Financial Planning & Analysis Manager

Job Description
Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world’s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network

Financial Planning & Analysis Manager – New York

This FP & A Manager role sits within the Global Financial Advisory Finance team and serves as a key strategic partner to the Senior Vice President responsible for the Financial Advisory business. The role supports global financial planning, reporting, performance management, and strategic initiatives across regions, working closely with senior leadership to deliver actionable insights that inform business strategy and resource allocation. The position will manage one direct report. The ideal candidate brings strong analytical and modeling capabilities, accounting knowledge, excellent communication skills, a genuine interest in financial services, and the ability to collaborate effectively across functions in a dynamic, fast-paced environment.

We’ll trust you to:

Play a key role in the global financial planning cycle including annual budget, quarterly forecasts, and weekly revenue outlooks, partnering closely with regional finance teams and business leadership. Create financial models to monitor and report upon key performance indicators for the business, providing strategic actionable insights

Lead cross-functional finance transformation initiatives focused on improving reporting, forecasting accuracy, data quality, and operating efficiency

Leverage accounting knowledge to validate financial results, interpret variances, and ensure integrity of management reporting

Serve as a key finance partner to the Middle Office and corporate functions

Lead the preparation of the quarterly Board materials and related analyses

Partner with the Investor Relations team as they prepare for quarterly earnings calls, by leading the preparation of detailed Q&A materials and analyses

Build and maintain financial models, dashboards, and management reports in partnership with the Financial Advisory IT team

Deliver monthly regional presentations for Senior Management

Conduct monthly non‑compensation expense analysis, analyzing cost drivers and recommending cost saving initiatives

Supporting and validating cash forecasting across the global business enabling senior management to make informed capital deployment decisions

Partner with business leadership and the Financial Advisory IT team on transformation and strategic initiatives

Deliver ad‑hoc strategic and financial analyses for senior management and executive decision-making

Identify and implement enhancements to financial processes, reporting capabilities, data quality, and systems to improve efficiency, accuracy, and standardization

Manage and mentor a team of one finance professional, providing oversight of deliverables, development, and performance management

You’ll need to have:

10+ years of experience in financial planning and analysis, corporate finance, management reporting, ideally within an investment bank, financial institution, or professional services environment

Undergraduate degree in Finance, Accounting, Economics, or a related field with a strong academic record

Practical understanding of accounting principles, with experience in month end close, or controllership roles a plus

Strong analytical, data management, and problem‑solving capabilities

High level of professionalism with the ability to engage effectively with senior leadership globally and collaborate across Finance and other corporate functions

Experience in leading or being a significant contributor to finance system implementations, or reporting automation initiatives

Excellent written and verbal communication skills

Self‑motivated and able to motivate, mentor and lead a team

High standards of accuracy, organization, and attention to detail; comfortable operating in a fast‑paced environment

Skills & Technical Capabilities

Advanced proficiency in Microsoft Excel, financial modeling, and executive level PowerPoint presentation skills

Experience with SAP, Analysis for Office, AI, Power Query, Alteryx, and/or Power BI / Tableau beneficial