FP&A Associate, Enterprise Performance — Dashboards & Budgeting

Houlihan Lokey; New York (NY); On-site; USD 105,000 - 125,000; Full time

Job summary

Houlihan Lokey is seeking an Associate in Enterprise Performance within the FP&A function in New York. You will partner with leadership to drive KPI analysis, consolidate data from Oracle, and rebuild enterprise dashboards for three business units.

The role emphasizes financial modeling, data harmonization, and end-to-end budgeting and forecasting, requiring advanced SQL and Excel skills and experience with Sigma or similar BI platforms.

Qualifications

• 4+ years in FP&A, corporate finance, or closely adjacent analytics within a finance-intensive environment.
• Solid understanding of core accounting principles and financial statements.
• Advanced proficiency in SQL, with demonstrated experience querying, transforming, and harmonizing data across complex or fragmented source systems.
• Advanced, modeling-grade Excel skills, with the ability to build, audit, and maintain complex quantitative and financial models.
• Practical experience building reports and dashboards in Sigma or comparable modern BI/analytics platforms.

Responsibilities

• Map revenue and sales pipeline data across Corporate Finance, Financial Restructuring, and Financial & Valuation Advisory to identify and standardize inconsistent formats, metrics, and definitions.
• Lead scoping and execution to consolidate non-compensation expense data from Oracle and adjacent financial systems, establishing unified data structures for core operating costs.
• Rebuild enterprise reporting dashboards, utilizing existing Corporate Finance models as standard content templates to achieve consistent performance coverage across all three business units.
• Support the end-to-end execution of the annual budget build and quarterly forecasting process.
• Design and implement self-service reporting models to enable automated, ad-hoc performance tracking across executive leadership and business unit stakeholders.

Skills

SQL

Excel (advanced)

Sigma or BI tools

Data reconciliation

Tools

Oracle ERP/Financials

Job description

Houlihan Lokey is seeking an Associate in Enterprise Performance within the FP&A function in New York. You will partner with leadership to drive KPI analysis, consolidate data from Oracle, and rebuild enterprise dashboards for three business units.

The role emphasizes financial modeling, data harmonization, and end-to-end budgeting and forecasting, requiring advanced SQL and Excel skills and experience with Sigma or similar BI platforms.