Sr. Finance Analyst

Jobskey Search and Selection; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services firm in New York is seeking an experienced Business Analyst for their Finance Projects and Strategy team. The ideal candidate will have over 8 years of relevant experience, particularly in compensation calculations, and will be responsible for managing the Chart of Accounts. Key responsibilities include data analysis, project management, and supporting the PM Compensation team. Strong skills in Microsoft Excel and PowerPoint, along with excellent communication abilities, are essential for success in this dynamic role. Join a team that thrives on strategic problem-solving and impactful data governance.

Qualifications

• 8+ years of relevant experience.
• Understanding of compensation or commission calculations.
• Strong analytical skills with a control mindset.

Responsibilities

• Manage the Chart of Accounts for the Finance team.
• Support PM Compensation teams in project management.
• Perform data analysis to support Finance department needs.

Skills

Financial services experience

Data analysis

Project management

Microsoft Excel

PowerPoint

Root cause analysis

Communication skills

Quantitative problem-solving

Job description

Job Summary

The Finance Projects and Strategy team is responsible for developing and managing an active list of department initiatives and projects. The team is dynamic, requiring a creative approach to problem solving and the ability to think strategically. The firm is looking to recruit an individual with financial services experience to own and manage the Chart of Accounts for the team, assist in business analysis, data governance, project support and data analytics for both ongoing and expected areas of focus for the Finance department.

Principal Responsibilities

• Business Analyst dedicated to the needs of the PM (Portfolio Manager) Compensation
• Reporting and Analysis team
• Represent the Finance team in cross-departmental projects impacting the PM Compensation team
• Work with users to determine root cause issues and to plan for remediation
• Work closely with Finance-dedicated Developers to ensure business requirements are understood
• Work with developers and users to devise testing (UAT) plans, and manage the testing process
• Perform data analysis and develop solutions to support needs of the Finance department
• Provide project management and support for PM Compensation teams extensive book of work
• Build relationships with key stakeholders across the organization and use those relationships to ensure proper execution of book of work

Qualifications/Skills Required

• 8+ years of relevant experience
• Previous experience with compensation or commission calculations
• Understanding of data modelling and data attributes needed to perform complex calculations
• Project management experience, including ability to synthesize and communicate project information to Finance management
• High level understanding of Financial Reporting / Accounting team responsibilities (financial statement preparation, analytics, reporting)
• Strong Microsoft Excel and PowerPoint skills (pivot tables, advanced macros, VBA);
• Skilled at communicating with impact to effectively manage upward to influence decisions
• Advanced quantitative and problem-solving skills, as well as intellectual curiosity
• Quick learner and detail oriented; demonstrable thoroughness and strong ownership of work
• Perseverance and ability to deal with uncertainty
• Ability to prioritize in a fast paced, high pressure, constantly evolving environment, strong sense of urgency
• Able to operate with limited direct supervision
• Strong control mindset, analytical skills and high degree of accuracy with a passion for data quality