Financial Planning Analyst Jobs in New York
Financial Planning Analyst jobs in New York rank among the most active markets in the country, concentrated in financial services, corporate treasury, private equity, and asset management, with openings at every level from junior analyst through senior FP&A lead. New York City is the dominant hiring center, followed by White Plains and Melville, where firms maintain regional offices and back-office operations. Established employers with consistent financial planning analyst demand in New York include JPMorgan Chase, Citigroup, and MetLife. The most in-demand specialties are budgeting and forecasting, business partnering, and long-range strategic planning. Find a role that fits below and apply directly.
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Showing 5 of 69+ Financial Planning Analyst jobs
Job Title: Financial Analyst
Work Location: 90 Church Street, NY 10007
Duration: Long
Overview
Serve as a senior data and financial analyst supporting client's strategic investment and organizational decision making.
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Perform in-depth analysis on large datasets with the goal of identifying trends and offering insights on key drivers of change.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
- Collaborate with cross functional teams, requiring strong communication skills and proficiency with Excel, PowerPoint, and modern data analysis tools.
- Apply foundational knowledge of fringe benefits (health insurance, pension, welfare, annuity) and their financial impact within the public sector.
- Develop subject matter expertise in key partner organizations such as Government bodies, health insurance providers, and collective bargaining unions.
Duties
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Conduct advanced data analysis to identify usage patterns, anomalies, and emerging trends; generate automated reports and dashboards.
- Perform monthly updates of rate and enrollee data, integrating new information into historical trend analyses, predictive cost models, and forecasting frameworks.
- Identify operational inefficiencies, propose data driven improvements, and develop innovative analytical solutions to strengthen financial planning processes.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
Job Title: Financial Analyst
Work Location: 90 Church Street, NY 10007
Duration: Long
Overview
Serve as a senior data and financial analyst supporting client's strategic investment and organizational decision making.
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Perform in-depth analysis on large datasets with the goal of identifying trends and offering insights on key drivers of change.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
- Collaborate with cross functional teams, requiring strong communication skills and proficiency with Excel, PowerPoint, and modern data analysis tools.
- Apply foundational knowledge of fringe benefits (health insurance, pension, welfare, annuity) and their financial impact within the public sector.
- Develop subject matter expertise in key partner organizations such as Government bodies, health insurance providers, and collective bargaining unions.
Duties
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Conduct advanced data analysis to identify usage patterns, anomalies, and emerging trends; generate automated reports and dashboards.
- Perform monthly updates of rate and enrollee data, integrating new information into historical trend analyses, predictive cost models, and forecasting frameworks.
- Identify operational inefficiencies, propose data driven improvements, and develop innovative analytical solutions to strengthen financial planning processes.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
See All 69 Financial Planning Analyst Jobs in New York
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Find JobsFinancial Planning Analyst Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Planning Analyst Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Technology & Software
- Investment & Asset Management
- Music
- Retail
- Education
What New York Employers Look For
The qualifications that appear most often in financial planning analyst jobs across New York.
- Bachelor's degree in finance, accounting, or economics required by most New York employers
- CFA designation or active progress toward it is strongly preferred for senior roles
- Three or more years of FP&A experience in financial services or corporate finance
- Advanced proficiency in Excel financial modeling and enterprise planning tools such as Hyperion or Anaplan
- Demonstrated experience building multi-year operating budgets and variance analysis reports
- Strong communication skills for presenting financial findings to executive leadership and business partners
Financial Planning Analyst Jobs in New York: Frequently Asked Questions
How do you become a financial planning analyst in New York?
Most financial planning analyst roles in New York require a bachelor's degree in finance, accounting, or a related field, though many employers prefer candidates with an MBA or a CFA credential. New York does not require a state-issued license specific to FP&A work. Building experience through corporate finance, accounting, or investment analysis roles is the most common path, and proficiency with enterprise planning software used heavily by New York financial services firms is a consistent hiring edge.
How much do financial planning analysts make in New York?
Financial planning analysts 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 analysts in New York?
Employers hiring financial planning analysts in New York right now include JetBlue, Blue Nile, and Morgan Stanley, based on current listings on Migrate Mate as of September 2026. New York's density of global bank headquarters, insurance carriers, and asset managers means demand stays consistent across economic cycles, with both large corporate FP&A teams and leaner mid-market firms posting regularly.
Which New York cities have the most financial planning analyst jobs?
New York, Tarrytown, and Long Island City have the most financial planning analyst openings in New York. New York City dominates because it is home to the headquarters of the largest U.S. financial institutions and major corporate campuses, while suburban markets like White Plains draw openings from regional offices and mid-size firms that cluster in Westchester County to access the city talent pool at lower real estate costs.
Are there remote financial planning analyst jobs in New York?
Yes, and more than most fields. Financial planning analyst work is desk-based and output-driven, which makes it well suited to remote and hybrid arrangements. About 61% of financial planning analyst openings tied to New York are remote or hybrid as of September 2026, reflecting a broader shift among New York financial services and corporate employers since pandemic-era workflow changes. Budget modeling, variance reporting, and forecasting are the functions most commonly performed off-site.
How can I get hired as a financial planning analyst in New York with little or no experience?
The most realistic entry path is a rotational finance program at a large New York employer, with firms like JPMorgan Chase, Citigroup, and MetLife running structured analyst development programs designed specifically for recent graduates. Lateral moves from accounting, financial reporting, or business analyst roles are also common because the analytical and systems skills transfer directly. Building proficiency in Excel modeling and a planning tool like Adaptive Insights, and earning or enrolling in the CFA program, gives candidates a measurable edge with New York hiring managers evaluating entry-level applicants.
Where can I find and apply to financial planning analyst jobs in New York?
You can find and apply to financial planning analyst jobs in New York on Migrate Mate, which lists current New York openings updated regularly. Search the available roles, find positions that match your background and target employers, and apply directly to the ones that fit.
See All 69 Financial Planning Analyst Jobs in New York
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