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
