Financial Planning & Analysis - Associate Director (NY)

KBRA • New York, NY

93d • $95,000 - $130,000

About The Position

Our Finance team is seeking an enthusiastic individual specializing in FP&A to provide support during a period of rapid growth. This individual is responsible for assisting with budgeting and planning processes, financial modeling, business decision support, as well as general support for KBRA’s financial management and internal/external reporting. The successful candidate will be responsible for managing the design and execution of scalable and dynamic deliverables, processes, and systems that address key needs of internal and external stakeholders.

Requirements

• Have an MBA (preferred, not required).
• Have 5+ years of experience.
• Have a general understanding of GAAP and accounting principles.
• Have experience in and knowledge of financial planning & analysis, including management and BOD reporting, budgeting, forecasting, cash flow, and technical accounting, including consolidation & multi-currency accounting.
• Have ability to effectively communicate complex financial transactions and strategies.
• Demonstrate financial modeling knowledge/skills with strong analytical, qualitative, and problem-solving skills.
• Able to collaborate across departments and levels of the organization.
• Have strong interpersonal skills and team player mentality.
• Have ability to effectively communicate clear and concise ideas both verbally and in writing.
• Have interest in process change and automation.
• Enjoy tackling complex problems with an ability to solve problems through actionable strategy.
• Be a self-starter with the ability to multi-task and meet strict deadlines.
• Be detail-oriented, with the ability to exercise independence to achieve set goals.
• Have strong proficiency in PowerPoint and Excel (including build of financial models).
• Have a strong background/understanding of NetSuite and Salesforce (highly preferred).
• Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.

Responsibilities

• Assist with the company operating model, budget/forecasting process, and multiple elements of the Company’s financial reporting to key internal and external stakeholders.
• Identify financial trends, provide trend analysis, and develop deliverables for executive leadership.
• Understand sources of change highlighting variances to forecast & budget, risk & opportunities.
• Drive improvements for our operating model and long-range plans.
• Perform critical financial analysis/reporting that provides business leaders with an understanding of key performance drivers, costs and returns of important investment initiatives.

Benefits

• A flexible hybrid work schedule – Tuesdays, Wednesdays, Thursdays in the office.
• Competitive benefits and paid time off.
• Paid family and disability leave.
• 401(k) plan, including employer match (100% vested).
• Educational and professional development financial assistance.
• Employee referral bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Master's degree
• Number of Employees: 501-1,000 employees