Overview
Financial Analysis & Reporting Senior Manager sought on behalf of a New York-Based investment and technology development firm.
The firm seeks a leader with impressive commercial judgment, critical thinking, and communication skills to join its Financial Analysis & Reporting (FA&R) team within Financial Operations (FinOp). 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
- Lead cross-functional and firmwide projects to address key business strategy questions through rigorous financial analysis.
- Drive development and maintenance of the firm’s financial forecasts, ensuring robust scenario planning and budgeting processes.
- Manage the creation of recurring and ad hoc financial reporting for the firm’s senior leadership, translating complex results into clear, actionable insights.
- Assess key drivers of revenue, expenses, capital needs, and other financial outcomes to inform business decisions.
- Build and enhance scalable models, tools, and reporting frameworks to improve data quality, efficiency, and decision support.
Skills, Knowledge & Experience
- Eight or more years of experience in strategic finance or related roles in alternative asset management, investment banking, or similar environments, along with a bachelor’s degree in finance, economics, computer science, or a related field.
- Demonstrated proficiency in financial modeling and willingness to engage deeply in both high-level strategy and detailed financial work while maintaining a hands-on approach.
- Exceptional commercial judgment and learning agility, with a track record of supporting executive-level decision-making.
- Excellent communication skills, including comfort presenting to senior audiences and distilling complex information into clear recommendations.
- Experience managing sensitive information with discretion and professionalism.
Additional information & Company Benefits
The expected annual base salary for this position is $225,000 to $300,000. 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.
