Financial Analysis and Reporting Senior Manager (791B505)

Referment; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

Referment is seeking a senior finance leader to drive strategic analysis and reporting for a global investment and technology group. You will lead cross-functional projects, shape forecasts, and provide concise insights for senior leaders.

The role emphasizes advanced financial modelling, judgement, and clear communication to influence executive decisions. This position is based in New York and reports to the finance leadership team.

Qualifications

• Five or more years of experience in strategic finance or related field.
• Bachelor’s degree in finance, economics, computer science or related subject.
• Strong financial modelling and ability to switch between high-level strategy and detailed analysis.
• Commercial judgement with a track record of advising senior decision-makers.
• Clear written and verbal communication with senior audiences.

Responsibilities

• Lead cross-functional projects using rigorous financial analysis to inform strategy.
• Shape and maintain financial forecasts including budgeting and scenario planning.
• Oversee recurring and ad hoc reporting for senior leaders with concise insights.
• Assess drivers of revenue, expenses, capital needs and other financial outcomes.
• Build and improve scalable models, reporting frameworks and analytical tools.

Skills

Financial modelling

Commercial judgement

Communication

Data analysis

Cross-functional leadership

Executive storytelling

Education

Bachelor’s degree in finance

Bachelor’s degree in economics

Bachelor’s degree in computer science

Tools

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.

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