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Financial planning and analysis Management Reporting Associate

New York City, NY
October 28, 2020


This is our direct client opening for Financial planning and analysis Management Reporting Associate, NYC, NY. This is Full Time Position.

Seeks an associate to join its Management Reporting team. This role provides broad exposure to the firm and involves interacting with senior management on a variety of high-level analyses.

The associate will lead interesting and high-impact projects and will synthesize, review, and present data to facilitate senior management decision-making. This role will also involve recurring expense and P&L reporting, providing the opportunity to gain a macro view of the firm’s financial activities, along with the chance to collaborate with team members, other internal departments, and software development teams.

Applicants should have a bachelor’s or advanced degree and approximately three to five years of financial planning and analysis (FP&A) or related experience, though talented individuals without such experience will be considered. • The role requires excellent organizational and project management abilities, robust communication skills, and the ability to see the “bigger picture” while still maintaining attention to detail. • Individuals who exhibit an aptitude for data presentation, are able to identify data insights, and produce a compelling narrative are highly sought after. • Proactive individuals who are critical thinkers, problem solvers, and project managers will excel in this role. • Technological savvy (particularly with Excel) is of great importance, as is the ability to work both collaboratively and independently.