Financial Analyst

Atlas Search; New York (NY); On-site; USD 130,000 - 150,000; Full time

Job summary

Atlas Search is seeking a Financial Analyst in New York City to join their Financial Planning & Analysis team. This role involves developing analytical tools and dashboards, supporting budgeting and forecasting, and presenting insights to leadership.

The ideal candidate will have a Bachelor’s degree in a quantitative field and between 1-5 years of financial analysis experience. The position offers an annual salary range of $130,000 to $150,000, along with opportunities for collaboration and skill development.

Qualifications

• 1–5 years of experience in financial analysis, analytics, or a related business/data environment.
• Advanced SQL skills required.
• Excellent communication skills with proven ability to convey technical concepts.

Responsibilities

• Develop and maintain financial dashboards and analytic tools.
• Support annual budgeting, forecasting, and monthly reporting.
• Refactor and migrate reporting workflows into scalable SQL-based models.

Skills

Financial analysis

Analytical skills

SQL

Python

Project management

Data visualization

Education

Bachelor’s degree in a quantitative discipline

Tools

BigQuery

Tableau

Git

Claude Code

Job description

Our client, a top-tier quantitative investment firm, is seeking a Financial Analyst to join their Financial Planning & Analysis team in New York City. This newly created role reports directly to an exceptional Head of FP&A, offers frequent exposure to senior stakeholders, and focuses on building data-driven dashboards and analytic tools that drive decision making across the business. It’s an outstanding opportunity for analytical professionals who are passionate about data, systems, and innovative problem-solving.

The annual base salary range is $130,000 to $150,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

Job Responsibilities

• Develop and maintain financial dashboards and analytic tools using AI-assisted and modern development platforms
• Support annual budgeting, forecasting, and monthly reporting, partnering with stakeholders firmwide
• Build scenario models and deliver insights for key initiatives, expense frameworks, and business health analytics
• Refactor and migrate reporting workflows into scalable SQL-based models; optimize systems for real-time financial reporting
• Coordinate with engineering and data teams around sourcing, validating, and managing data feeds
• Establish and maintain robust data governance and management frameworks to ensure data integrity and transparency
• Present insights and analyses to leadership and business teams, translating technical work into actionable recommendations
• Support ongoing process improvements, tool development, and automation initiatives for FP&A and decision support

Job Requirements

• Bachelor’s degree in a quantitative discipline (Finance, Mathematics, Statistics, Engineering, Computer Science, Economics, or related field)
• 1–5 years of experience in financial analysis, analytics, or a related business/data environment
• Advanced SQL skills required (BigQuery preferred); experience with Python, dbt, and Git a plus
• Experience with AI-powered development tools, such as Claude Code, and modern approaches to dashboard/report creation
• Familiarity with front-end development (React) and data visualization tools (e.g., Tableau) considered an advantage
• Excellent communication skills, with a proven ability to convey technical concepts clearly to business audiences
• Strong project management, organization, and problem-solving skills; highly collaborative and resourceful