Estate Planning Consultant jobs in New York

The Arc Companies

We are seeking a highly motivated FP&A Associate to join our team. Arc is an entrepreneur led firm where bright, creative thinkers have joined together to do venture capital, opportunistic real estate, and portfolio investing. We foster learning from each other and growing personally and professionally.

Join the Team!

Our new FP&A Associate will have significant responsibility for providing financial reporting, insights, and projections to the executive leadership team in all of its sectors. This is a dynamic role and will offer career growth as our portfolio of diversified investments (including opportunistic real estate,  venture capital funds and companies, alternatives generally, and public markets) continues to expand.

The Role

This new role will:

• Develop and maintain robust financial models, forecasts, and budgets to support both short-term and long-term financial planning
• Analyze financial data, identify trends, and provide insights to assist executive leadership in making informed strategic and tactical decisions
• Identify and understand business challenges to propose solutions for leadership consideration
• Analyze variances to forecast, budget, monthly reporting, and prior-year expenses to proactively identify opportunities for improvement
• Create various ad hoc reports and perform analysis as required

Relevant Skills, Qualifications and Experience

• Bachelor's degree in Finance, Accounting or related field desirable, with graduate education a plus
• 2-6 years of relevant experience
• Intermediate Accounting/Finance knowledge
• Advanced Excel skills
• Knowledge of Quickbooks is a plus
• Knowledge of SharePoint is a plus
• Knowledge of Addepar and Navigator is a plus
• Excellent communication skills
• Excellent understanding of data management and quantitative reporting skills

Compensation

Range: $85,000 - $115,000 annually, commensurate with knowledge, skills and experience.

Location: New York, NY 10017

We are an equal opportunity employer

Our team members reflect that we are an equal opportunity organization and always have been. The below is brought to you by our regulatory sponsors. We are, in fact, serious about it.

Arc is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws. Arc provides reasonable accommodation to employees and applicants for employment who have disabilities. You may request a reasonable accommodation, in writing, by reaching out to our Human Resources department at: The Arc Companies, Human Resources, 655 Third Avenue, 28th Floor, New York, NY  10017.