Financial Planning and Analysis Specialist

Financial Analysis & Reporting AssociateI’m partnered with a leading investment firm in NYC that is building out its Financial Analysis & Reporting function.This is a strong opportunity for someone early in their career who is highly analytical, intellectually curious, and already operating above their level.This is not a “sit in a corner and run reports” type of role. The team is looking for someone who can think, ask good questions, work through ambiguity, and help build better reporting and analysis for leadership.What you’ll work on:Financial analysis, reporting, budgeting, forecasting, and scenario analysisBuilding and improving reporting frameworks, dashboards, and analytical toolsTurning financial and operational data into useful insights for leadershipPartnering with internal teams to answer business questionsHelping improve reporting processes, standards, and overall analytical capabilitiesIdeal background:2+ years of experience in financial analysis, FP&A, strategic finance, data analytics, investment banking, private equity, alternative asset management, Big 4 advisory/TAS/valuation, or a strong audit backgroundStrong Excel / financial modeling skillsStrong academic track record or clear evidence of high performanceSomeone proactive, sharp, and comfortable being pulled in multiple directionsPower BI, Python, automation tools, or an interest in AI/reporting transformation would be a plusThis could be a great fit for someone who wants more visibility, more ownership, and a role closer to decision-making than the typical early-career finance seat.Please reach out directly if interested.