Financial Analyst
Group PMX•New York, NY
•$90,000 - $115,000•Onsite
About The Position
We are seeking a detail-oriented Financial Analyst to support capital planning, financial reporting, and project tracking activities. This role will assist with maintaining financial data, analyzing project performance, and supporting budgeting and reporting processes. The ideal candidate is organized, analytical, and comfortable working with large datasets while partnering with cross-functional teams in a fast-paced environment.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering, or a related field
- 1–3 years of experience in financial analysis, project support, or similar role
- Strong Excel skills, including formulas, pivot tables, and data organization
- Comfortable working with numbers, spreadsheets, and large datasets
- Strong attention to detail and organizational skills
- Good written and verbal communication skills
- Ability to manage multiple tasks and meet deadlines
Nice To Haves
- Experience with SharePoint or similar document management tools
- Exposure to financial systems or project tracking tools
- Interest in capital planning, infrastructure, or project-based environments
Responsibilities
- Support updates to capital plans, including project cost, schedule, and spending data
- Maintain and update Excel trackers and financial reports on a regular basis
- Perform basic variance analysis and highlight key differences in project spending
- Assist in preparing reports and summaries for leadership review
- Monitor project spending against budgets and assist in identifying potential risks or gaps
- Support onboarding of new projects into tracking systems and spreadsheets
- Assist with review of project documentation to ensure alignment with budgets and plans
- Maintain organized and accurate financial data in Excel and internal systems
- Help build and update spreadsheets, templates, and trackers used by multiple stakeholders
- Support data entry, validation, and cleanup to ensure accuracy
- Work with internal teams to collect and verify financial and project data
- Assist in coordinating updates and maintaining communication across departments
Benefits
- Comprehensive training
- Education
- In-house mentorship
- Encouragement for active participation in industry trade, business, and professional associations
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
