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senior financial analyst Jobs in New York

senior financial analyst

analyst finance and operations

Book of the Month

<div>The Finance and Accounting function oversees all of the financial operations for Book of the Month, including financial reporting, planning and analysis, as well as accounting and treasury operations. The team is also responsible for certain operational planning including demand forecasting and inventory planning. 
 
This individual will contribute by working across financial and operational planning and analysis projects ensuring our forecasts are updated and accurate for use across the organization. 
What you will do&hellip;<ul><li>
Collaborate cross-functionally to forecast and anticipate inventory and demand planning requirements for membership, books, paper, non-book inventory, and new product launches.</li><li>
Update financial forecasts including monitoring the assumptions that go into the broader financial models across the company.</li><li>
Work with the Controller and Manager, FP&amp;A to close the month and update the monthly financial reports.</li><li>
Update and monitor our daily demand forecast across multiple monthly cycles to optimize stock levels, reduce obsolescence, inform labor planning, and support service level goals.</li><li>
Work with the SVP and Manager, FP&amp;A to do research, modeling and analysis associated with corporate and business development opportunities.</li><li>
Provide support for ad-hoc analysis across the company.</li></ul> 
About you&hellip;<ul><li>
1 - 3 years of professional experience in finance, accounting, financial planning, investment banking, consulting, data or analytics, or another role requiring quantitative analysis and problem solving.</li><li>
Bachelor&rsquo;s degree in finance, accounting, business, operations, data, or math strongly preferred.</li><li>
Can read, interpret and analyze data well.</li><li>
Proactive and resourceful, thrives working in a fast-paced environment and highly organized with great attention to detail.</li><li>
Strong communication skills, both verbal and written and a proven ability to work in a highly collaborative and dynamic environment.</li><li>
Interested in commercial fiction and/or ecommerce.</li><li>
Strong technical skills.</li><li>
Proficiency in Excel and / or Google Sheets required.</li><li>
Experience building reports and dashboards in a BI tool is a plus.</li></ul><div> 
Salary range: $75,000 - $115,000</div>
ioSLa60N18</div>

Analyst, Finance and Operations

VX SERVICES

<div>About Us:

VaynerX (http://vaynerx.com) is the most contemporary family of companies, working together to build and grow brands. Subsidiaries include VaynerMedia, Eva Nosidam Productions, The Sasha Group, Gallery Media Group, Tingley Lane Trading, VaynerSpeakers, and VaynerCommerce. 


About Vayner Media

VaynerMedia is a contemporary global creative and media agency with an expertise in driving relevance for clients and delivering impactful business results. The independently-owned company was founded in 2009 by Gary Vaynerchuk, and has offices in New York, Los Angeles, Toronto, Mexico City, London, Amsterdam, Singapore, Delhi, Kuala Lumpur, Bangkok, Tokyo, and Sydney. VaynerMedia has been recognized for its work at Cannes Lions, the Clio Awards and The Webby Awards. It is part of the VaynerX family of companies. 


Commercial Finance Analyst 
Location: New York, NY (Hybrid &ndash; 2&ndash;3 days in office) 

About the Role 
We are looking for a detail-oriented and analytical Commercial Finance Analyst to join our 
Commercial Finance team in New York. 
This opportunity is ideal for someone early in their finance career who is eager to learn, 
develop strong financial operations skills, 
and work cross-functionally with teams across the business. 
In this role, you will support financial operations and reporting for the VaynerMedia New 
York region and EVA-related workstreams, 
helping ensure financial processes run smoothly while contributing to budgeting, revenue 
analysis, and operational finance activities. 
This role offers strong exposure to commercial finance, financial reporting, and operational 
decision-making within a collaborative environment. 

What You'll Do: 
 Support financial operations and reporting across the New York commercial finance 
team 
 Assist with budget tracking, forecasting support, and financial analysis 
 Support the monthly close process 
 Work with the Shared Services team to assist in managing and tracking the invoicing 
process and ensuring clients pay accurately and on time 
 Analyze budgets, costs, and financial performance metrics 
 Work cross-functionally with Client Services, Project Management, Accounting, and 
Finance teams 
 Maintain financial data and reporting within tools such as Excel/Google Sheets and ERP 
systems such as NetSuite, SAP, or Oracle NetSuite 

What We're Looking For: 
 0&ndash;2 years of experience in commercial finance, finance, accounting, financial operations, 
or another finance-oriented role 
 Bachelor's degree in Finance, Accounting, Economics, Business, Communications, or a 
related field 
 Strong Excel or Google Sheets skills 
 Strong analytical and problem-solving ability 
 Highly detail-oriented and organized 
 Strong communication and collaboration skills 
 A proactive go getter mindset with a desire to learn 


Highly organized, highly motivated, goal and detail-oriented self-starter who is looking to jump in and embrace the Commercial Finance team structure and responsibilities.

The task at hand:
<ul>
<li>Work with the following Departments to understand business priorities and portfolio-specific financial needs: Financial Operations and cross-functional partnership with Shared Services (A/P and A/R), Accounting, Client Services and Project Management</li>
<li>Liaison with the Shared Services (A/R) team, working closely with direct oversight to track the invoicing process using Netsuite (ERP), from invoice creation to ensuring Client's payments occur timely and accurately while maintaining a strong Client relationship</li>
<li>Coordinate with Shared Services &amp; Treasury to follow-up &amp; analyze overdue A/R</li>
<li>Responsible for preparing monthly revenue recognition, including coordination with Accounting as part of the monthly closing process</li>
<li>Provide support to the Financial Operations Lead throughout the monthly close, including ensuring all monthly invoicing has been completed and tracked to support revenue recognition</li>
<li>Responsible for Purchase Order (PO) approval</li>
<li>Coordinate with Shared Services (A/P) to ensure payment has been made to our vendors and the relevant PO process has been followed</li>
<li>Participate in project wrap meetings, when applicable, to provide context and ensure projects can be fully closed out (impacts revenue, accounts receivable, accounts payable and WIP releases)</li>
<li>Understand and review budgets and scope of works (SOWs) to ensure financial invoicing details and payment terms are accurate</li>
<li>Ad hoc projects: budget analysis, agency costs, exposure to forecasting &amp; staff cost tracking</li>
</ul>
The ideal candidate has:
<ul>
<li>2-4 years of work within an agency or business service environment in a Financial Operations, Client Finance or Accounting</li>
<li>Bachelor's degree in Finance or Accounting or related field</li>
<li>Ability to demonstrate strong project management skills, including the ability to multitask and prioritize tasks and responsibilities</li>
<li>Experience with Netsuite (or a similar commercial ERP required)</li>
<li>Experience with NSPB (or similar planning tools) considered a plus</li>
<li>Strong working knowledge of MS Excel and Google Sheets (pivot tables and Vlookups will be your best friends).</li>
<li>Strong ability to partner with cross-functional teams and address business concerns in a diplomatic fashion</li>
<li>Excellent verbal and written communication skills</li>
<li>Ability to work both independently, and as part of a team while thriving in a fast-paced, high-pressure environment</li></ul></div>

Commercial Finance Analyst

Social Capital Resources

<div>
 
 
 Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting &amp; Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position!
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio
 </li>
 <li>
 Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence
 </li>
 <li>
 Ensuring compliance, risk management, and internal controls
 </li>
 <li>
 Perform Know Your Customer (KYC) due diligence in compliance with bank requirements
 </li>
 <li>
 Function as a deal-closing coordinator and prepare necessary paperwork
 </li>
 <li>
 Assist relationship managers in credit analysis tasks
 </li>
 <li>
 Prepare KYC reviews and reports
 </li>
 <li>
 Assist portfolio manager in portfolio-level monitoring
 </li>
 <li>
 Assisting with Post Disbursement Management
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree
 </li>
 <li>
 Strong credit, financial analysis, quantitative, and analytical skills
 </li>
 <li>
 Experience in credit reasoning, credit writing, and financial modeling
 </li>
 <li>
 Experience in KYC due diligence and banking operations
 </li>
 <li>
 Prior banking experience, ideally in a commercial bank
 </li>
 <li>
 1-5 years experience with Project Finance
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 </ul>
</div>

Underwriting & Portfolio Analyst (Project Finance)

Sumitomo Mitsui Trust Bank Limited New York Branch

<div>
 
 
 This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week.
 
 
 
 
 
 
 This is an entry-level credit analyst role for Assistant Officer level candidates.
 
 
 
 
 
 
 About the Bank
 
 
 
 
 Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.
 
 
 
 
 
 
 
 Department Overview
 
 
 
 The Americas Division (&ldquo;AD&rdquo;) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (&ldquo;SMTBNY&rdquo;) to perform corporate functions and supervise U.S. entities. Established under the AD are the &ldquo;Global Banking Unit (&ldquo;GBU&rdquo;), Americas Division&rdquo; and &ldquo;Global Markets Unit (&ldquo;GMU&rdquo;), Americas Division&rdquo; which performs business functions. The Specialty Finance Department (&ldquo;SFD&rdquo;) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance and Aviation.
 
 
 
 
 
 
 Your Role Overview:
 
 
 
 Responsible for credit evaluation and deal maintenance for Trade &amp; Commodity Finance and Aviation. The analyst would be involved in all facets of this team&rsquo;s coverage, with a focus on underwriting and monitoring activities, with exposure to origination and structuring activities.
 
 
 
 
 
 
 Your Duties and Responsibilities
 
 
 <ol>
 <li>
 Reviews potential assets in assigned products/industries, prepares detailed credit memos and credit applications and makes investment recommendations, based upon a comprehensive financial and qualitative analysis.
 </li>
 <li>
 Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
 </li>
 <li>
 Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity.
 </li>
 <li>
 Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities.
 </li>
 <li>
 Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated.
 </li>
 <li>
 May support deal structuring activities.
 </li>
 <li>
 Performs other duties and responsibilities as assigned by management.
 </li>
 </ol>
 
 
 
 
 
 Your Qualifications:
 
 
 <ol>
 <li>
 Bachelor&rsquo;s degree in Finance or Economics or equivalent with 0-2 years related experience.
 </li>
 <li>
 Good knowledge of finance and basic accounting.
 </li>
 <li>
 Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies.
 </li>
 <li>
 Basic knowledge of corporate finance transactions.
 </li>
 <li>
 Basic knowledge of loan markets.
 </li>
 <li>
 Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities.
 </li>
 <li>
 Excellent oral and written communication skills.
 </li>
 </ol>
 
 
 
 
 
 
 
 
 Why you should join SuMi Trust:
 
 
 
 
 SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.
 
 
 <ul>
 <li>
 
 The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
 
 </li>
 <li>
 
 We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.
 
 </li>
 </ul>
 
 Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny
 
 
 
 
 
 
 
 
 We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application
 
 
 
 
</div>

Credit Analyst - Specialty Finance

Garan Incorporated

<div>About This Opportunity
The Junior Financial Operations Analyst provides general accounting/financial analysis for the Operations and Divisional Control team. This position is cross-functional, working in tandem with sales, design, planning, sourcing, production, engineering, manufacturing, and corporate accounting teams.
Responsibilities include, but not limited to:
<ul><li>Assist in sourcing meetings and price negotiations</li><li>
Review, compile and reconcile product costing</li><li>
Maintain financial matrices (raw material pricing, purchasing records, expenses, etc.)</li><li>
Assist senior management in making accurate pricing and strategic business decisions</li><li>
Review invoices/expenses for accuracy and investigate any discrepancies</li><li>
Report generation, including but not limited to, sales/shipping forecasts, inventory analysis, production allocation</li><li>
Assist with operational oversight and issue resolution between production teams and manufacturing partners</li><li>
Travel and expense audit and approval</li></ul>
Qualifications:
<ul><li>Entry-level to 3 years in operations, finance, and/or accounting</li><li>
Excellent verbal communication and writing skills (including contact with Executive and Senior Leadership as well as supply chain partners)</li><li>
Ability to demonstrate strong analytical, conceptual, and problem-solving skills</li><li>
Strategic and proactive thinker</li><li>
Strong organizational, multi-tasking, and prioritization skills a must</li><li>
Must be a team player, but also have the ability to operate independently</li><li>
Highly proficient in Microsoft Excel (Pivot tables, Vlookup, Sumif, etc.)</li><li>
Simparel and/or PLM system knowledge a plus</li><li>
4-year college degree required (Finance, accounting, and/or supply chain management preferred)</li><li>
Ability to protect confidential/proprietary information</li></ul>
Rate: $70,000 - $80,000</div>

Junior Financial Operations Analyst

Con Edison

<div>Overview
The Senior Analyst will take a lead role in partnering with Manhattan Electric Operations to develop, track, and manage operational and financial plan. The Senior Analyst will also identify improvement opportunities through data-led analyses and influence customers to implement the opportunities.
Responsibilities
Core Responsibilities<ul><li>
Partner with customers to develop budget (including entering information into Oracle) and provide historical data to help justify work plans.</li><li>
Develop budget presentation materials for senior management.</li><li>
Support financial forecasting processes with analyses using relevant systems and tools (including entering forecast information into relevant system).</li><li>
Attend key customer meetings, communicate monthly performance to customers, and provide customers with recommendations for improvement.</li><li>
Provide monthly variance analysis and commentary, including corrective action plans.</li><li>
Facilitate annual capital optimization and governance processes (including preparation of governance meeting materials).</li><li>
Identify opportunities to create value-added analyses to support customers in decision making.</li><li>
Perform ongoing analysis of accrual submissions of all types along with associated payments.</li><li>
Assist in rate case filing and regulatory reporting and help prepare relevant documentation.</li><li>
Provide training to customers and internal staff on key processes, systems, and financial acumen.</li></ul>
Qualifications
Required Education/Experience<ul><li>
Bachelor's Degree and 3 years of relevant work experience.</li></ul>
Preferred Education/Experience<ul><li>
Bachelor's Degree in Business, Economics, Accounting, Finance, Engineering, or related field and 3 years of relevant work experience</li><li>
Master's Degree in Business, Economics, Accounting, Finance, Engineering, or related field and 2 years of relevant work experience.</li></ul>
Relevant Work Experience<ul><li>
At least 3 years of Financial Planning &amp; Analysis related experience, required.</li><li>
Demonstrated strong quantitative and presentation skills, required.</li><li>
Understanding of ConEds business (e.g., services provided, current events) and FP&amp;A function (e.g., objective, role, deliverables), required.</li><li>
Proficient use of Microsoft Office and budgeting tools (e.g., Oracle, SAP), required.</li><li>
Understanding of accounting principles (e.g., income statement, balance sheet), required.</li><li>
Demonstrated critical thinking capabilities and proactive qualities, required.</li><li>
Strong verbal, written, and presentation skills, required.</li><li>
Demonstrated ability to influence decision making, required.</li><li>
Operations experience, preferred.</li><li>
Familiarity with data visualization and analytics tools (e.g., Tableau, Power BI, Alteryx), preferred.</li><li>
Familiarity with work management systems (e.g., Logica, Maximo), preferred.</li></ul>
Licenses and Certifications<ul><li>
Driver's License Required</li></ul>
Additional Physical Demands<ul><li>
The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays.</li><li>
Must be able and willing to travel within Company service territory, as needed.</li><li>
Must be able to respond to Company emergencies by performing a System Emergency Assignment to restore service to our customers.</li></ul></div>

Senior Analyst - FP&A Electric Operations Manhattan

Gabriel&Co

Business Intelligence AnalystGabriel &amp; Co. is seeking a highly organized and analytically driven Business Intelligence (BI) Analyst to support cross-functional performance reporting and KPI visibility across the organization. Reporting directly to the Chief of Staff, this role will partner with department leaders across Sales, Marketing, Merchandising, Finance, Operations, Customer Service, and Digital to ensure business-critical KPIs are consistently tracked, updated on time, and communicated through compelling dashboards and reporting cadences.This is an exciting opportunity for a hands-on, entrepreneurial self-starter who thrives in a fast-paced environment,. The BI Analyst will play a highly cross-functional role with direct exposure to leadership decision-making and the chance to shape how the company measures performance at scale. This role will also work closely with Gabriel &amp; Co.&rsquo;s Technology and AI team to automate KPI collection, streamline recurring reporting, and improve accuracy, speed, and consistency across the business.Key ResponsibilitiesKPI Ownership &amp; Cross-Functional Reporting<ul><li>Partner with leaders across departments to define, track, and maintain standardized KPIs across Sales, Marketing, Merchandising, Operations, Customer Service, Digital, and Finance.</li><li>Build and maintain KPI scorecards that drive accountability and decision-making at all levels of the business.</li><li>Serve as a central point of coordination for KPI reporting across teams to ensure consistency in definitions, metrics, and data sources.</li></ul>Timely KPI Updates &amp; Data Quality<ul><li>Ensure KPI reporting is updated accurately and on schedule (daily, weekly, monthly, and quarterly depending on the business cadence).</li><li>Proactively identify gaps, inconsistencies, or delays in KPI reporting and work with teams to resolve issues quickly.</li><li>Maintain documentation of KPI definitions, reporting inputs, and source-of-truth systems to ensure long-term reliability and scalability.</li></ul>Dashboards &amp; Executive Visibility<ul><li>Design and build clear, intuitive, and visually compelling dashboards that make KPI performance easy to interpret for leadership and teams.</li><li>Translate complex operational and financial performance data into simple business insights.</li><li>Develop dashboards tailored for different audiences (executive view, department-level view, operational view).</li></ul>Automation &amp; Technology Enablement<ul><li>Partner with the Technology and AI team to automate recurring KPI reporting, reduce manual effort, and improve timeliness and accuracy.</li><li>Recommend opportunities to leverage AI, analytics tools, or workflow automation to improve reporting speed and reduce friction.</li></ul>Qualifications<ul><li>2&ndash;5 years of experience in business intelligence, analytics, reporting, FP&amp;A, operations analytics, or related roles.</li><li>Strong ability to work cross-functionally and manage multiple stakeholders and reporting requirements simultaneously.</li><li>Experience building dashboards and reporting tools (Power BI, Tableau, Looker, Excel dashboards, etc.).</li><li>Strong proficiency in Excel/Google Sheets; working knowledge of SQL is a plus.</li><li>High attention to detail and strong instincts for data quality, consistency, and accuracy.</li><li>Strong communication skills with the ability to simplify complex metrics for business audiences.</li><li>Organized, proactive, and capable of operating with high ownership and urgency.</li><li>Experience supporting KPI cadences such as weekly scorecards, monthly operating reviews, and executive dashboards.</li></ul>Equal Opportunity StatementGabriel &amp; Co. is committed to diversity and inclusivity.About Gabriel &amp; Co.The company is a globally recognized luxury fine jewelry and bridal design house headquartered in Midtown Manhattan with a growing international presence. Established in the late 1980s as a family-owned business, the brand has evolved into an award-winning industry leader known for combining innovative design with advanced technology and deep expertise in the jewelry sector. The company has been recognized as the #1 Preferred Jewelry Brand for six consecutive years by InStyle, a trusted industry source.Pay: $90,000.00 - $100,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Flextime</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid holidays</li><li>Paid sick time</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Business Intelligence Analyst

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