Financial Analysis & Reporting Associate

Overview

Financial Analysis & Reporting Associate sought on behalf of a New York-Based investment and technology development firm.

The firm seeks a highly organized, resourceful, and proactive individual to join its Financial Analysis & Reporting (FA&R) team within Financial Operations. FA&R delivers forward-looking financial analysis, actionable business insights, and reporting to support strategic decision-making across the firm. This role offers the opportunity to work closely with executive leadership, shape financial planning processes, and drive improvements in analytical capabilities and reporting standards.

Key Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and scenario analysis.
• Produce recurring and ad hoc reports for FinOp and firm leadership, highlighting trends, variances, and key business drivers.
• Analyze financial, operational, and business data to generate insights and support decision-making.
• Build and standardize reporting frameworks, dashboards, and analytics tools.
• Partner with colleagues across FinOp to address business questions and contribute to capability-building initiatives.

Skills, Knowledge & Experience

• At least two years of experience in financial analysis, data analytics, or another relevant field, along with a bachelor’s degree in finance, economics, mathematics, computer science, or a related discipline.
• Technical proficiency in financial modeling and data analysis; familiarity with coding or automation tools is preferred.
• Exceptional analytical and problem-solving skills with a focus on attention to detail and accuracy.
• Effective communication skills including the ability to present findings clearly to technical and non-technical audiences.
• Demonstrated initiative and eagerness to learn new concepts and tools in a dynamic environment.
• Experience managing sensitive information with discretion and professionalism.

Additional information & Company Benefits

The expected annual base salary for this position is $120,000 to $175,000. Our compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.