Associate, Enterprise Performance

Houlihan Lokey•New York, NY

About The Position

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com. The Associate, Enterprise Performance reports to the Head of Enterprise Performance. This is a financial and management analysis and reporting role within Houlihan Lokey’s newly formed Financial Planning & Analysis (FP&A) function. FP&A serves as a strategic partner to business leadership, equipping them with the KPIs and analysis needed to drive decision-making, track performance against goals, and support the firm’s growth.

Requirements

4+ years in FP&A, corporate finance, or closely adjacent analytics within a finance-intensive environment.
Solid understanding of core accounting principles and financial statements.
Advanced proficiency in SQL, with demonstrated experience querying, transforming, and harmonizing data across complex or fragmented source systems.
Advanced, modeling-grade Excel skills, with the ability to build, audit, and maintain complex quantitative and financial models.
Practical experience building reports and dashboards in Sigma or comparable modern BI/analytics platforms.
Comfort operating in high-ambiguity data environments, with a track record of building reconciliation across multiple data sources.

Nice To Haves

Direct experience with Oracle ERP/Financials, including its reporting limitations.
Hands-on exposure to fee-based or deal-based revenue models, typical of investment banking, financial advisory, or professional services firms.
Proven track record of building analytics infrastructure, reporting frameworks, or financial models from scratch, rather than solely maintaining legacy tools.

Responsibilities

Map revenue and sales pipeline data across Corporate Finance, Financial Restructuring, and Financial & Valuation Advisory to identify and standardize inconsistent formats, metrics, and definitions.
Lead scoping and execution to consolidate non-compensation expense data from Oracle and adjacent financial systems, establishing unified data structures for core operating costs.
Rebuild enterprise reporting dashboards, utilizing existing Corporate Finance models as standard content templates to achieve consistent performance coverage across all three business units.
Support the end-to-end execution of the annual budget build and quarterly forecasting process.
Design and implement self-service reporting models to enable automated, ad-hoc performance tracking across executive leadership and business unit stakeholders.