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FP&A and Strategic Finance Manager
Savills North America 4.6
Finance analyst job in New York, NY
ABOUT SAVILLS
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive.
No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
Savills North America is seeking an FP&A and Strategic Finance Manager to join our dynamic and collaborative team. The ideal candidate is mission-driven, action-oriented, analytical, and able to thrive in a growing and fast paced environment. This individual should have a track record of analytical acumen and rigor, process discipline, and cross-functional collaboration to align decision making and business goals and objectives. The position will work directly with the Chief Financial Officer (CFO) and Executive Team, along with cross-functional teams to ensure the organization is advancing its financial initiatives aligned with Savills goals and objectives.
ESSENTIAL DUTIES & RESPONSIBILITIES
Recruitment and M&A:
Support the executive committee in broker recruitment and M&A processes, which includes due diligence, production of detailed financial models to evaluate opportunities, and creation of investment board packages.
Represent and support the constructs of finance's Transformation (i.e., decision support) and Finance Leadership and Growth Attribute's models.
Develop actionable insights to inform Recruiting and M&A decisions and business strategy.
FP&A:
Assist with the development senior management review materials aimed at facilitating decision-making and business performance assessments including monthly results, forecasts, pipelines, etc..
Maintain the Company's multi-year planning model to facilitate scenario analysis and ongoing tracking of long-term objectives.
Identify opportunities to enhance systems, tools, and processes that improve efficiency, transparency, and scalability- focusing on using technology and PowerBi.
Other duties may be assigned based on the company's strategic initiatives.
Mentor and develop the FP&A Analyst as well as fostering a culture of learning and collaboration across all business functions
QUALIFICATIONS
Bachelor's degree (Finance, Economics, Business, or related field preferred)
5+ years of experience in pricing, financial analysis, or a related business discipline-preferably within commercial real estate, professional services, or financial sectors
QUALITIES & ATTRIBUTES
Strong sense of integrity with the ability to handle sensitive issues and maintain confidentiality.
Strong analytical mindset: able to synthesize data from multiple sources into actionable business insights.
Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Power BI, SQL, or CRM systems (e.g., Salesforce or Dynamics) is a plus.
Strong time management skills with the ability to manage multiple priorities and meet critical deadlines.
Proven ability to work effectively in a fast-paced, cross-functional, and global environment.
Superior written, verbal, and presentation skills with the ability to distill complex information for a variety of audiences.
Outstanding ability to communicate and break down complex ideas into digestible, simpler components.
Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status,or any other protected characteristic.
Savills participates in the E-Verify program.
$110k-163k yearly est. 4d ago
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Real Estate Analyst
Upward On 3.9
Finance analyst job in New York, NY
The Opportunity:
Multifamily investment and operating platform with a boutique focus and institutional standards is seeking a highly motivated and entrepreneurial Analyst/Associate. In joining its Multifamily Acquisitions group, you will be supporting the firm's growing real estate investment platform in partnership with its large programmatic capital partners. The platform is focused on acquiring, operating, and redeveloping mid-size to large multifamily and mixed-use across the East Coast with a priority focus on New York City. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and construction. The position offers an opportunity to join a rapidly scaling, institutional-quality platform.
The Company:
Our client is a NYC-based, vertically integrated multifamily investment and operating platform with a boutique focus and institutional standards. The firm owns and operates nearly 2,000 units across 60 buildings in New York City, leveraging deep market expertise, in-house operations, and best-in-class technology to drive performance and transparency. Powered by proprietary analytics and a full-stack operating platform, the Company identifies value-add and off-market opportunities while delivering strong, risk-adjusted returns for its partners.
The Role:
Your primary responsibilities will cover acquisitions and investments. You will also be responsible in assisting with asset management.
Acquisitions & Investments
Support the origination, underwriting, and execution of new investments.
Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda.
Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment.
Conduct macro and micro-level market research to support underwriting assumptions and investment theses.
Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations.
Populate, maintain, and enhance the acquisition pipeline and related tracking systems.
Asset Management
Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses.
Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models.
Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes.
Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting.
Qualifications:
1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking.
Strong interest in NYC multifamily real estate and institutional-level real estate investing.
Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials.
Proficiency in Microsoft Excel and PowerPoint.
General understanding of real estate finance, valuation, and basic accounting concepts.
Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities.
Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment.
Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform.
Compensation & Hours:
M-F 9-5
This position is 100% in-office aside from optional Summer Fridays. The role requires working in office during standard business hours.
$85,000-$120,000 base salary, plus bonus and benefits, commensurate with experience.
$85k-120k yearly 3d ago
Strategic Analyst
Canary Technologies
Finance analyst job in New York, NY
About Us
Canary Technologies is changing the game for hotels with modern software powered by Canary's hospitality-specific AI platform.
Canary is utilized by 20,000+ hoteliers in 100+ countries to equip hoteliers with the technology they need to work smarter and wow their guests. Major hotel brands such as Wyndham, Marriott, IHG, Four Seasons, Rosewood, and Best Western trust Canary to deliver results.
Canary was named a 2024 Deloitte Technology Fast 500 company, a Most Innovative Company by Fast Company and a HotelTechReport Best Place to Work - and is backed by top Silicon Valley investors like Y Combinator, F-Prime, Brighton Park Capital and Insight Partners.
Join us in shaping the future of hospitality!
About the Role
As a Strategic Analyst at Canary Technologies, you will be instrumental in driving our business forward through insightful data analysis and strategic support. This role requires a proactive individual who will dive deep into our data, collaborate with multiple departments, and deliver actionable insights that influence strategic initiatives and enhance business performance. You will work closely with Product, Customer Success, and GTM teams to develop valuable data insights, quantify impact, and recommend actions. This role is part of Canary's Product organization and will report directly to the Product Strategy & Operations Lead. This NYC‐based, hybrid role works hands‐on with SQL and BI tools to inform priorities and measure outcomes.
Responsibilities
Collect, analyze, and interpret data from various sources to support business decision-making processes.
Develop and maintain dashboards, reports, and data visualizations to monitor key performance indicators (KPIs) and business metrics.
Collaborate with cross-functional teams, including Marketing, Sales, Product, Customer Success, and Customer Support, to gather requirements and deliver actionable insights.
Support the implementation of data-driven strategies and initiatives to optimize business processes and achieve organizational goals.
Ensure data integrity and accuracy by performing regular data quality checks and validation.
Stay updated with industry trends, best practices, and emerging technologies in data analytics and business intelligence.
Lead ad‐hoc analyses that inform prioritization and leadership team's strategy
Improve data quality for analytics use cases by writing validation queries, reconciling sources, and raising issues with clear business impact.
Qualifications
Bachelor's degree in Business, Economics, Statistics, Data Science, or a related field.
Strong analytical and problem-solving skills with the ability to interpret complex data sets.
Advanced skills in SQL and other data analysis tools such as Excel.
Intermediate understanding of statistical analysis and data modeling techniques.
Excellent communication and presentation skills, with the ability to convey complex information and data-driver insights in a clear and concise manner.
Detail-oriented with a high degree of accuracy in work.
Ability to work independently and as part of a team in a fast-paced environment.
Enthusiasm for learning and a proactive approach to personal development.
Advanced skills in SQL and proficiency with BI and analytics tools to build executive‐ready dashboards and narratives.
High ownership and bias to action. Comfortable prioritizing, managing stakeholders, and meeting deadlines in a fast‐moving environment.
$120,000 - $160,000 a year
The base Salary Range for our New York office for this role is $120,000 - $160,000 annualized salary. This is subject to standard withholding and applicable taxes. Actual compensation will be commensurate with the candidate's skill level, experience, and specific work location. This role may also include the opportunity to earn a discretionary bonus and/or equity.
We also work hard to ensure Canary is a fun and exciting place to work! Here are some of the additional benefits:
Canary Days: As a company we want to ensure that the team has time to recharge. Each month we provide company wide days off to ensure there is at least one extended weekend or day off.
Self Improvement Club: We meet each month and share our personal goals for the month. Each individual is provided a budget towards any purchases that help us achieve these goals.
Professional Development Chats: We provide budget to help drive cross functional professional development conversations across the organization.
Travel Reimbursement: Team members are able to visit our offices across New York, San Francisco or Dallas when they choose, and are provided a travel stipend for doing so. Spend time working with the team in their office, and use the rest of your time exploring a new city!
Personal Travel Reimbursement: If you stay at a hotel that Canary works with, we provide a credit towards your stay.
Canary Technologies is an equal opportunity employer. We recruit, employ, train, compensate and promote talent regardless of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information or any other protected characteristic.
$120k-160k yearly 6d ago
Head of Financial Planning & Analysis (FP&A)
Onmed
Finance analyst job in White Plains, NY
Who We Are and Why Join Us
At OnMed our purpose is simple but powerful…to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America's public health infrastructure, the OnMed CareStation is the only tech-enabled, human-led, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care.
At OnMed, every role, everyday, is directly impacting the communities we serve. You'll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need.
This is not just a job…it's a movement to bring access to healthcare where and when people need it most. It's healthcare that shows up.
Who You Are
You are a strategic finance leader responsible for driving financial planning, forecasting, analysis, and insights that enable data-driven decision-making across the organization. This role partners closely with the senior leadership team to shape financial strategy, improve forecasting accuracy, and ensure financial discipline as the company scales. In addition, you will oversee rigorous financial reporting processes required of a public company, ensuring full compliance with SEC regulations, GAAP standards, internal controls, and quarterly/annual disclosure requirements. This role requires an unwavering commitment to precision, consistency, and governance in a highly regulated, public company environment.
Role's Responsibilities
Strategic Financial Leadership
Lead the company's annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements.
Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics.
Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities.
Financial Modeling & Analysis
Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies.
Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions.
Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance.
Build defensible valuation models for stakeholders to set pricing.
Create roadshow materials and financial presentations for institutional investors.
Build infrastructure for providing forward guidance to the market.
Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/
Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed.
Business Partnership
Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions.
Translate complex financial concepts into digestible insights for non-financial stakeholders.
Collaborate cross-functionally to optimize operational efficiency and resource allocation.
Corporate Finance & Board Support
Prepare materials for board meetings, investor updates, lenders, and executive reviews.
Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed.
Perform other related role's responsibilities as assigned.
Knowledge, Skills & Abilities
Advanced financial modeling, forecasting, and scenario analysis.
Strong strategic thinking and ability to translate insights into business decisions.
Expert data analysis and performance measurement skills.
Exceptional communication and executive-level storytelling.
Cross-functional partnership and influence across business units.
Proficiency with FP&A systems, ERP platforms, and BI tools.
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred.
10+ years of progressive FP&A or corporate finance experience.
Strong expertise in financial modeling, forecasting, budgeting, and performance analytics.
Demonstrated experience partnering with executive teams and leading strategic financial discussions.
Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar).
Exceptional communication skills with the ability to simplify complex information.
Proven ability to manage competing priorities in a fast-paced, high-growth environment.
Experience in high-growth operating environment.
Prior experience supporting board-level reporting and investor relations.
Familiarity with BI tools (e.g., Looker, Tableau, Power BI).
OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays.
The base salary range for this role is up to $170,000 commensurate with the candidate's experience.
OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law.
#LI-HYBRID
#J-18808-Ljbffr
$170k yearly 5d ago
Associate Analyst
Column Technical Services
Finance analyst job in New York, NY
Column Technical Services is seeking an Associate Analyst to step into a role where your technical insight and problem-solving skills directly shape how systems, workflows, and technology support the business in New York, NY. If you're looking to grow your expertise, influence system improvements, and make a measurable impact, this role offers the opportunity to do exactly that.
This opportunity is hybrid, requiring occasional in office visits approximately a couple of times per month. We are ONLY considering local applicants from NY and NJ.
This position is ideal for someone who enjoys analyzing complex challenges, designing scalable solutions, and collaborating across teams to improve processes. You'll work hands-on with system configuration, testing, and documentation while contributing to meaningful technology initiatives that keep the organization moving forward.
Job Summary
Analyzes complex business challenges and develops solutions through technology, system integration, and workflow optimization.
Identifies gaps in current processes and provides technical expertise to support the development of functional specifications, ensuring systems and procedures scale effectively and cost-efficiently.
Configures system settings and options, and plans and executes unit testing to ensure alignment with business requirements.
Designs and documents detail technological solutions.
May provide user consultation on technology-related matters and may lead cross-functional teams to resolve business or system issues.
May support the creation and maintenance of automated testing scripts, reports, code, and business logic.
Builds and maintains relationships with technology vendors as needed.
Demonstrates foundational professional knowledge with some applicable, hands-on experience.
Contributes effectively to assigned tasks and responsibilities.
Participates in technical discussions at the task level.
Required Skills & Experience
Four (4) years of relevant work experience may be substituted in lieu of a bachelor's degree.
Job Requirements
$63k-99k yearly est. 6d ago
Analyst/Associate
Cesna Group
Finance analyst job in New York, NY
Accounting Support: Assist with various accounting tasks, including processing invoices, managing expenses, and maintaining accurate financial records to ensure timely and precise reporting.
- Treasury Management: Contribute to treasury management initiatives by monitoring cash flow and
analyzing different money market instruments. Support the budgeting process by preparing financial
forecasts and reports.
- Regulatory Compliance: Ensure adherence to regulatory requirements by maintaining accurate
documentation and generating necessary reports. Collaborate with relevant departments to address
compliance issues proactively.
- Human Resources Assistance: Support HR functions by participating in the recruitment process,
facilitating onboarding for new employees, and providing ongoing employee support to enhance
workplace satisfaction.
- Vendor Liaison: Act as a point of contact for third-party vendors, including IT service providers, to
ensure smooth day-to-day operations. Coordinate with vendors to resolve issues and improve service
delivery.
- Ad Hoc Assignments: Handle various ad hoc projects and tasks as needed, demonstrating adaptability
to meet the evolving demands of the organization
Qualifications
-Exceptional organizational skills with keen attention to detail, enabling effective management of tasks
and priorities.
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- A foundational understanding of accounting principles is a plus
- Excellent verbal and written communication skills in a bilingual environment (Korean, English)
- Ability to work independently and manage multiple tasks effectively.
- Bachelor's degree in Business Administration or Accounting is preferred.
What's On Offer
Apply online or feel free to contact us directly for more information about the opportunity. Due to the high volume of applicant, we regret to inform that only shortlisted candidates will be notified. Thank you for your understanding.
$63k-99k yearly est. 6d ago
Investment Banking Associate
Alantra Partners Sa
Finance analyst job in New York, NY
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East.
In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams.
In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn.
Job Description:
Overview
ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners.
Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.
Responsibilities
Develop and author pitch materials
Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations
Conduct extensive financial and valuation analyses
Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
Produce comprehensive industry and company-specific research
Develop marketing strategies, conduct buyer outreach and target approach
Manage due diligence and provide transaction support
Support transaction negotiations
Participate in the recruitment, development, training, and mentoring of Analysts and junior resources
Why Alantra
Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices.
Team-oriented and collaborative culture
Unique career development opportunities with focus on long-term growth and success
Global training programs
100% Healthcare coverage options, HRA and FSA options, dental, vision insurance
Fitness reimbursement
401k with match
Employee assistance program
Competitive salary and bonus plans
Competitive vacation and holiday plans
Pre-tax commuter benefits
Company events and international offsites
Team-wide community service initiatives
Access to global network
Requirements:
Qualifications / Requirements
3 to 5 years of relevant experience in investment banking required
Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred.
Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs
Solid finance/accounting knowledge; ability to analyze and value businesses
Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations
Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively
Exceptional interpersonal and presentation skills
Outstanding written and oral communication skills
Excellent analytical, creative, and strategic thinking skills
Team player mentality combined with the ability to work independently
Strong organization skills with ability to multi-task and prioritize deliverables
Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment
Location: New York, NY
Start Date: Immediate
Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Alantra is an equal opportunity employer.
$130k-180k yearly 6d ago
Product-Focused Financial Controller & Team Lead
Bhired
Finance analyst job in New York, NY
A growing product-based company is seeking a proactive Financial Controller to take ownership of all core accounting operations and oversee a small finance team. This role is perfect for an organized and process-driven individual capable of improving financial processes and providing insightful analyses. Ideal candidates will possess strong leadership skills and a background in financial reporting. The offered salary ranges from $120k to $200k per year, and applications should be directed to the specified email.
#J-18808-Ljbffr
Brookfield Culture. Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committe Investment, Associate, Strategist, Quantitative, Portfolio, Management, Banking
$95k-163k yearly est. 6d ago
Talent Insights and Assessment Junior Analyst (Internship)
BTS 4.0
Finance analyst job in New York, NY
About BTS: BTS is a global consulting firm focused on the transformative power of the people side of strategy. For nearly four decades, we have pioneered business simulations and digital learning experiences that help the world's leading companies turn strategy into tangible results. Our innovative approach blends deep business insights with cutting-edge developments in industrial-organizational psychology, enabling targeted interventions that advance organizations and their talent simultaneously.
About the Role: We are currently seeking Master's or PhD-level students interested in obtaining applied research and consulting experience. The primary focus of the position is to assist the day-to-day functions of the Talent Insights and Assessment Center of Expertise (COE), including the development of assessment programs, analysis of assessment results, experimenting with AI in assessment, developing materials for client presentations, assisting in project management activities, and conducting research as needed.
What You'll Do:
Work with internal BTS talent across the COE, likely on multiple projects
Support job analytics, assessment development, and learning module development
Support subject matter expert interviews and content analyses
Assist in writing assessment content
Develop client-ready presentations about programs (e.g., Talent management reviews, feedback reactions)
Support the development of case studies, blogs, research, and other thought leadership
Assist in project management (e.g., schedules, updates, simulation testing and reviews)
Experiment with AI in assessment design and delivery
What We're Looking For:
Graduate training in Industrial-Organizational Psychology or a closely related field, currently pursuing a Master's or PhD (advanced standing preferred, with core coursework completed).
Foundational knowledge of assessment science, including job analysis, employee selection, leadership assessment, and development, with an interest in behavioral assessment and evidence-based talent practices.
Strong quantitative and analytical skills, with hands-on experience using statistical software (e.g., SPSS or similar tools) to analyze data and draw meaningful conclusions.
Ability to translate data into insights, including comfort working with large or complex datasets and summarizing findings in clear, structured formats for internal teams and client-facing materials.
Proficiency with core consulting tools, including PowerPoint and Excel, with the ability to create clear, accurate, and well-structured analyses and deliverables.
Demonstrated problem-solving capability, including the ability to approach ambiguous questions with curiosity, structure, and sound judgment.
Strong written and verbal communication skills, with the ability to articulate ideas clearly, ask thoughtful questions, and collaborate effectively with consultants and subject matter experts.
Interest in applied consulting and client impact, with prior exposure to HR, consulting, research, or professional services environments preferred.
Strong organizational and time-management skills, with the ability to manage multiple tasks, meet deadlines, and work reliably in a fast-paced, project-based environment.
Commitment to professional development, including openness to feedback, eagerness to learn from senior practitioners, and interest in building expertise in talent assessment and insights over time.
Availability to commit approximately 20 hours per week for a six-month internship.
Why BTS: At BTS, we apply behavioral science, data, and innovative tools to solve complex talent and leadership challenges. As a Talent Insights & Assessment Junior Analyst, you'll gain hands-on experience applying assessment science to real client work, collaborating with experienced consultants across a global COE. You'll contribute to assessment design, analytics, and client-ready insights while learning how rigorous science translates into practical, high-impact solutions. BTS encourages curiosity and experimentation, including exposure to AI-enabled approaches to assessment, all within a supportive environment that prioritizes learning and development. If you're looking to deepen your expertise in talent assessment, build consulting skills, and learn from leaders in the field, BTS offers a uniquely immersive and developmental experience.
Salary Information
This internship is part-time and paid hourly at $45 per hour.
$45 hourly 6d ago
Investment Banking Analyst
Berenberg Gossler & Co KG
Finance analyst job in New York, NY
For our Investment Banking division in New York, we are looking to hire an
Investment Banking Analyst - New York
Your role in the team:
Berenberg is looking to hire an individual to work within the Investment Banking team who can support the firm's continued growth in US markets.
In this role, you will directly work with both mid-level and senior members of the Investment Banking team and report directly to the Head of US Investment Banking. A successful candidate in this role will assume responsibilities in the origination and execution of transactions by serving as a key stakeholder in various workstreams across the department. A candidate will be joining a very fast paced and dynamic, growing team here in the US.
What will you do?
Preparing materials for meetings with new and existing clients and investors for potential capital raising activity throughout the company lifecycle
Conducting in-depth market sector and company research to support pitches and deal execution
Building and maintaining complex financial models, including equity valuation analyses
Participating directly in deal execution (IPOs, capital increases, block trades), including managing due diligence and data room processes
Coordinating syndicate materials, internal presentations, and facilitate communication between Sales and Compliance teams
Who are we looking for?
First relevant experience, preferably with a U.S. investment bank or broker-dealer; strong proficiency in Excel, PowerPoint, and financial software
Degree-level education with outstanding academic achievements, preferably in finance or a related field
Highly ambitious and motivated, eager for significant exposure, and responsibility with top-tier clients in a dynamic environment
Exceptional written and verbal communication skills, demonstrating attention to detail and the ability to manage multiple workstreams under pressure
A collaborative, entrepreneurial, and goal-oriented team player, willing to meet challenging deadlines
What we offer you:
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens network and builds trusting, collegial relationships. For us, this forms foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $90,000 to $115,000 as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
Standort New York
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$90k-115k yearly 6d ago
Investment Banking Analyst
Berenberg 4.0
Finance analyst job in New York, NY
General information Country USA City New York Type of role Professional Working time Full-time Type of contract Permanent Remaining openings 1 Description & Requirements For our Investment Banking division in New York, we are looking to hire an Investment Banking Analyst - New York
Your role in the team:
Berenberg is looking to hire an individual to work within the Investment Banking team who can support the firm's continued growth in US markets.
In this role, you will directly work with both mid-level and senior members of the Investment Banking team and report directly to the Head of US Investment Banking. A successful candidate in this role will assume responsibilities in the origination and execution of transactions by serving as a key stakeholder in various workstreams across the department. A candidate will be joining a very fast paced and dynamic, growing team here in the US.
What will you do?
Preparing materials for meetings with new and existing clients and investors for potential capital raising activity throughout the company lifecycle
Conducting in-depth market sector and company research to support pitches and deal execution
Building and maintaining complex financial models, including equity valuation analyses
Participating directly in deal execution (IPOs, capital increases, block trades), including managing due diligence and data room processes
Coordinating syndicate materials, internal presentations, and facilitate communication between Sales and Compliance teams
Who are we looking for?
First relevant experience, preferably with a U.S. investment bank or broker-dealer; strong proficiency in Excel, PowerPoint, and financial software
Degree-level education with outstanding academic achievements, preferably in finance or a related field
Highly ambitious and motivated, eager for significant exposure, and responsibility with top-tier clients in a dynamic environment
Exceptional written and verbal communication skills, demonstrating attention to detail and the ability to manage multiple workstreams under pressure
A collaborative, entrepreneurial, and goal-oriented team player, willing to meet challenging deadlines
What we offer you:
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens network and builds trusting, collegial relationships. For us, this forms foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $90,000 to $115,000 as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
$90k-115k yearly 6d ago
Associate, BlackRock Investment Institute, Portfolio Researcher
Blackrock, Inc. 4.4
Finance analyst job in New York, NY
BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments, and individuals worldwide. We offer a wide range of investment products and services, inclu Research, Investment, Portfolio, Associate, Portfolio Manager, Banking
$76k-115k yearly est. 6d ago
Senior Budget Analyst
Ascendo 4.3
Finance analyst job in New York, NY
We are seeking a Senior Budget Analyst to play a key role in managing budgets for programs funded through the NYC Department of Homeless Services (DHS) this individual will be responsible for the full budget lifecycle- from creation to close-out. Responsibilities:
Develop, manage, and monitor annual program budgets across multiple DHS-funded sites.
Prepare detailed line-item budgets and justifications in accordance with DHS and City guidelines.
Provide budgetary analysis and recommendations to support leadership in strategic and operational decisions.
Track spending, analyze variances, and prepare budget modifications as needed.
Oversee budget submissions, renewals, and close-outs in a timely and accurate manner.
Maintain up-to-date records in the financial system and ensure proper version of all budget documents.
Serve as the primary liaison between the Finance Department, Program Management, and DHS representatives.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
Nonprofit experience is required.
3+ years of experience in budgeting, accounting, or financial analysis- preferably within NYC DHS or other City-funded programs.
Strong understanding of government contracts, fiscal management, and budget compliance.
Excellent analytical skills with the ability to interpret financial data and identify issues.
Strong communication and interpersonal skills.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Contact information
Brian Keane
$53k-77k yearly est. 6d ago
2027 Corporate Banking Summer Analyst
CIBC Bank USA 4.8
Finance analyst job in New York, NY
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Banking, Analyst, Summer, Corporate, Financial, Education, Industry
$87k-129k yearly est. 6d ago
Credit Financing Associate
Atlantic Group 4.3
Finance analyst job in New York, NY
Type: Perm (Contingency)
Job #40911
Salary: $135,000
Job Overview - Credit Financing Associate: Our client is seeking a Credit Financing Associate in New York, NY, to manage financing strategies across investment portfolios. This in-office role involves working closely with teams on financing structures to support effective risk management and strategic growth.
Compensation: $135,000 - $175,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (In-Office)
Responsibilities as the Credit Financing Associate:
Financing Management: Manage and execute financing transactions backed by credit assets, including corporate bonds, leveraged loans, asset-backed securities, and private credit.
Facility Oversight: Manage the financing book, optimizing margins and overseeing leverage facilities to support investment strategies.
Relationship Management: Maintain and foster relationships with funding providers, including investment banks and non-bank lenders, to ensure access to financing.
Market Analysis: Analyze market trends to identify and secure leverage capacity within and outside traditional banking systems.
Development: Develop and implement robust financing processes for public and private credit spaces, ensuring consistency and efficiency.
Qualifications for the Credit Financing Associate:
Education: Bachelor's degree in Finance, Economics, or Accounting required.
Experience: 3-7 years in a buy-side firm or investment bank required, with experience in financing credit and structured assets.
Technical Skills: Skilled in financing arrangements, credit underwriting, financial modeling, and tools like repurchase agreements, margin loans, and credit lines.
Attributes: Detail-oriented, strong communicator, with a keen interest in financial markets and robust analytical skills.
Preferred: Experience in financing product development, transaction management, and credit or quantitative investment analysis.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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$50k-85k yearly est. 6d ago
Sr Analyst, Stores Finance
Athleta, Inc.
Finance analyst job in New York, NY
This is a high-impact role at the center of Athletas retail business. As a strategic finance partner to the stores organization, you will lead budgeting, forecasting, and variance analysis for store operating expenses across our fleet. You will help Finance, Analyst, Store, Forecasting, Banking
$79k-107k yearly est. 6d ago
Finance Project Manager
Contact Government Services
Finance analyst job in New York, NY
Employment Type: Full-Time, Experienced
Department: Project Management
CGS is seeking an experienced Finance Project Manager to provide oversight of financial and procurement services for a large Federal agency initiative.
CGS brings motivated, highly skilled, and creative people together to solve the government's most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities.
Skills and attributes for success:
The Project Manager will be responsible for overseeing processing workflows ( in the Office of Financial and Procurement Services).
Performs and oversees financial / procurements services.
The Project Manager will have frequent contact with the Government Case Managers, and other DOJ agency staff
Ensure processes and procedures are followed.
Overseeing a small team of financialanalysts
Performs an active quality assurance role to ensure high quality work delivered on time.
Trains staff on entering and updating data in proprietary databases.
Qualifications:
At least four years of progressively more responsible supervisory and management experience in financial systems.
Must have proven capabilities and communication skills to successfully interact with clients and attorneys.
Demonstrated ability to manage numerous complex and time‐critical support activities simultaneously.
Requires expert knowledge of Finance Systems including SAS; outstanding writing skills; excellent oral communication skills; and excellent management skills.
Requires knowledge of the Government's data processing environment in which the work is to be performed, including office automation networks, PC‐based databases and other applications, and internet and server‐based databases and other applications.
Must be a US Citizen
Must be able to obtain a Public Trust security clearance.
Must have an undergraduate degree
Law Degree desirable.
Our Commitment:
Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client's specific needs. We are committed to solving the most challenging and dynamic problems.
For the past seven years, we've been growing our government-contracting portfolio, and along the way, we've created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.
Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.
We care about our employees. Therefore, we offer a comprehensive benefits package.
Health, Dental, and Vision
Life Insurance
401k
Flexible Spending Account (Health, Dependent Care, and Commuter)
Paid Time Off and Observance of State/Federal Holidays
Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Join our team and become part of government innovation!
Explore additional job opportunities with CGS on our Job Board:
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For more information about CGS please visit: ************************** or contact:
Email: *******************
#CJ
$74,741.33 - $96,096 a year
$74.7k-96.1k yearly 6d ago
Employee Benefits Underwriter/Financial Analyst
Martin Grant Associates, Inc.
Finance analyst job in Syosset, NY
A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / FinancialAnalyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment.
Prior experience in employee benefits underwriting or analytics is preferred.
The Job:
Analyze client healthcare and benefits plan performance data
Conduct plan modeling and forecasting to support client renewals and marketing
Build and evaluate financial exhibits and benchmark reports for employer groups
Assist in developing alternative funding strategies and plan design recommendations
Prepare and present client-ready deliverables, including renewal strategies and market comparisons
Collaborate with account managers, producers, and carrier partners to meet client needs
The Company:
National Scope: A top-tier brokerage platform with expansive market access and in-house expertise
Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships
Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career
Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged
Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.
$66k-103k yearly est. 1d ago
Global Corporate Banking Summer Analyst Program - 2027
Bank of America Corporation 4.7
Finance analyst job in New York, NY
Why Corporate Banking?
A Corporate Banker is a relationship-driven corporate finance professional, who is an expert in matching clients' needs with banking solutions.
The Corporate Banker fully embodies Bank of America's motto and core value "What would you like the power to do?" by leveraging their deep understanding of the financial challenges corporate clients face to effectively deploy the bank's capabilities and resources to help them achieve their goals.
As a Corporate Banker, you'll be the hub in the wheel of Bank of America's products and services for our corporate clients, driving the dialogue and working in partnership with products experts from each group to deliver the bank's full platform to clients in a timely, smooth and coordinated manner.
Corporate Banking vs. Investment Banking
Corporate and Investment Banking are both relationship-focused roles. Although the two groups, which are both organized by industry, often work closely together and even sit on the same floor, there are fundamental differences:
The Corporate Banker is the gatekeeper of three of the core pillars of the bank's offering, Debt & Credit Ratings, Risk Management and Treasury Solutions, while the Investment Banker is the gatekeeper of two of the core pillars, M&A and Equity
The Corporate Banker key contacts are the Treasurer, Assistant Treasurer and CFO while the Investment Banker's key client contacts are the CEO, CFO and Business Development Manager
As the Corporate Banker and Investment Banker work in parallel, making sure corporate clients can access the full breadth of the bank's offering, their paths often intersect on strategic client discussions and transactions and on building and maintaining strong relationships with key client executives
Why Bank of America?
Bank of America is one of the world's leading financial institutions, serving individuals, businesses, large corporations, and governments with a broad, comprehensive range of solutions to their complex financial issues.
Bank of America strives to be a place you can be proud and happy to work at. It is a diverse, inclusive workplace where employees are valued for their individual strengths and perspectives, supported in growing their careers and recognized and rewarded for their contributions.
Why our Summer Internship program?
The Summer Analyst program is a collaborative and motivating program designed to offer you broad and exciting exposure to the full range of products and services we offer to our clients and to empower you to make an impact, with the support of an extensive formal training offered at the start of the program and mentorship throughout.
Our Summer Analyst program will set you up for success, by providing you with analytical based work experience focused on the financial markets, true insight into life as a Corporate Banker and a strong platform to launch your career.
As a Summer Analyst, your key responsibilities may include but will be not limited to the below - don't worry if these tasks don't make sense yet, we are here to guide you!
Working on live deals
Preparation of internal materials from compliance clearance to deal approval memos for transaction capital committees
Preparation of external materials such as working group lists, due diligence questionnaires and lender presentations
Working on client pitches, helping strengthen and expand the relationship
Preparation of relationship overview and coverage team pages
Performance of various financial analyses including capital structure and credit ratings analysis, WACC analysis and fire power analysis
Peer analysis, such as liquidity, capital allocation, capital structure and fixed to floating profile analysis
* Working on the day-to-day client relationship, helping clients solve any issues or needs that might arise
Qualifications
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028
3.5 minimum GPA preferred and can demonstrate a track record of superior performance in extracurricular and professional activities
Distinguished written and oral communications skills
Strong analytical and organizational skills and attention to detail
Proactivity, curiosity, ability to learn quickly, team focus, strong work ethic
Dedication to building a career in the corporate banking industry, coupled with a strong desire to learn and succeed in team environments
Bank of America does not complete third party forms from colleges, universities, or other parties.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
How much does a finance analyst earn in Levittown, NY?
The average finance analyst in Levittown, NY earns between $54,000 and $126,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Levittown, NY
$83,000
What are the biggest employers of Finance Analysts in Levittown, NY?
The biggest employers of Finance Analysts in Levittown, NY are: