Financial Planning and Analysis Specialist

HireMinds; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

This NYC investment firm is expanding its Financial Analysis & Reporting function, seeking an early-career, highly analytical analyst who can think beyond routine reports. You’ll be solving ambiguous problems and contributing to leadership-ready insights.

You’ll build reporting frameworks, convert data into actionable insights, and partner with teams to answer business questions, with strong Excel/modeling and a drive to advance analytics and automation.

Qualifications

• 2+ years in financial analysis, FP&A, strategic finance, data analytics, or related fields.
• Strong Excel / financial modeling skills.
• Strong academic track record or proven high performance.
• Proactive, able to handle ambiguity and multiple directions.
• Interest in AI/reporting transformation is a plus.

Responsibilities

• Perform financial analysis, forecasting, budgeting, and scenario analysis.
• Build and improve reporting frameworks, dashboards, and tools.
• Translate financial/operational data into actionable insights for leadership.
• Partner with internal teams to answer key business questions.
• Help improve reporting processes, standards, and analytics capabilities.

Skills

Financial analysis

Forecasting

Dashboards

Data storytelling

Proactive mindset

Education

Finance/Analytics degree

Tools

Power BI

Python

Excel

Job description

Financial Analysis & Reporting Associate

I’m partnered with a leading investment firm in NYC that is building out its Financial Analysis & Reporting function.

This is a strong opportunity for someone early in their career who is highly analytical, intellectually curious, and already operating above their level.

This is not a “sit in a corner and run reports” type of role. The team is looking for someone who can think, ask good questions, work through ambiguity, and help build better reporting and analysis for leadership.

What you’ll work on:

• Financial analysis, reporting, budgeting, forecasting, and scenario analysis
• Building and improving reporting frameworks, dashboards, and analytical tools
• Turning financial and operational data into useful insights for leadership
• Partnering with internal teams to answer business questions
• Helping improve reporting processes, standards, and overall analytical capabilities

Ideal background:

• 2+ years of experience in financial analysis, FP&A, strategic finance, data analytics, investment banking, private equity, alternative asset management, Big 4 advisory/TAS/valuation, or a strong audit background
• Strong Excel / financial modeling skills
• Strong academic track record or clear evidence of high performance
• Someone proactive, sharp, and comfortable being pulled in multiple directions
• Power BI, Python, automation tools, or an interest in AI/reporting transformation would be a plus

This could be a great fit for someone who wants more visibility, more ownership, and a role closer to decision-making than the typical early-career finance seat.