Demo

FP&A Associate

Nextera Search
York, NY Full Time
POSTED ON 6/4/2026
AVAILABLE BEFORE 7/3/2026

An Investment Management Firm based in New York City is seeking an experienced professional to join their team as a FP&A Associate.


Responsibilities:

  • Support budgeting, forecasting, and financial planning activities across the organization.
  • Build and maintain financial models to evaluate business performance and support strategic initiatives.
  • Prepare recurring and ad hoc reporting packages for management, highlighting key trends, variances, and performance metrics.
  • Analyze financial and operational data to identify opportunities for improvement and support decision-making.
  • Assist in the development and enhancement of reporting processes, dashboards, and analytical tools.
  • Partner with teams across the organization to support business initiatives, process improvements, and special projects.


Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Business, or a related field.
  • 2 years of experience in financial analysis, reporting, business analytics, accounting, or a related function.
  • Strong quantitative, analytical, and problem-solving skills.
  • Proficiency with Excel and financial reporting tools; experience with data visualization, automation, or analytical software is a plus.
  • Excellent attention to detail and organizational skills.
  • Strong communication skills with the ability to present information clearly and effectively.
  • Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy.

Salary : $120,000 - $175,000

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