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Financial Analyst Senior Associate - Broker Dealer

Robert Half - US New York, United States
Posted 2 months ago Hybrid Job Permanent $90k - $120k
T
Posted by
Trishan Khareghat
Financial Services Recruitment
Robert Half Financial Services are recruiting for a Financial Analyst Senior Associate role within a global Broker Dealer firm located in downtown Manhattan New York. Our client requires 3-6+ years’ Financial Analysis, FP&A or Business Performance experience at Financial Institution with strong Excel, Financial Modeling and P&L knowledge. This role is hybrid remote requiring 3 days per week in the downtown Manhattan office.

 

This group is responsible for providing financial and strategic business partnering to the firm’s Executive Committee in connection with a wide range of initiatives including overall business performance, business strategy, new opportunities, contract negotiations, cost efficiencies and more.

As a Financial Analyst Senior Associate, you will be required to provide ongoing quantitative analysis and financial recommendations in a highly visible finance role on a variety of projects, including ongoing business performance. In addition to the firm’s Executive Committee, you will have direct interaction with multiple front office units, as well as the firm’s Finance, Legal, HR and Operations departments.

Responsibilities:

  • Be the bridge between regional finance team and the business in presenting financial results in the monthly P&L reviews for assigned business division
  • Ability to influence senior leadership through financial interpretation and explanation
  • Perform ad hoc financial analysis as requested by senior management, including reviewing data, producing models, synthesizing conclusions and developing recommendations;
  • Help front office managers develop new opportunities and manage existing businesses in a manner that is consistent with the firm’s long-term strategic objectives;
  • Collect, compile, and translate complex data from several sources into standard formats for use and review by senior management;
  • Conduct market analysis on industry trends, clients, competitors, new product offerings and external costs;
  • Identify and implement new processes to achieve greater organizational efficiency and effectiveness;
  • Create and maintain internal general financial and reporting schedules as requested. 

Qualifications:

• 3-6+ years Financial Analysis, FP&A or Business Performance experience at a Financial Institution;

• P&L, Forecasting, Budgeting, Management Reporting, Expense Allocation, Interacting with the Business Partners/Heads

• Strong Excel knowledge with complex financial modeling, such as business case analysis (ROI, NPV);

• Knowledge of Tableau and SAP is advantageous;

• Bachelor Degree in Finance, Math, Economics, Engineering or similar subject preferred;

• Familiarity with financial markets and product offerings, including interest rate derivatives, FX, fixed income, equities, energy and commodities products is advantageous;

• Excellent mathematical, writing, analytical and problem-solving capabilities, with high level of attention to detail and proficiency in both Excel and Powerpoint;

• Demonstrated business acumen and understanding of management theory, including organizational, financial, regulatory and operational strategy components;

• Strong interpersonal and relationship-building skills, including experience communicating with both external clients and upper-level management.


This Financial Analyst Senior Associate role is located in downtown Manhattan New York so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, but the initial range is $90-120k base plus bonus. If your profile matches the above criteria please add me on LinkedIn and email directly, Trishan.Khareghat@roberthalf.com

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