Job Description

Job Description

Job Description

Position: FP&A Analyst

Location: Midtown, NYC (Hybrid)

Salary: 90k – 115k + Bonus

Prestigious Investment Banking firm seeks an FP&A 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 or Economics
• Approximately 1 – 3 years of relevant work experience
• Experience in reading and analyzing complex financial statements
• High level of competency in Microsoft Excel and PowerPoint
• Experience working with PowerBI, DealCloud and/or Sage Intacct is preferred

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