Senior Analyst, Financial Planning & Analysis

Job Details

• Posting Details:
  Posted on June 9, 2026
• Location:
  
  New York, NY (Hybrid)
• Department:
  Financial Planning & Analysis
• Full-Time
• Requisition #: SENIO
  002290

Mutual of America

Job Title: Senior Analyst, Financial Planning & Analysis

Company: Mutual of America Financial Group. We help people build the assets they need to achieve greater financial security. Founded in 1945, we provide pension and retirement‑related services to nonprofit, for‑profit, governmental, tribal, institutional, and individual clients.

Role

Summary:

This Senior Analyst supports the planning and analysis processes surrounding the company’s revenue, expenses, and premiums, providing expertise in Oracle Planning and the Microsoft BI platform.

• Assist in the preparation and analysis of annual, quarterly, and monthly plans and forecasts for the company’s fee‑based income, reserve required interest, cashflows, and other revenue‑generating business models.
• Assist with the annual expense plan and budget submission for Mutual of America, Capital Management LLC, and other subsidiaries; review quarterly/monthly expenses and revenue, investigate and document variances.
• Develop and maintain expert knowledge of Oracle Planning and help improve Oracle Planning reports for Corporate Finance and across the company.
• Develop and maintain expert knowledge of business intelligence solutions used by the company.
• Build confidence in dealing with the business, taking on more complex analyses, and building relationships to help achieve Mutual of America’s strategy.
• Conduct analysis, research, and projects requested by Corporate Finance management.
• Respond to ad‑hoc requests to address new business processes, policies, and procedures.

• Bachelor’s Degree
• Expert knowledge of MS Office tools (Access, Excel, Word, PowerPoint, Visio, SharePoint)
• Working knowledge of business intelligence tools including Oracle Planning and Microsoft BI
• Strong analytical and problem‑solving skills
• Strong oral and written communication skills
• Prior experience in an FP&A role

• Competitive base salary
• Comprehensive benefits package (medical, dental, and vision) starting day one
• 401(k) match: up to 6% of pay with 100% employer match on employee contributions
• Parental leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

Base Salary Range: $90,640 - $135,960. Salary may exceed this range with bonus and performance incentives.

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the “Know Your Rights” notice from the Department of Labor.