Finance Associate

WhiteCap Workforce Solutions; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Whitecap Search is seeking a skilled financial analyst to join our client’s team in New York. You will develop and maintain financial models, produce reports for FinOp and leadership, and analyze data to support strategic decisions.

The role emphasizes building standardized reporting frameworks, dashboards, and analytics tools while collaborating with FinOp colleagues on business questions and capability-building initiatives.

Qualifications

• At least two years of experience in financial analysis or data analytics.
• Bachelor’s degree in finance, economics, mathematics, computer science or related discipline.
• Technical proficiency in financial modeling and data analysis; familiarity with coding or automation tools preferred.
• Strong analytical and problem-solving abilities with attention to detail.
• Clear communication skills for both technical and non-technical audiences.
• Shows initiative and willingness to learn in a dynamic environment.
• Experience handling sensitive information with discretion.

Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and scenario analysis.
• Produce recurring and ad hoc reports for FinOp and firm leadership, highlighting trends and drivers.
• Analyze financial, operational, and business data to generate insights for decisions.
• Build and standardize reporting frameworks, dashboards, and analytics tools.
• Partner with FinOp colleagues to answer business questions and support capability-building.

Skills

Financial modeling

Data analysis

Reporting

Dashboards

Analytics tools

Communication

Education

Bachelor’s degree in finance or related

Tools

Automation tools

Job description

Job Function

Whitecap Search is partnering with our client who is seeking a skilled professional to join their team. The ideal candidate will be responsible for developing and maintaining financial models, producing reports, and analyzing data to support decision-making and strategic initiatives.

• Develop and maintain financial models to support budgeting, forecasting, and scenario analysis.
• Produce recurring and ad hoc reports for FinOp and firm leadership, highlighting trends, variances, and key business drivers.
• Analyze financial, operational, and business data to generate insights and support decision-making.
• Build and standardize reporting frameworks, dashboards, and analytics tools.
• Partner with colleagues across FinOp to address business questions and contribute to capability-building initiatives.

Requirements

• At least two years of experience in financial analysis, data analytics, or another relevant field, along with a bachelor’s degree in finance, economics, mathematics, computer science, or a related discipline.
• Technical proficiency in financial modeling and data analysis; familiarity with coding or automation tools is preferred.
• Exceptional analytical and problem-solving skills with a focus on attention to detail and accuracy.
• Effective communication skills, including the ability to present findings clearly to technical and non-technical audiences.
• Demonstrated initiative and eagerness to learn new concepts and tools in a dynamic environment.
• Experience managing sensitive information with discretion and professionalism.

Disclosure

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.