Financial Analyst

Soni; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Soni is seeking a Financial Analyst in New York to support budgeting, forecasting, financial reporting, and data analysis that informs strategic decisions. You will partner with business leaders to deliver financial insights, forecasts, and performance metrics, driving operational and financial improvements.

You will develop dashboards, reports, and KPIs while collaborating across teams to provide financial guidance and optimize budgeting processes. Strong Excel and FP&A experience are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 3+ years of experience in financial analysis, FP&A, budgeting, forecasting, or related areas.
• Strong experience with financial modeling, reporting, budgeting, and variance analysis.
• Advanced Microsoft Excel skills, including PivotTables, XLOOKUP, INDEX/MATCH, and complex formulas.
• Experience with financial planning/reporting systems (Oracle Hyperion/EPM or similar preferred).
• Strong analytical, problem-solving, communication, and presentation skills.
• Ability to manage multiple priorities and work collaboratively across teams.
• Experience with CRM, BI, and data analytics tools is a plus.

Responsibilities

• Prepare and maintain budgets, forecasts, financial models, and variance analyses.
• Analyze financial and operational data to identify trends, risks, and opportunities.
• Develop reports, dashboards, KPIs, and presentations for leadership and stakeholders.
• Partner with business leaders to provide financial guidance and support decision-making.
• Monitor business performance and provide actionable recommendations to improve results.
• Support program, contract, and funding budget development and management.
• Analyze CRM and business development data to evaluate pipeline performance and growth opportunities.
• Improve financial processes, reporting accuracy, and forecasting capabilities.
• Communicate financial findings effectively to both financial and non-financial audiences.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Excel advanced

CRM/BI/data analytics

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Oracle Hyperion/EPM

Job description

The Financial Analyst is responsible for budgeting, forecasting, financial reporting, and data analysis to support business performance and strategic decision-making. This role partners with business leaders to provide financial insights, develop forecasts, monitor key metrics, and identify opportunities for operational and financial improvement.

Key Responsibilities

• Prepare and maintain budgets, forecasts, financial models, and variance analyses.
• Analyze financial and operational data to identify trends, risks, and opportunities.
• Develop reports, dashboards, KPIs, and presentations for leadership and stakeholders.
• Partner with business leaders to provide financial guidance and support decision-making.
• Monitor business performance and provide actionable recommendations to improve results.
• Support program, contract, and funding budget development and management.
• Analyze CRM and business development data to evaluate pipeline performance and growth opportunities.
• Improve financial processes, reporting accuracy, and forecasting capabilities.
• Communicate financial findings effectively to both financial and non-financial audiences.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 3+ years of experience in financial analysis, FP&A, budgeting, forecasting, or related areas.
• Strong experience with financial modeling, reporting, budgeting, and variance analysis.
• Advanced Microsoft Excel skills, including PivotTables, XLOOKUP, INDEX/MATCH, and complex formulas.
• Experience with financial planning/reporting systems (Oracle Hyperion/EPM or similar preferred).
• Strong analytical, problem-solving, communication, and presentation skills.
• Ability to manage multiple priorities and work collaboratively across teams.
• Experience with CRM, BI, and data analytics tools is a plus.

Compensation: $85,000

Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.