Manager of Financial Planning and Analysis - Capital Markets Group

Date Posted:
Sep 1, 2026
Company:
Data Analysis Inc

Title:

Manager of Financial Planning and Analysis - Capital Markets Group

Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses.

We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply!

If you enjoy partnering with senior business leaders, solving complex financial problems, and turning financial data into better business decisions, we’d like to meet you. As Manager, FP&A, you will serve as the finance business partner for select business units as part of DAI’s Capital Markets Group (CMG), working directly with business unit CEOs and their teams, DAI Finance, and executive leadership on the decisions that drive the business.

This is not a back-office accounting role. We are looking for a commercially aware finance partner who brings rigor, urgency, and precision to a complex multi-entity environment. The right candidate will be able to explain what changed, why it changed, what it means for the business, and what should happen next.

For business unit leadership, this role is also the primary point of accountability on finance-related matters - not limited to FP&A. That includes issues that originate in Accounting, Treasury, and anything else where the financial impact is real but indirect. You will resolve what falls within your scope directly and respond quickly when business leadership needs an answer. Where an issue falls outside your scope, you own driving it to resolution through the right partner.

Hybrid in NYC Office, 3 days on-site per week.

• Own FP&A for select business units, including leading the FP&A business-driver variance analysis for month-end close, budgeting and forecasting cycles, and all management reporting.
• Serve as the single point of contact for business unit leadership on finance-related matters, whether they originate in FP&A, Accounting, Treasury, or elsewhere - resolving issues directly when within your scope, and owning the path to resolution when they are not.
• Respond quickly to requests from business, treating urgent business needs as a priority alongside core FP&A deadlines rather than queuing them behind the standard close cycle.
• Proactively partner directly with business unit leaders, their teams, and finance leadership to translate financial performance into insight, decisions, and action.
• Build and maintain budgets, forecasts, and financial models that support business planning, scenario analysis, investment decisions, and ad hoc executive requests.
• Prepare variance commentary that clearly connects financial results to actual business drivers, root cause, risks, opportunities, and recommended next steps.
• Support month-end close execution with Accounting partners, including understanding and validating accruals, journal entries, intercompany reconciliation, and account analysis.
• Contribute directly to board reporting packages where accuracy, clarity, and narrative discipline matter.
• Manage multiple concurrent priorities, including close deadlines, leadership requests, model builds, reporting packages, and business partner questions, while correctly triaging what matters most under time pressure.
• Operate…