Finance Associate

Coda Search│Staffing; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

Coda Search│Staffing is supporting a Fortune- or mid-market NY firm seeking a Finance Associate to join the Business Management team. The role reports to an SVP and focuses on building budgets, forecasts, and strategic analytics across the organization.

The ideal candidate brings 3–5 years of Fund Finance or Finance experience and will contribute to financial planning, analysis, and special projects that drive growth and efficiency.

Qualifications

• 3-5 years of Fund Finance, Fund Accounting, or Finance experience.

Responsibilities

• Budgeting & forecasting
• Financial planning & analysis
• Strategic initiatives (workflow improvements, special projects, etc.)

Skills

Budgeting

Forecasting

FP&A

Strategic initiatives

Excel

Tools

Excel

Job description

Our client is looking to add a talented Finance Associate to their growing Business Management team. This team is in high growth mode and the firm has an excellent reputation. This role is reporting directly to an SVP.

RESPONSIBILITIES:

• Budgeting & forecasting
• Financial planning & analysis
• Strategic initiatives (workflow improvements, special projects, etc.)

QUALIFICATIONS:

• 3-5 years of Fund Finance, Fund Accounting, or Finance experience