Senior Associate, Special Projects & Analytics

Geller Advisors•New York, NY

About The Position

The Senior Associate, Special Projects & Analytics will support the execution of special projects from initial scoping through analysis and delivery. This role will assist in structuring project workplans, timelines, and deliverables, contributing to initiatives spanning strategy, operations, financial analysis, and organizational insight. The position involves building and maintaining financial models, analytical tools, and scenario analyses, as well as analyzing complex data sets to identify trends, risks, and opportunities. The role also supports the preparation of decision-ready analysis for leadership and stakeholders, conducts research to inform strategic recommendations, and synthesizes findings into clear summaries and presentations. Collaboration with cross-functional teams and support for execution and process improvement are key aspects of this role.

Requirements

Bachelor’s degree in Finance, Economics, Business, Analytics, Public Policy, or a related field required.
4–7+ years of relevant experience in analytics, finance, strategy, consulting, or a related discipline.
Experience supporting complex, analytical, or cross‑functional projects preferred.

Nice To Haves

Exposure to professional services, philanthropy, or nonprofit environments a plus.

Responsibilities

Support execution of special projects from initial scoping through analysis and delivery.
Assist in structuring project workplans, timelines, and deliverables.
Contribute to initiatives spanning strategy, operations, financial analysis, and organizational insight.
Build and maintain financial models, analytical tools, and scenario analyses.
Analyze complex data sets to identify trends, risks, and opportunities.
Support preparation of decision‑ready analysis for leadership and stakeholders.
Conduct qualitative and quantitative research to inform strategic recommendations.
Synthesize findings into clear summaries, presentations, and supporting materials.
Assist with due diligence, benchmarking, and business case development.
Partner with teams across Finance, Operations, and Philanthropies to gather inputs and validate analyses.
Coordinate with internal stakeholders to ensure alignment and timely delivery of project outputs.
Support communication and tracking of deliverables across multiple concurrent projects.
Ensure accuracy, consistency, and quality across analytical outputs.
Support documentation of methodologies, assumptions, and project learnings.
Contribute to ongoing improvements in analytical tools, templates, and project processes.