Associate, Enterprise Performance

Houlihan Lokey; New York (NY); On-site; USD 105,000 - 125,000; Full time

Job summary

Houlihan Lokey is seeking an Associate in Enterprise Performance within the FP&A function in New York. You will partner with leadership to drive KPI analysis, consolidate data from Oracle, and rebuild enterprise dashboards for three business units.

The role emphasizes financial modeling, data harmonization, and end-to-end budgeting and forecasting, requiring advanced SQL and Excel skills and experience with Sigma or similar BI platforms.

Qualifications

• 4+ years in FP&A, corporate finance, or closely adjacent analytics within a finance-intensive environment.
• Solid understanding of core accounting principles and financial statements.
• Advanced proficiency in SQL, with demonstrated experience querying, transforming, and harmonizing data across complex or fragmented source systems.
• Advanced, modeling-grade Excel skills, with the ability to build, audit, and maintain complex quantitative and financial models.
• Practical experience building reports and dashboards in Sigma or comparable modern BI/analytics platforms.

Responsibilities

• Map revenue and sales pipeline data across Corporate Finance, Financial Restructuring, and Financial & Valuation Advisory to identify and standardize inconsistent formats, metrics, and definitions.
• Lead scoping and execution to consolidate non-compensation expense data from Oracle and adjacent financial systems, establishing unified data structures for core operating costs.
• Rebuild enterprise reporting dashboards, utilizing existing Corporate Finance models as standard content templates to achieve consistent performance coverage across all three business units.
• Support the end-to-end execution of the annual budget build and quarterly forecasting process.
• Design and implement self-service reporting models to enable automated, ad-hoc performance tracking across executive leadership and business unit stakeholders.

Skills

SQL

Excel (advanced)

Sigma or BI tools

Data reconciliation

Tools

Oracle ERP/Financials

Job description

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Business Unit

Executive Management

Industry

No Industry

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Scope

The Associate, Enterprise Performance reports to the Head of Enterprise Performance. This is a financial and management analysis and reporting role within Houlihan Lokey's newly formed Financial Planning & Analysis (FP&A) function. FP&A serves as a strategic partner to business leadership, equipping them with the KPIs and analysis needed to drive decision-making, track performance against goals, and support the firm's growth.

Responsibilities

• Map revenue and sales pipeline data across Corporate Finance, Financial Restructuring, and Financial & Valuation Advisory to identify and standardize inconsistent formats, metrics, and definitions.
• Lead scoping and execution to consolidate non-compensation expense data from Oracle and adjacent financial systems, establishing unified data structures for core operating costs.
• Rebuild enterprise reporting dashboards, utilizing existing Corporate Finance models as standard content templates to achieve consistent performance coverage across all three business units.
• Support the end-to-end execution of the annual budget build and quarterly forecasting process.
• Design and implement self-service reporting models to enable automated, ad-hoc performance tracking across executive leadership and business unit stakeholders.

Basic Qualifications

• 4+ years in FP&A, corporate finance, or closely adjacent analytics within a finance-intensive environment.
• Solid understanding of core accounting principles and financial statements.
• Advanced proficiency in SQL, with demonstrated experience querying, transforming, and harmonizing data across complex or fragmented source systems.
• Advanced, modeling-grade Excel skills, with the ability to build, audit, and maintain complex quantitative and financial models.
• Practical experience building reports and dashboards in Sigma or comparable modern BI/analytics platforms.
• Comfort operating in high-ambiguity data environments, with a track record of building reconciliation across multiple data sources.

Preferred Qualifications

• Direct experience with Oracle ERP/Financials, including its reporting limitations.
• Hands-on exposure to fee-based or deal-based revenue models, typical of investment banking, financial advisory, or professional services firms.
• Proven track record of building analytics infrastructure, reporting frameworks, or financial models from scratch, rather than solely maintaining legacy tools.

Compensation And Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$105,000 - $125,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.