Enterprise FP&A Analytics Associate

Houlihan Lokey, Inc.; Northern, New York (KY, NY); Hybrid; USD 105,000 - 125,000; Full time

Job summary

Houlihan Lokey, Inc. in New York, NY is seeking an Associate for Enterprise Performance to drive FP&A analytics, consolidate data, and rebuild enterprise dashboards across three business units. You will support budget and quarterly forecasting, and design self-service reporting for executive leadership.

The role requires strong SQL, advanced Excel modeling, and experience with Sigma or similar BI platforms, plus the ability to harmonize data from multiple sources in a high-ambiguity environment.

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.

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 modeling

Data harmonization

Data visualization

Budgeting & forecasting

Dashboards

Tools

Sigma

Oracle ERP

Job description

Houlihan Lokey, Inc. in New York, NY is seeking an Associate for Enterprise Performance to drive FP&A analytics, consolidate data, and rebuild enterprise dashboards across three business units. You will support budget and quarterly forecasting, and design self-service reporting for executive leadership.

The role requires strong SQL, advanced Excel modeling, and experience with Sigma or similar BI platforms, plus the ability to harmonize data from multiple sources in a high-ambiguity environment.