Strategic Finance Analyst — Forecasting & Insights

Millennium Management; New York (NY); On-site; USD 70,000 - 160,000; Full time

Job summary

Millennium is seeking a Finance Analyst in New York City to join the Financial Planning and Analysis team. You will develop value-added analyses, build financial models, and partner with business teams on strategic initiatives, including product expansion economics.

You will contribute to monthly dashboards for senior leadership, analyze trends in revenue and expenses, and participate actively in budget and forecasting cycles, working with Finance, Risk, Corporate Strategy, and HR.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field preferred.
• At least 2 years of experience in financial services.
• Advanced quantitative, analytical, and problem-solving skills.
• Strong Excel and PowerPoint skills; macros and VBA is a plus.
• Ability to communicate clearly through written presentations and small-group discussions.
• Confidence interacting with senior management, peers, and professional staff, with the ability to communicate with impact and influence decisions.
• Strong attention to detail, thoroughness, ownership, and a willingness to learn quickly.
• Collaborative mindset and the ability to prioritize effectively in a fast-paced, high-pressure, and changing environment.

Responsibilities

• Develop value-added financial analyses that support decision-making and assess business performance.
• Partner with business teams to build financial models and analyses supporting strategic initiatives, including product expansion economics.
• Contribute to team-wide projects, developing new analytical approaches to improve understanding of the business.
• Collaborate with Finance, Risk, Corporate Strategy, and Human Resources on firm-wide initiatives.
• Prepare monthly dashboards for senior management and stakeholders, clearly communicating financial results and performance.
• Analyze current and historical trends in revenue, expenses, and KPIs to improve the design and accuracy of forecasts.
• Play an active role in annual budget and forecasting processes with business leadership.

Skills

Quantitative skills

Analytical thinking

Communication skills

Attention to detail

Collaborative mindset

Prioritization

Problem-solving

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Excel

PowerPoint

Macros & VBA

Job description

Millennium is seeking a Finance Analyst in New York City to join the Financial Planning and Analysis team. You will develop value-added analyses, build financial models, and partner with business teams on strategic initiatives, including product expansion economics.

You will contribute to monthly dashboards for senior leadership, analyze trends in revenue and expenses, and participate actively in budget and forecasting cycles, working with Finance, Risk, Corporate Strategy, and HR.