FP&A Associate

IEX Group•New York, NY

4d•$120,000 - $140,000•Hybrid

About The Position

IEX is looking for an experienced Finance professional to join the team as an FP&A Associate. This person will be a key member of the Finance team, working closely with IEX’s Head of Finance and FP&A Manager. Responsibilities will include the annual budget and quarterly forecasts, running various financial models, analyzing financial results and presenting the findings to management. This individual will have an eye towards continuous improvement, leveraging technology or other solutions to automate and scale our processes as they exist today. The right person for this role will have a successful technical and analytical background and be a strong self-starter with a proven work ethic.

Requirements

Bachelor's degree in Finance, Accounting or a related field
2 – 4 years of financial planning and analysis experience
Proven track record of partnering cross-functionally and influencing stakeholders at all levels
Excellent communication and presentation skills; able to distill complex data into compelling insights
Proficiency in Microsoft Excel and PowerPoint, including financial modeling, scenario analysis and pivot tables
Strong attention to detail, devotion to accuracy and data integrity
Superior analytical and problem-solving skills; analytic creativity and insight
Biased towards and experienced with automated solutions for manual tasks and processes
Ability to multitask and deliver on competing priorities
Ability to operate in a fast-paced, deadline driven atmosphere

Nice To Haves

Tech, fintech, exchange or marketplace experience at a growth-stage company highly preferred
Ideally have experience with large data sets, SQL and BI tools such as Tableau or Sigma

Responsibilities

Contribute to the development of the annual budget and ongoing forecasts working in partnership with business and department leaders
Monthly reporting process and associated deliverables. Partner with department leaders to track performance against budgets and KPIs
Conduct deep dives into specific expense or revenue lines to understand their drivers and identify potential levers to enhance financial performance
Generate and present timely, accurate, and insightful management reports to stakeholders, highlighting financial results, key performance indicators, and variance analysis
Partner with Accounting team to maintain data accuracy and support the month-end close process
Conduct ad-hoc analysis and special projects as required
Improve financial infrastructure by enhancing forecasting tools, processes and systems
Help manage financial data infrastructure, automation and reporting