Financial Analyst - Addition Management : Job Details

Title: Financial Analyst

Location: Midtown Manhattan (3 days in/2 days WFH)

Salary: $90k - $120k + Bonus

Prestigious Investment Firm is seeking an Financial Analyst to join their team!

RESPONSIBILITIES

• Build and refine financial models for budgeting, forecasting and planning initiatives with a focus on internal equity modeling and profit & loss statement modeling
• Support C-Suite strategic decision-making through reporting and analysis, with a focus on company-wide financial planning
• Prepare executive reporting materials and presentations to summarize results and narrate key themes and takeaways for the Partnership and Board of Directors
• Execute key deliverables including quarterly business reviews, annual budgeting and reporting, non-comp expense analysis and peer/industry analysis
• Own and enhance the firm's pipeline reporting processes by liaising with bankers and deal teams on a regular basis
• Drive modernization of reporting and analytics through innovative technology platforms (DealCloud, PowerBI, AI initiatives)
• Support various corporate initiatives through business partnering, while developing and maintaining relationships across the organization
• Perform other ad-hoc and recurring analyses supporting the CFO and office of the COO

QUALIFICATIONS

• Bachelor's degree in Finance, Business Administration, Economics, or other related field
• Approximately 1-3 years of relevant work experience
• High level of competency in Microsoft Excel and PowerPoint
• Experience working with PowerBI, DealCloud and/or Sage Intacct is preferred