Financial Planning And Analysis Jobs in New York
Financial Planning And Analysis jobs in New York represent one of the most active and competitive markets in the country, concentrated heavily in financial services, media, technology, and healthcare across seniority levels from junior analyst through VP and director. The largest hiring clusters are in New York City, White Plains, and Stamford-adjacent roles, where major employers such as JPMorgan Chase, Goldman Sachs, and Pfizer maintain substantial FP&A teams. The most in-demand specialties include budgeting and forecasting, business partnering, and strategic finance. Find a role that fits below and apply directly.
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Company Description
Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve more than 3,000 clients in more than 85 countries, including many of the world’s largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers.
Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average daily trading volume (ADV) of more than $2.2 trillion over the past four fiscal quarters, topping $2.5 trillion in ADV for the first quarter of 2025.
Since our IPO in 2019, Tradeweb has completed four acquisitions and doubled our revenues – and 2024 was our 25th consecutive year of record revenues.
Tradeweb is a great place to work, recognized in 2024 by Forbes as one of America’s Best Companies (2024) and by U.S. News & World Report as one of the Best Financial Services Companies to Work For.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Group Details
As the senior member of the FP&A team, you should expect to be an active participant working with business leaders and CFO in analyzing firmwide budgets and forecasts, as well as strategic opportunities and initiatives. The Finance department supports the Tradeweb Executive Management team in forecasting, budgeting, and decision support for all business lines. In this role you will conduct research, perform analysis and develop financial/operational models to inform and support growth strategies.
Job Responsibilities
- Oversight of consolidated budgeting, 3-year plan and financial reporting
- Financial modeling and analysis related to current businesses and new opportunities and scenario planning
- Develop, implement and maintain excel and Adaptive models and accurate and timely information to enable decision support and ad-hoc analysis
- Create annual and quarterly earnings materials for investor presentations and SEC filings
- Manage and mentor global FP&A team members
- Delivery of real-time and monthly forecasting
- Decision support for general corporate finance projects
- Develop presentations for board and operating committee materials
- Communicate financial information in a concise and accessible manner to non-finance personnel and management
- Oversee corporate-wide expense management and analysis and support departments with their budget and variance analytics
Qualifications
- Bachelor’s Degree in Accounting, Finance, Economics, Math or related field
- Minimum 8+ years of experience in financial analysis, FP&A or other similar finance roles
- Excellent PowerPoint and Excel skills (VLOOKUP, PivotTables, etc.)
- Excellent financial analysis and modeling skills
- Experience with Adaptive Planning, Tableau, Alteryx and AI tools is a plus
- Prior knowledge of capital markets or the financial technology industry is a plus
- Exceptional computational and analytical abilities and sharp attention to detail
- Excellent project management, presentation and interpersonal skills are essential
- Excellent communication skills in a variety of mediums - must be comfortable working cross-functionally with people at multiple levels and from multiple disciplinary backgrounds
- Ability to work in and be comfortable with fast paced, fluid environment
- Self-starter who takes initiative and completes all projects with high energy and ability to prioritize and take ownership
- Able to resolve complex problems and articulate/communicate in a simple manner
- Financial, Planning, and Analysis experience a plus – especially driving annual planning process
Additional Information
Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer:
- Health Insurance: Highly competitive medical, dental, and vision programs
- Hybrid Environment: Our employees have the flexibility of working in the office and from home.
- Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
- Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provides a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
- Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
- The current pay range for this role if performed in the city of New York is currently $110,000 to $170,000 per year, based on a regular, full-time schedule. The amount of pay offered will be determined by a number of factors, including but not limited to qualifications, market data, geographic location, and internal guidelines.
Other Benefit Programs
- Pre-Tax Commuter Benefits Program
- ARAG Legal Services
- Employee Assistance Program
- Tuition Reimbursement
- Financial Wellness Tools
- Travel Assistance Benefits
- Pet Insurance
- Corporate Gym Subsidies
- Wellness Perks
- Paid Time Off and Parental Leave
Company Description
Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve more than 3,000 clients in more than 85 countries, including many of the world’s largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers.
Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average daily trading volume (ADV) of more than $2.2 trillion over the past four fiscal quarters, topping $2.5 trillion in ADV for the first quarter of 2025.
Since our IPO in 2019, Tradeweb has completed four acquisitions and doubled our revenues – and 2024 was our 25th consecutive year of record revenues.
Tradeweb is a great place to work, recognized in 2024 by Forbes as one of America’s Best Companies (2024) and by U.S. News & World Report as one of the Best Financial Services Companies to Work For.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Group Details
As the senior member of the FP&A team, you should expect to be an active participant working with business leaders and CFO in analyzing firmwide budgets and forecasts, as well as strategic opportunities and initiatives. The Finance department supports the Tradeweb Executive Management team in forecasting, budgeting, and decision support for all business lines. In this role you will conduct research, perform analysis and develop financial/operational models to inform and support growth strategies.
Job Responsibilities
- Oversight of consolidated budgeting, 3-year plan and financial reporting
- Financial modeling and analysis related to current businesses and new opportunities and scenario planning
- Develop, implement and maintain excel and Adaptive models and accurate and timely information to enable decision support and ad-hoc analysis
- Create annual and quarterly earnings materials for investor presentations and SEC filings
- Manage and mentor global FP&A team members
- Delivery of real-time and monthly forecasting
- Decision support for general corporate finance projects
- Develop presentations for board and operating committee materials
- Communicate financial information in a concise and accessible manner to non-finance personnel and management
- Oversee corporate-wide expense management and analysis and support departments with their budget and variance analytics
Qualifications
- Bachelor’s Degree in Accounting, Finance, Economics, Math or related field
- Minimum 8+ years of experience in financial analysis, FP&A or other similar finance roles
- Excellent PowerPoint and Excel skills (VLOOKUP, PivotTables, etc.)
- Excellent financial analysis and modeling skills
- Experience with Adaptive Planning, Tableau, Alteryx and AI tools is a plus
- Prior knowledge of capital markets or the financial technology industry is a plus
- Exceptional computational and analytical abilities and sharp attention to detail
- Excellent project management, presentation and interpersonal skills are essential
- Excellent communication skills in a variety of mediums - must be comfortable working cross-functionally with people at multiple levels and from multiple disciplinary backgrounds
- Ability to work in and be comfortable with fast paced, fluid environment
- Self-starter who takes initiative and completes all projects with high energy and ability to prioritize and take ownership
- Able to resolve complex problems and articulate/communicate in a simple manner
- Financial, Planning, and Analysis experience a plus – especially driving annual planning process
Additional Information
Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer:
- Health Insurance: Highly competitive medical, dental, and vision programs
- Hybrid Environment: Our employees have the flexibility of working in the office and from home.
- Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
- Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provides a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
- Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
- The current pay range for this role if performed in the city of New York is currently $110,000 to $170,000 per year, based on a regular, full-time schedule. The amount of pay offered will be determined by a number of factors, including but not limited to qualifications, market data, geographic location, and internal guidelines.
Other Benefit Programs
- Pre-Tax Commuter Benefits Program
- ARAG Legal Services
- Employee Assistance Program
- Tuition Reimbursement
- Financial Wellness Tools
- Travel Assistance Benefits
- Pet Insurance
- Corporate Gym Subsidies
- Wellness Perks
- Paid Time Off and Parental Leave
See All 10 Financial Planning And Analysis Jobs in New York
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Find JobsFinancial Planning And Analysis Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Planning And Analysis Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Riveron3
- Tradeweb2
- Burger King1
- Finoptima Solutions1
- Mastercard1
Top Industries Hiring
- Technology & Software3
- Healthcare & Medical Services2
- Food & Beverage1
What New York Employers Look For
The qualifications that appear most often in financial planning and analysis jobs across New York.
- Bachelor's degree in finance, accounting, or economics required by most New York employers
- Three or more years of FP&A experience preferred for mid-level roles at New York firms
- Advanced proficiency in Excel financial modeling and enterprise planning tools like Hyperion or Anaplan
- CFA or CPA designation valued, particularly at New York financial services and investment management firms
- Experience with data visualization tools such as Tableau or Power BI for executive reporting
- Strong communication skills to present financial insights to senior leadership and business partners
Financial Planning And Analysis Jobs in New York: Frequently Asked Questions
How do you become a financial planning and analysis professional in New York?
A bachelor's degree in finance, accounting, economics, or a related field is the standard entry point, and most New York employers expect at least some exposure to financial modeling and variance analysis. There is no state-issued license specific to FP&A work in New York, but professional credentials like the CFA or CPA carry real weight in the city's financial services and corporate sector. Many analysts build their foundations in public accounting, investment banking, or corporate finance before moving into dedicated FP&A roles.
Which companies hire financial planning and analysis professionals in New York?
Employers hiring financial planning and analysis professionals in New York right now include Riveron, Tradeweb, and Burger King, based on current listings on Migrate Mate as of June 2026. New York's dense concentration of Fortune 500 headquarters and major financial institutions means FP&A teams here tend to be larger and more specialized than in most other states.
Which New York cities have the most financial planning and analysis jobs?
The cities with the most financial planning and analysis openings in New York are New York, Harrison, and Syracuse. New York City dominates because of its extraordinary concentration of financial services firms, global corporate headquarters, and media and technology companies, while suburban metros like White Plains attract FP&A roles tied to large consumer goods and healthcare companies that have headquartered operations just outside the city.
Are there remote financial planning and analysis jobs in New York?
Yes, and more than most fields. About 20% of financial planning and analysis openings tied to New York are remote or hybrid as of June 2026, reflecting how well-suited the role's modeling, reporting, and forecasting work is for distributed teams. Strategic finance and business partnering roles at technology and media companies tend to offer the most scheduling flexibility, while roles embedded within trading floors or closely tied to executive leadership usually require in-office presence.
How can I get hired as a financial planning and analysis professional 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 banks like Citigroup and insurance companies like MetLife running structured analyst programs designed specifically for recent graduates. Lateral moves from roles in accounting, financial reporting, or budget coordination are also common on-ramps, as those positions build the variance analysis and forecasting fundamentals FP&A teams look for. Earning your CPA while in an entry-level accounting role at a Big Four firm with a strong New York presence is one of the most proven ways to position for an FP&A move within two to three years.
Where can I find and apply to financial planning and analysis jobs in New York?
You can find and apply to financial planning and analysis jobs in New York on Migrate Mate, which lists current New York openings across industries and experience levels. Find roles that fit your background and apply directly to the ones that interest you.
See All 10 Financial Planning And Analysis Jobs in New York
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