Location: New York or Charlotte, Hybrid

Employment Type: Full-Time

Reports To: Chief Financial Officer

About Training The Street

Training The Street (TTS) is a premier global financial training firm dedicated to developing financial professionals across institutions worldwide. Our specialized programs equip participants with essential skills in financial modeling, valuation, M&A, and other critical financial competencies. With a global presence and reputation for excellence, TTS is trusted by top financial institutions, universities, and corporations to deliver high-quality training that bridges theoretical knowledge with practical application.

Role Overview

We are seeking an experienced Lead Financial Planning & Analysis (FP&A) professional to join our finance team. This critical role reports directly to the CFO and serves as a key strategic partner to the executive leadership team. As a solo contributor with significant visibility, you will drive financial forecasting, cash management, and various strategic initiatives while serving as an essential connector between business units and the finance/accounting functions.

Key Responsibilities

Financial Planning & Analysis

Lead the company's forecasting processes, including annual budgeting, quarterly reforecasts, and long-range planning
Develop and maintain complex financial models to evaluate business performance, forecast outcomes, and support strategic decision-making
Create insightful management reporting packages and KPI dashboards for executive and board level leadership
Analyze financial results, identify trends, opportunities, and risks, and communicate findings to stakeholders

Treasury & Cash Management

Oversee cash flow forecasting and management to ensure optimal liquidity
Partner with accounting to maintain accurate cash position reporting
Recommend and implement strategies to optimize working capital
Support debt management activities and banking relationships

Strategic Business Partnership

Serve as a trusted financial advisor to C-suite executives and department heads
Lead cross-functional strategic initiatives that drive business growth and operational efficiency
Translate financial data into actionable business insights for non-financial stakeholders
Collaborate with business units to develop financial strategies aligned with organizational goals

Operational Excellence

Drive process improvements within the finance function
Support the CFO and leadership with special projects including finance initiatives, operational improvements, and any potential M&A activities
Participate in system implementations and enhancements to improve financial reporting capabilities
Develop financial policies and procedures to ensure best practices

Requirements

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field
4+ years of progressive finance experience
Exceptional financial modeling and analysis skills with advanced Excel proficiency
Strong understanding of financial statements and accounting principles
Excellent communication skills with the ability to present complex financial information to various audiences
Proven ability to collaborate effectively across departments and influence decision-making
Demonstrated strategic thinking and problem-solving capabilities

Personal Attributes

Strong business acumen and commercial awareness
Exceptional attention to detail while maintaining strategic perspective
Self-motivated with the ability to work independently and prioritize effectively
Adaptable to changing priorities in a dynamic environment
Collaborative mindset with excellent interpersonal skills
High ethical standards and integrity

Benefits

What We Offer

Competitive salary and bonus compensation
Comprehensive benefits package including but not limited to: comprehensive health insurance, HSA, Dental/ Vision insurance, short/long term disability, life insurance, 401k and parking/ transit reimbursement (NY & NJ candidates only)
Opportunity to directly impact strategic decision-making at a global company
Professional development opportunities

Training The Street

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Financial Planning & Analysis (FP&A) Lead