Financial Analysis and Reporting Senior Manager (9B044E9)

Referment; New York (NY); Sur place; USD 150 000 - 210 000; Plein temps

Résumé du poste

Referment partner with a global investment and technology firm to hire a senior finance leader for its financial analysis and reporting team. This role combines hands-on financial detail with strategic oversight, working closely with executive leadership to shape forecasts, budgeting and management reporting for a complex investment organisation.

The successful candidate will lead cross-functional projects, drive scenario planning, and develop scalable models and tools to strengthen data quality

Qualifications

• Eight+ years' experience in strategic finance or related discipline in complex environments.
• Bachelor's degree in finance, economics, CS or related subject.
• Strong financial-modelling capability and ability to move between executive-level questions and detailed analysis.
• Commercial judgment with a track record of supporting senior decision-makers with decisions.
• Clear written and verbal communication, including presenting complex findings to senior audiences.
• Discretion and professionalism when handling sensitive information.

Responsabilités

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

Connaissances

Financial modelling

Strategic finance

Forecasting

Executive communication

Discretion

Formation

Bachelor's degree in Finance or Economics

Bachelor's degree in Computer Science

Description du poste

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.

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