Financial Analysis & Reporting Associate

Wall Street Oasis; New York (NY); On-site; USD 120,000 - 175,000; Full time

Job summary

Wall Street Oasis is seeking a highly organized Financial Analysis & Reporting professional in New York to support budgeting, forecasting, and strategic decision-making. You will develop financial models, produce leadership reports, and drive data-driven insights across the FinOp team.

The role emphasizes close collaboration with executive leadership, improvements in reporting standards, and the opportunity to shape planning processes while working with sensitive information with discretion.

Qualifications

• Two+ years of experience in financial analysis or data analytics with a relevant degree.
• Proficiency in financial modeling and data analysis; coding/automation familiarity preferred.
• Strong problem-solving and analytical skills with high accuracy.
• Clear communication to both technical and non-technical audiences.
• Proactive learnability and ability to handle 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 actionable insights.
• Build and standardize reporting frameworks, dashboards, and analytics tools.
• Collaborate with FinOp to answer business questions and support capability-building.

Skills

Financial analysis experience

Data analytics

Attention to detail

Communication skills

Initiative

Discretion

Education

Bachelor's degree in finance, economics, mathematics, computer science, or related discipline

Tools

Coding / automation tools

Job description

The D. E. Shaw group seeks a highly organized, resourceful, and proactive individual to join its Financial Analysis & Reporting (FA&R) team within Financial Operations. FA&R delivers forward-looking financial analysis, actionable business insights, and reporting to support strategic decision-making across the firm. This role offers the opportunity to work closely with executive leadership, shape financial planning processes, and drive improvements in analytical capabilities and reporting standards.

WHAT YOU'LL DO DAY-TO-DAY:

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.

WHAT WE’RE LOOKING FOR:

• 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.
• The expected annual base salary for this position is $120,000 to $175,000. Our compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.

The D. E. Shaw group is an equal opportunity employer.