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Job Description

Hybrid role in New York, NY with a publicly traded, technology-forward financial services firm. This Senior Financial Reporting and Analytics Analyst position blends financial reporting, data analytics, and reporting automation to help strengthen controls, improve data quality, and deliver clear decision-ready insights. Salary range: USD 125,000 to 150,000 per year.

Responsibilities

  • Support internal and external financial reporting activities, ensuring timely and accurate delivery of key reporting packages
  • Prepare recurring management reports, dashboards, and financial analyses to support business decision-making
  • Analyze financial and operational data to identify trends, explain variances, and deliver actionable insights
  • Work with large datasets from multiple sources to improve reporting accuracy, consistency, and transparency
  • Develop and maintain reporting tools, dashboards, and data visualizations using business intelligence and analytics platforms
  • Assist with month-end, quarter-end, and year-end reporting processes, including audit support and documentation requests
  • Partner with accounting, finance, technology, and operations teams to improve reporting processes and data quality
  • Identify opportunities for automation, reporting enhancements, and process efficiencies
  • Support system implementations, reporting initiatives, and finance transformation projects
  • Complete ad hoc analyses and special projects as needed

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, Analytics, or a related field
  • 3+ years of experience in accounting, audit, financial reporting, FP&A, finance transformation, or a related function
  • Strong understanding of financial statements, accounting principles, and reporting processes
  • Experience supporting SEC financial reporting, management reporting, and/or business analytics initiatives
  • Advanced Excel skills and experience working with large datasets
  • Familiarity with SQL, Tableau, Power BI, or other reporting and business intelligence tools (preferred)
  • Strong analytical, problem-solving, and data reconciliation skills
  • Ability to communicate findings clearly to both financial and non-financial audiences
  • Detail-oriented with strong organizational skills and the ability to manage multiple priorities
  • CPA or progress toward a CPA designation is a plus
  • Big 4 / Public Accounting background, plus Financial Services and SEC reporting experience

Tools and Technologies

  • Excel
  • SQL
  • Tableau
  • Power BI

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