Financial Analyst, Finance & Strategy

FGI; New York (NY); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

FGI, a global leader in commercial finance, seeks a Financial Analyst to support management reporting, budgeting, forecasting, and strategic initiatives. You will work with the Director, Finance & Strategy to build financial models, analyze data, and translate insights for leadership across units.

The role requires strong Excel skills, experience with large datasets, and effective communication to present findings to both financial and non-financial audiences.

Formación

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3–6 years of experience in financial analysis, FP&A, corporate finance, or related roles.
• Strong financial modeling skills and advanced Excel and PowerPoint abilities.
• Experience with large datasets, variance/trend analysis, and data integrity.
• Excellent analytical, problem-solving, and communication skills.

Responsabilidades

• Prepare monthly, quarterly, and annual management reporting with trend analyses.
• Support budgeting, forecasting, and financial modeling across business units.
• Partner with leaders to analyze profitability and ROI for strategic initiatives.
• Assist M&A evaluation, due diligence, and post-transaction tracking.
• Contribute to systems, dashboards, and data visualization tools.

Conocimientos

Excel (advanced)

PowerPoint

Financial modeling

Data analysis

Communication skills

Educación

Bachelor's degree in Finance, Accounting, Economics, or Business Administration

Herramientas

Power BI

Tableau

Looker

SQL

ERP systems

Descripción del empleo

FGI is a global leader in the commercial finance industry, equipping small and medium-sized enterprises with the tools they need to grow their businesses. FGI’s three principal business units, FGI Finance, FGI Risk, and FGI Tech provide clients with flexible and customized lending along with risk mitigation and credit insurance solutions designed to support international and domestic growth. Headquartered in New York City, FGI maintains a presence on 6 continents with clients in over 60 countries around the world.

About the Role

FGI is seeking an analytical, detail-oriented Financial Analyst to support management reporting, financial planning, and strategic initiatives. Reporting to the Director, Finance & Strategy, the analyst will contribute to financial modeling, budgeting and forecasting, business and strategic analysis across the company’s business units. The analyst will work closely with the Director on a range of activities including financial modeling, budgeting and forecasting support, management reporting, business analysis, and strategic initiatives.

This role requires strong technical skills in financial analysis and modeling, comfort working with large datasets and spreadsheets, and the ability to translate complex financial data into clear insights. The analyst will work across multiple business units and functions, requiring strong communication and collaboration skills. This is an excellent opportunity for someone who is ready to take ownership of defined workstreams and seeking to develop expertise in financial planning and analysis within a growing organization.

Key Responsibilities

Management Reporting & Analytics

• Prepare monthly, quarterly, and annual management reporting, including quarterly Board materials, by consolidating financial and operational data and analyzing trends and variances.
• Support and Maintain reporting dashboards and scorecards, and prepare executive summaries and presentation materials.

Budgeting, Forecasting & Modeling

• Support the annual budget and monthly, quarterly, and annual forecast cycles, including gathering business unit inputs, documenting assumptions, and calculating and explaining variances to budget and forecast.
• Build and maintain financial models for budgeting, forecasting, and planning, including scenario, sensitivity, and what-if analyses.

Business Unit & Strategic Analysis

• Partner with business unit leaders to prepare profitability and performance analyses, deep-dive studies, and business cases for strategic initiatives, including ROI and breakeven analyses.
• Support FGI’s strategic plan and cross-functional projects by tracking workstreams, timelines, and documentation.

M&A & Transaction Support

• Support M&A evaluation, valuation, and due diligence through financial models and summaries, and help track post-transaction integration.

Systems & Tools

• Support the development and maintenance of financial planning systems, reporting tools, and data visualization platforms.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 3-6 years of experience in financial analysis, financial planning and analysis (FP&A), corporate finance, accounting, management consulting, or a related field.
• Strong financial modeling skills and advanced proficiency in Microsoft Excel (formulas, pivot tables, data analysis) and PowerPoint, including building and troubleshooting complex models.
• Demonstrated experience with financial data, variance and trend analysis, and large datasets, while maintaining data integrity.
• Strong analytical, problem-solving, and communication skills; able to present findings to both financial and non-financial audiences.
• Ability to manage multiple workstreams and deadlines in a fast-paced environment, with professional judgment and discretion in handling confidential information.

Preferred

• Experience in financial services, private credit, insurance, fintech, or with private equity–backed companies.
• Experience with business intelligence and data visualization tools (Power BI, Tableau, Looker), SQL, or financial planning, ERP, or accounting systems.
• Experience with M&A financial modeling or evaluation of strategic opportunities.

Our Values

We hire for values first. These are not aspirational - they describe how we operate.

• Own It. We take full accountability for outcomes - not just effort.
• Create the Path.We are resourceful, creative, and resilient - bringing innovative thinking to solve problems for our clients and partners.
• Win as a Team.Success only happens in teams - we are one and achieve more together.