Strategic Finance Associate

Madison-Davis, LLC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Madison-Davis, LLC is seeking a Financial Analysis & Reporting Associate to join its Financial Operations team in New York. This role supports executive leadership through financial analysis, forecasting, reporting, and strategic initiatives that drive firmwide decision-making.

The ideal candidate thrives in an entrepreneurial environment and can tackle cross-functional projects with discretion. The position emphasizes analytical rigor, modeling, automation, and the ability to present

Qualifications

• Bachelor’s degree required in Finance, Economics, Mathematics, Computer Science, or related field.
• 4–6 years of experience in financial analysis, strategic finance, data analytics, corporate strategy, or related field.
• Strong financial modeling and analytical skills.
• Experience with budgeting, forecasting, financial reporting, and scenario analysis.
• Technical proficiency in Excel; coding or automation experience (e.g., Python, SQL, VBA, Power BI) is a plus.
• Excellent written, verbal, and presentation skills.

Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and scenario analysis.
• Prepare recurring and ad hoc financial reports for senior leadership, highlighting key trends, variances, and business drivers.
• Analyze financial, operational, and business data to generate actionable insights and support strategic decision-making.
• Build, standardize, and enhance reporting frameworks, dashboards, and analytics tools.
• Partner with cross-functional teams to solve business challenges and support firmwide initiatives.
• Assist with financial planning, forecasting, and business performance analysis.
• Support automation and process improvement initiatives to enhance reporting efficiency.
• Present findings and recommendations to both technical and non-technical stakeholders.
• Handle sensitive financial information with professionalism and confidentiality.

Skills

Financial modeling

Forecasting

Data analysis

Cross-functional collaboration

Education

Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field

Tools

Python

SQL

Power BI

VBA

Job description

ABOUT THE ROLE

A leading global alternative asset manager is seeking a Financial Analysis & Reporting Associate to join its Financial Operations team. This highly visible role supports executive leadership through financial analysis, forecasting, reporting, and strategic initiatives that drive firmwide decision-making. The ideal candidate is intellectually curious, analytical, and thrives in an entrepreneurial environment where they can tackle ambiguous, cross-functional projects while helping enhance financial reporting and analytical capabilities.

RESPONSIBILITIES

• Develop and maintain financial models to support budgeting, forecasting, and scenario analysis.
• Prepare recurring and ad hoc financial reports for senior leadership, highlighting key trends, variances, and business drivers.
• Analyze financial, operational, and business data to generate actionable insights and support strategic decision-making.
• Build, standardize, and enhance reporting frameworks, dashboards, and analytics tools.
• Partner with cross-functional teams to solve business challenges and support firmwide initiatives.
• Assist with financial planning, forecasting, and business performance analysis.
• Support automation and process improvement initiatives to enhance reporting efficiency.
• Present findings and recommendations to both technical and non-technical stakeholders.
• Handle sensitive financial information with professionalism and confidentiality.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field.
• 4 6 years of experience in financial analysis, strategic finance, data analytics, corporate strategy, or a related field.
• Strong financial modeling and analytical skills.
• Experience with budgeting, forecasting, financial reporting, and scenario analysis.
• Technical proficiency in Excel;coding or automation experience (e.G., Python, SQL, VBA, Power BI) is a plus.
• Exceptional problem-solving skills with strong attention to detail.
• Excellent written, verbal, and presentation skills.
• Self-starter with the ability to work independently in a fast-paced, ambiguous environment.
• Demonstrated intellectual curiosity, learning agility, and ability to manage multiple priorities.
• Ability to manage confidential information with discretion and professionalism.