Title:  Manager of Financial Planning and Analysis - Capital Markets Group

About Us

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! 
 

About the Role

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.

What You'll Do

• 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 comfortably in ambiguity. You do not need every answer, but you should know how to source the answer, structure the issue, and drive it forward independently.

What Makes You Successful

• You naturally look for solutions, not just problems.
• You can balance multiple competing priorities without losing attention to detail.
• You build credibility through accuracy, responsiveness, preparation, and sound judgment.
• You enjoy partnering with senior business leaders and influencing decisions through facts.
• When something touches Finance - even indirectly - people know to bring it to you, and you make sure it gets resolved, whether you’re the one solving it or driving someone else to.
• You handle sensitive business and financial information with discretion and sound judgment.
• You remain calm, organized, and precise during close, forecast, and reporting cycles.
• You understand that reporting integrity, reconciliation quality, and model precision have downstream consequences for executive, board, and lender-level reporting.

What We're Looking For

• Bachelor’s degree in Finance, Accounting, or a related field.
• 5-7 years of progressive finance experience, ideally in FP&A, corporate finance, or a finance business partner role.
• Strong technical understanding of financial statements, financial modeling, forecasting, budgeting, variance analysis, and business performance management.
• Prior exposure to capital markets, financial services, and/or data services.
• Advanced Excel skills and hands-on experience with an enterprise ERP platform, preferably Microsoft Dynamics 365 F&O or a comparable system.
• Experience working with reporting, BI, or planning tools such as Power BI, an EPM platform such as Planful, or comparable systems.
• Demonstrated ability to drive issues to resolution across Accounting, Treasury, Risk, and other functions — through direct ownership where possible, and through influence and follow-through where you don’t hold formal authority.
• Exceptional written and verbal communication skills, with the ability to present complex financial information clearly to operational and executive audiences.
• Ability to work on-site in New York 3 days per week, and as needed for key meetings, with periodic travel to our Corporate Headquarters in the Greater Dallas Area.

Preferred Qualifications

• MBA, Finance-related advanced degree, and/or CMA
• FINRA Series 27
• Experience supporting multiple business units, legal entities, or reporting segments.
• Experience supporting executive-level reporting, board materials, lender reporting, or other high-precision internal or external reporting processes.
• Familiarity with Microsoft Dynamics 365 F&O, Power BI, EPM tools, HighRadius, or comparable platforms.

Why This Role Matters

This role sits close to the business and close to leadership. The Manager, FP&A will help improve the quality, speed, and usefulness of financial insight in our business units, act as the trusted point of contact when finance-related issues arise anywhere in the business, and strengthen the discipline of reporting, forecasting, close execution, and decision support.

For a finance professional who wants real business exposure, meaningful executive access, and the opportunity to help build a stronger finance operating model, this is a highly visible platform for impact.

Working Conditions

Must be able to perform essential job duties.  Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each workday), hear the telephone, and enter data on a computer and may also require the ability to lift up to 10 pounds.  
 

Equal Opportunity Employer

DAI is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.