financial planning analysis jobs?
New York, Harrison, and Melville account for the most financial planning analysis openings in New York. New York City dominates because of its unmatched density of investment banks, asset managers, and corporate headquarters, while White Plains and other Westchester hubs attract FP&A roles tied to large insurers and Fortune 500 regional offices that prefer suburban campuses over Manhattan.
Are there remote financial planning analysis jobs in New York?
Yes, and more than most fields. About 28% of financial planning analysis openings tied to New York are remote or hybrid as of June 2026, reflecting the desk-based, data-driven nature of the work. Forecasting, management reporting, and variance analysis roles transfer well to remote settings, though positions that involve close collaboration with CFOs or board-level stakeholders tend to require regular in-office presence.
How can I get hired as a financial planning analysis in New York with little or no experience?
The most realistic entry path is through a financial or business analyst rotational program at a large New York employer. JPMorgan Chase, Citigroup, and MetLife all run structured analyst programs that move new graduates through FP&A, treasury, and accounting functions within their first two years. Candidates coming from audit, accounting, or data analysis roles frequently make a lateral move into FP&A without needing additional credentials, and building a portfolio of Excel-based financial models strengthens any application.
Where can I find and apply to financial planning analysis jobs in New York?
You can find and apply to financial planning analysis jobs in New York on Migrate Mate, which lists current New York openings updated in real time. Search the listings, find roles that fit your experience and target industry, and apply directly to the employers posting them.
See All 29 Financial Planning Analysis Jobs in New York
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