Finance Analyst

The Rohatyn Group; New York (NY); On-site; USD 68,000 - 90,000; Full time

Benefits offered by this job

Discretionary annual bonus

Benefits package

Job summary

The Rohatyn Group in New York is looking for a motivated Finance Analyst to support financial planning and analysis activities. This entry-level to early-career role offers exposure to financial modeling, budgeting, and forecasting, working closely with global finance teams. The ideal candidate will have a degree in Finance or related fields and strong Excel skills. The salary range is $68,000 to $90,000 based on experience, along with potential bonuses and benefits.

Qualifications

• 0–2+ years of relevant experience in finance, accounting, or FP&A.
• Basic understanding of financial statements and basic accounting principles.

Responsibilities

• Analyze current and past trends in key performance indicators.
• Create and maintain forecasting/budgeting models.
• Support day-to-day operations with various finance functions.

Skills

Strong Excel skills

Analytical skills

Problem-solving skills

Communication skills

Education

Undergraduate or Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Power BI

Job description

The Rohatyn Group (TRG) is seeking a motivated Finance Analyst to join our Finance team in New York. This role will support core financial planning & analysis (FP&A) activities, including budgeting, forecasting, reporting, and business analysis.

We are open to candidates at both the entry-level (recent graduates) and early-career (1+ years of experience) stages. The level, responsibilities, and compensation will be aligned based on the candidate’s experience and skill set.

Key Responsibilities

• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures.
• Create and maintain forecasting/budgeting P&L, balance sheet, and cash flow models as well as the development of financial models to address business needs.
• Identify, track and analyze key metrics / trends that impact the business.
• Review monthly expense results with functional department heads.
• Work closely with various levels of global finance team to ensure alignment on priorities and direction.
• Identify and act on opportunities to automate, streamline and improve reporting and budgeting procedures.
• Support day-to-day operations with various finance functions.
• Provide cost/benefit analysis of various financial elements of potential new initiatives.
• Assist in the preparation of quarterly management presentations/reporting packages.
• Ad-hoc analyses as needed.

Development Value

• This is a unique opportunity to contribute and learn as part of Finance, working with highly experienced professionals and teams located globally.
• Exposure to multiple facets of an Emerging Market focused asset manager
• Opportunity to interact with all roles at TRG.

Requirements

• Undergraduate or Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 0–2+ years of relevant experience in finance, accounting, or FP&A
• Strong Excel skills (pivot tables, financial modeling). Experience with Power BI or similar tools a plus
• Basic understanding of financial statements and basic accounting principles
• Strong analytical, problem-solving, and communication skills

Compensation

Salary Range: $68,000 – $90,000 base salary, commensurate with experience. This role may also be eligible for a discretionary annual bonus and benefits package.