Strategic Finance & Reporting Analyst

Referment; New York (NY); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Referment is seeking an associate for its financial analysis and reporting team. You will combine financial modelling with practical data analysis to deliver decision-ready insights across a complex investment organisation.

You’ll build and maintain budgeting/forecasting models, produce reports for leadership, and develop dashboards and analytics tools while collaborating with colleagues across financial operations.

Qualifikationen

• Two years of experience in financial analysis, data analytics or a closely related field.
• Bachelor's degree in finance, economics, mathematics, computer science or another relevant discipline.
• Strong financial modelling and data analysis skills with careful attention to accuracy and detail.
• Ability to explain findings clearly to both technical and non-technical audiences.
• Initiative, problem-solving skills and willingness to learn new concepts and tools.
• Professional discretion when handling sensitive information.

Aufgaben

• Develop and maintain models used for budgeting, forecasting and scenario analysis.
• Produce recurring and ad hoc reports for finance and firm leadership, highlighting trends, variances and key drivers.
• Analyse financial, operational and business data to support decisions.
• Build and standardise dashboards, reporting frameworks and analytics tools.
• Partner with colleagues across financial operations on business questions and capability-building initiatives.

Kenntnisse

Financial analysis

Data analytics

Financial modelling

Dashboarding

Reporting

Stakeholder communication

Attention to detail

Ausbildung

Bachelor's degree in finance or related field

Tools

Excel

Power BI

Jobbeschreibung

Referment is seeking an associate for its financial analysis and reporting team. You will combine financial modelling with practical data analysis to deliver decision-ready insights across a complex investment organisation.

You’ll build and maintain budgeting/forecasting models, produce reports for leadership, and develop dashboards and analytics tools while collaborating with colleagues across financial operations.