Senior Analyst, Financial Planning & Analysis

ICONIQ•New York, NY

11h•$105,000 - $120,000•Hybrid

About The Position

This role is ideal for someone with intellectual curiosity, a strong work ethic, and highly effective communication and collaboration skills, as well as experience building financial models and presentations that clearly tell the story behind the numbers. The Senior Analyst will work closely with the broader finance function and collaborate cross-functionally as needed to support forecasting, budgeting, management reporting, and strategic decision support initiatives. This role is designed to help drive momentum on deliverables, strengthen reporting and analytical rigor, and support process improvements, with increasing ownership over time.

Requirements

4+ years of experience in financial planning and analysis, consulting, investment banking, or a similar field
Bachelor’s degree in finance, accounting, economics, or a related discipline
Advanced Excel skills, including working with large data sets and building financial models
Strong experience creating presentations that clearly communicate financial insights
Experience supporting forecasting, budgeting, and long-term planning processes
Understanding of margin and variance analysis and ability to explain performance drivers

Nice To Haves

Familiarity with financial systems or data visualization tools such as Intacct, Adaptive, Alteryx, or Tableau is a plus
Interest in using AI tools to enhance analysis and productivity

Responsibilities

Build and deliver monthly and quarterly financial reports that provide clear insights into firm and business unit performance
Support firmwide and divisional forecasting, including revenue drivers, expense trends, and long-term initiatives
Partner with stakeholders across finance to understand cost drivers and develop actionable forecasts
Contribute to the annual budgeting process, including coordinating inputs and preparing materials for leadership
Perform margin and variance analyses to uncover key drivers and communicate insights to stakeholders
Develop and maintain financial models to support scenario planning and strategic decisions
Improve data quality and reporting processes, including supporting data validation and system enhancements
Contribute to process improvements and automation initiatives, including leveraging new technologies