Senior Financial Analyst

NewtonX • New York, NY

17d • Hybrid

About The Position

NewtonX is looking to hire its next Senior Finance Analyst to support our rapid growth, and connect NewtonX clients to world-leading professionals. We are looking for motivated people who are excited by the idea of making a difference in the knowledge market. This role is a great entry point into future opportunities at our quickly growing company. The Senior Finance Analyst will work directly with the CFO to deliver efficient and best-in-class analysis of the company performance and key metrics (KPIs). The Senior Financial Analyst will focus on building reports, dashboards and financial models.

Requirements

• 3–4 years of professional experience in a quantitative or analytical role
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (advanced degree a plus)
• Proven ability to analyze complex data and develop actionable insights
• Strong quantitative and analytical skills with exceptional attention to detail
• Demonstrated problem-solving mindset with creativity in approaching difficult challenges
• Highly organized, detail-oriented, and capable of managing multiple priorities effectively
• Clear and concise communicator—both in writing and verbally—with the ability to present complex ideas simply
• Collaborative team player who also thrives working independently with minimal supervision
• Quick thinker who is resourceful, adaptable, and proactive in finding solutions
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, financial modeling, etc.)
• Must have valid U.S. work authorization

Nice To Haves

• You worked in a Big 4 company or equivalent
• You are familiar with cleaning, compiling and formatting a lot of data

Responsibilities

• Track and analyze projects revenue and costs, reconcile completed projects, ensure project margins are correctly reported.
• Create reports to track projects margin by Business Units, revenue streams.
• Analyze key costs and revenue drivers
• Support end of month closing activities, review main P&L and Balance sheet items (Unbilled A/R, Deferred Revenue items), determine end-of-month accruals
• Compute key performance indicators (KPIs) : sales performance, financial ratios, margins
• Collect, compile and reconcile payroll data by employee on a monthly basis
• Conduct ad hoc analysis on specific topics
• Support the CFO while working on various financials external audits (financials, 401k, etc.), quarterly board meeting preparations and tax returns
• Participate in improving the finance department workflows in particular around financial reporting to increase speed to prepare reports and visibility for leadership

Benefits

• Career advancement and training opportunities.
• Excellent medical, dental, and vision insurance.
• 401k match with immediate vesting.
• Health savings/flexible savings account, and pre-tax commuter benefits.
• Paid time off: vacation, holidays, sick, and parental leave.
• A diverse, collaborative, and positive culture where we invest in and celebrate each other’s success.
• Good vibes (happy hours, team projects, and retreats).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees