Financial Planning & Analysis (FP&A) Lead

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