Senior Finance Analyst: Close to CFO & Forecasting

Coda Search│Staffing; New York (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

Coda Search│Staffing is seeking a Senior Analyst/Associate for a Premier Alternative Asset Management client’s NYC Accounting & Finance Team. You will work closely with the CFO and Controller to manage financial reporting, forecasting, and cash flow analysis.

Responsibilities include preparing workpapers, monthly close, budgets, and financial statements, while leveraging Investran and advanced Excel/PowerPoint skills.

Qualifications

• 3+ years of corporate finance/FP&A experience.
• Accounting or finance degree required.
• CPA preferred but not required.

Responsibilities

• Prepare and review quarterly and annual workpapers and financial statement packages.
• Prepare cash forecasting and expense management.
• Conduct cash flow analysis and assist with budgets.
• Participate in budgets and forecasts development.
• Assist in quarterly deliverables for CFO and Corporate Finance.
• Support monthly closeProcess (accruals, reclassifications, reconciliations).
• Prepare day-to-day accounting: financial statements and month-end close.
• Process cash reconciliations and relevant journal entries.
• Manage cash balances and quarterly capital calls, distributions, receivables and payables.
• Handle special assignments as required.

Skills

Excel and PowerPoint

Accounting basics

Communication skills

Team player

Education

Accounting or Finance degree

CPA preferred

Tools

Investran

Job description

Coda Search│Staffing is seeking a Senior Analyst/Associate for a Premier Alternative Asset Management client’s NYC Accounting & Finance Team. You will work closely with the CFO and Controller to manage financial reporting, forecasting, and cash flow analysis.

Responsibilities include preparing workpapers, monthly close, budgets, and financial statements, while leveraging Investran and advanced Excel/PowerPoint skills.