Financial Planning and Analysis Specialist

Financial Analysis & Reporting Associate

I’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 analysis


• Building and improving reporting frameworks, dashboards, and analytical tools


• Turning financial and operational data into useful insights for leadership


• Partnering with internal teams to answer business questions


• Helping improve reporting processes, standards, and overall analytical capabilities

Ideal 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 background


• Strong Excel / financial modeling skills


• Strong academic track record or clear evidence of high performance


• Someone proactive, sharp, and comfortable being pulled in multiple directions


• Power BI, Python, automation tools, or an interest in AI/reporting transformation would be a plus

This 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.