Financial Analysis and Reporting Senior Manager (1B505F6)

Referment; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

Referment is seeking a senior finance leader to join the financial analysis and reporting team in New York. You will work closely with executive leadership while staying hands-on with financial detail, shaping forecasts, and driving management reporting to support decisions across a complex investment organisation.

The role involves leading cross-functional projects, building scalable models, and improving tools and standards that underpin firmwide decisions.

Qualifications

• Eight+ years in strategic finance in complex environments such as asset management or investment banking.
• Bachelor’s degree in finance, economics, computer science or related subject.
• Strong financial-modelling capability for executive-level questions and detailed analysis.
• Commercial judgement with a track record of supporting senior decisions.
• Clear written and verbal communication with senior audiences.
• Discretion and professionalism when handling sensitive information.

Responsibilities

• Lead cross-functional projects that use rigorous financial analysis to answer key business questions.
• Shape and maintain financial forecasts, including budgeting and scenario planning.
• Oversee recurring and ad hoc reporting for senior leaders, turning results into concise insight.
• Assess drivers of revenue, expenses, capital needs and other outcomes.
• Build and improve scalable models, reporting frameworks and analytical tools.

Skills

Strategic finance

Financial modelling

Executive communication

Decision support

Discretion

Cross-functional collaboration

Education

Bachelor's degree

Job description

Referment is working with a global investment and technology firm to find a senior finance leader for its financial analysis and reporting team. The group provides forward-looking analysis and clear business insight to support decisions across a complex investment organisation.

You’ll work closely with executive leadership while remaining hands‑on with the financial detail. The mandate spans strategic analysis, forecasting and management reporting, with scope to improve the models, tools and standards that underpin firmwide decisions.

The Role

• Lead cross‑functional projects that use rigorous financial analysis to answer important business strategy questions.
• Shape and maintain financial forecasts, including budgeting and scenario‑planning processes.
• Oversee recurring and ad hoc reporting for senior leaders, turning complex results into concise, actionable insight.
• Assess the drivers of revenue, expenses, capital requirements and other financial outcomes.
• Build and improve scalable models, reporting frameworks and analytical tools that strengthen data quality and decision support.

What We’re Looking For

• At least eight years’ experience in strategic finance or a related discipline, gained in alternative asset management, investment banking or a similarly complex environment.
• A bachelor’s degree in finance, economics, computer science or a related subject.
• Strong financial‑modelling capability and the willingness to move between executive‑level questions and detailed analysis.
• Commercial judgement and a record of supporting senior decision‑makers with well‑reasoned recommendations.
• Clear written and verbal communication, including confidence presenting complex findings to senior audiences.
• Discretion and professionalism when handling sensitive information.

This could suit a strategic finance, FP&A or finance‑transformation leader who combines strong modelling skills with the judgement and communication needed to influence executive decisions.

#Referment