Strategic Finance & Reporting Senior Manager

Referment

New York (NY)

On-site

USD 140,000 - 230,000

Full time

2 days ago
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Job summary

Referment is seeking a senior finance leader to join the financial analysis and reporting team in New York. You will work closely with executive leadership while staying hands-on with financial detail, shaping forecasts, and driving management reporting to support decisions across a complex investment organisation.

The role involves leading cross-functional projects, building scalable models, and improving tools and standards that underpin firmwide decisions.

Qualifications

  • Eight+ years in strategic finance in complex environments such as asset management or investment banking.
  • Bachelor’s degree in finance, economics, computer science or related subject.
  • Strong financial-modelling capability for executive-level questions and detailed analysis.
  • Commercial judgement with a track record of supporting senior decisions.
  • Clear written and verbal communication with senior audiences.
  • Discretion and professionalism when handling sensitive information.

Responsibilities

  • Lead cross-functional projects that use rigorous financial analysis to answer key business questions.
  • Shape and maintain financial forecasts, including budgeting and scenario planning.
  • Oversee recurring and ad hoc reporting for senior leaders, turning results into concise insight.
  • Assess drivers of revenue, expenses, capital needs and other outcomes.
  • Build and improve scalable models, reporting frameworks and analytical tools.

Skills

Strategic finance
Financial modelling
Executive communication
Decision support
Discretion
Cross-functional collaboration

Education

Bachelor's degree

Job description

Referment is seeking a senior finance leader to join the financial analysis and reporting team in New York. You will work closely with executive leadership while staying hands-on with financial detail, shaping forecasts, and driving management reporting to support decisions across a complex investment organisation.

The role involves leading cross-functional projects, building scalable models, and improving tools and standards that underpin firmwide decisions.

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