Financial Planning and Analysis (FP&A) Associate - Girls Who Invest

New York, NY (Hybrid - in office 2-3 days per week)

ABOUT THE ORGANIZATION:

Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women and non-binary investors, change-makers, and leaders. To date, GWI has reached more than 2,500 people in just eight years, and of our alumni working full-time, 70% have stayed in the industry.

GWI does this through tuition-free education programs for first and second-year college students. Beyond our programs, GWI provides career advisory services, community building, and support for our alumni at all stages in their careers, with a focus on long-term professional development, retention, and advancement.

We believe, and evidence-based research shows, that advancing diverse investors brings unique and previously excluded perspectives to the industry and leads to higher performance. To learn more, visit GirlsWhoInvest.org.

ABOUT THE OPPORTUNITY:

The Financial Planning and Analysis (FP&A) Associate will report to the Chief Operating Officer of Girls Who Invest and is a key new role designed to develop financial forecasts, analyze variances and other data, develop and present organizational insights, and create top-notch reporting materials that will help drive key decision-making across the organization. In partnership with the Operations team, this role will manage the annual budget process and any long-range financial planning, track performance against budget, and update forecasts throughout the year. Additionally, the FP&A Associate prepares and presents materials to communicate organizational results to the leadership team, Board of Directors, and any relevant external stakeholders.