Financial Analyst

in Accounting + Finance
  • New York, New York View on Map
  • Salary: $175,000.00 - $250,000.00

Job Detail

  • Experience Level Mid Level
  • Degree Type Bachelor of Science (BS)
  • Employment Full Time
  • Working Type Hybrid
  • Salary Type Annually
  • Industry Financial Services;Private Equity
  • Selling Points

    Growing private equity group based in Philly/NYC/CT offering the chance to focus primarily on the creation of financial models and scenarios that assist with strategic business decisions.

Job Description


Our client is seeking an Associate to join our Financial Planning & Analysis (FP&A) team to focus primarily on the creation of financial models and scenarios that assist with strategic business decisions, such as annual budgets, corporate finance, and due diligence for potential acquisitions. The Associate will also assist in preparing and presenting accurate and timely reports for senior management, business leaders, and external stakeholders. This position is located in either NYC, Philadelphia, PA or CT.


  • The successful candidate is expected to: Maintain and improve the company’s internal forecast models; updating as new financial data is available and collecting assumptions from business leaders, including financial statements: income, balance sheet, cash flows, and fund / firm waterfalls.
  • Build complex bottoms up three statement financial models / forecasts for the business, including conducting sensitivity and scenario analysis.
  • Reconcile and utilize historical financial statements / data to review trends and calculate performance metrics.
  • Review financials for peer companies and potential targets.
  • Parse, analyze, and review large data sets to help inform the business on questions and provide data driven insights.
  • Create and calculate key performance metrics for various business lines for internal and external reports.
  • Model, evaluate and summarize key benefits and considerations for potential strategic initiatives / financial transactions.
  • Create new business models and strategic analysis for ad hoc analyses as directed by senior management.


  • Strong understanding of three statement modeling is required.
  • 2-6 years of experience in investment banking, real estate finance, corporate finance, consulting, M&A, and/or private equity experience preferred.
  • Bachelor's degree in finance, accounting, or business administration.
  • Advanced Excel skills and management reporting.
  • A general understanding of valuation techniques and models.
  • Strong knowledge of accounting principles.
  • Strong proficiency in PowerPoint, and Word.
  • Strong analytical problem-solving skills with the ability to handle multiple tasks simultaneously.
  • Self-starter that is dedicated and professional, with the ability to build and contribute to a team environment.

Required skills

  • ShareAustin:

Related Jobs