Job Description

This is an opportunity to join a global leader in financial technology and markets at a time of strong growth and transformation. You will have direct visibility to senior leadership and play a meaningful role in shaping the financial insights that drive strategy. The ideal candidate combines strong technical skills with strategic insight and thrives in a collaborative, fast-paced environment.

Location: New York, NY

Reports to: Head of FP&A

Responsibilities

• Financial Modeling & Reporting
• Develop, implement, and maintain Excel and Workday Adaptive Planning models to deliver accurate and timely information.
• Build dashboards and reports in Tableau and streamline workflows with Alteryx to enhance data analysis and automation.
• Prepare monthly firm-wide and department-level reports; reconcile system data feeds and address discrepancies with Technology.
• Analyze current and historical trends in key performance indicators.
• Conduct variance analysis and provide updated projections to support business strategy.
• Deliver actionable recommendations based on synthesized quantitative and qualitative findings.
• Develop and maintain presentations for the CFO, Board of Directors, ratings agencies, and senior management.
• Translate complex financial data into clear, compelling narratives for strategic decision-making.
• Collaborate with colleagues across Finance, Technology, and business units to identify efficiencies and strengthen process controls.
• Lead automation initiatives using Alteryx/Tableau to improve scalability, ensure data integrity, and reduce manual effort.
• Support ad hoc analyses and special projects as needed.

What We’re Looking For

• Undergraduate degree in Finance, Accounting, Economics, or Business required.
• Graduate degree, CPA, or CFA designation preferred.
• 7 to 15 years of relevant financial experience, preferably in FP&A, equity research, strategy consulting, or related finance roles.
• Advanced mastery of Microsoft Excel and PowerPoint.
• Hands-on experience with Workday Adaptive Planning.
• Proven experience with T ableau (dashboarding/visualization) and Alteryx (data automation/workflows).
• Familiarity with general ledger systems and business intelligence tools.
• Strong analytical skills with ability to reconcile, manage, and interpret multiple data sets.
• Excellent organizational skills with keen attention to detail and accuracy.
• Sound judgment, ability to work independently, and know when to escalate issues.
• Collegial, collaborative team player with strong interpersonal skills.
• Comfortable managing multiple priorities and deadlines.
• Adaptable, resourceful, and eager to learn in a dynamic, high-growth environment.

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