Financial Analyst

Finance Business Partner Lead – Voice Broking Business Global Financial Firm NYC – Downtown Up to 165K base + bonus Hybrid role, onsite 3 days Job Summary: Global Brokerage Firm is seeking Lead Financial Analyst with expertise in FP&A and Commercial Finance for their Voice Broking business which is part of larger E-Trading business. You’ll be a senior IC in this role with ownership and leadership of your function for America’s region as part of a global team, but will not have direct reports. This will be a highly strategic and visible role with excellent advancement opportunity, working directly with SMD’s and C-Level Business Stakeholders. You’ll be responsible for monthly financial statement reporting. You’ll also be responsible for performing and presenting PNL modeling, Volume Pricing Analysis and Scenario Analysis to provide deeper insights. You’ll support front office managers to develop & assess new opportunities and manage existing businesses in a manner consistent with the firm’s long-term strategic objectives. You’ll perform financial analysis as requested by senior management, including regular performance commentary, producing models, synthesizing conclusions and developing recommendations. Prepare insightful packs for management committees and strategy discussions. Plan, review and deliver the financials for budget and forecasts in partnership with finance and business management. Hybrid role, onsite 4 days to start, then moving to 3 days per week, downtown NYC. Must have:
Expertise in FP&A – Monthly Financial Statement reporting complete with PNL Modeling, Volume Pricing Analysis, Scenario Analysis, etc.
Knowledge of Commercial Finance.
Ability to translate complex data into actionable insights for senior leadership.
Experience managing high-profile projects and strategic initiatives with cross-functional stakeholders.
Excellent understanding of business performance metrics, P&L analysis, and resource allocation strategies.
Experience in Equities or other trading/brokerage business is a plus. Job Description: Our Management Information Division (MID) provides financial analysis and transactional support to the firm’s leadership, aiding decision-making on business performance, corporate development, acquisitions, and resource allocation. MID also oversees key strategic internal projects, working closely with the Executive Committee to shape and implement the firm’s long-term business strategy. As Regional Divisional Head (AMER Region), you will be responsible for delivering quantitative analysis and financial recommendations on a variety of initiatives, including ongoing business performance and strategic projects. This role requires a high degree of autonomy, flexibility and leadership, as you will need to manage multiple complex projects, maintain close interaction with senior stakeholders and overseeing and developing a team. You will collaborate extensively with front-office teams, Finance, Legal, HR, and Operations, ensuring alignment with our global objectives and policies. Responsibilities
Lead and oversee the MID function across the region, ensuring alignment with global initiatives.
Manage and develop team members, providing strategic guidance, setting stretch objectives and foster professional development.
Performing ad hoc financial analysis as requested by senior management (Regional and Global Business Lead, Senior Management Directors and Divisional CFO), including regular performance commentary, producing models, synthesizing conclusions and developing recommendations.
Prepare insightful packs for management committees and strategy discussions.
Plan, review and deliver the financials for budget and forecasts in partnership with finance and business management.
Support front office managers develop & assess new opportunities and manage existing businesses in a manner that is consistent with the firm’s long-term strategic objectives and maintaining a firm first mindset.
Put in place and deliver strong controls across the MID deliveries ensuring a high level of accuracy and challenge are maintained. Perform reviews of key outputs and provide feedback.
Support management in all aspects of corporate investment opportunities, including new hires, acquisitions, valuation, due diligence, execution, and post-merger integration.
Provide strategic support to front-office managers, helping them develop and optimize business opportunities.
Conduct market and competitive analysis, assessing trends, client activity, new product offerings, and cost structures.
Drive process improvements, implementing initiatives to enhance efficiency and decision-making.
Prepare and maintain financial reporting schedules, ensuring data integrity and transparency. Requirements:
Educated to degree level or equivalent in a relevant discipline.
Proven experience in a financial analysis, strategy, or corporate development role within financial services.
Demonstrated financial modelling and valuation skills, with expertise in Excel and financial reporting tools.
Ability to translate complex data into actionable insights for senior leadership.
Experience managing high-profile projects and strategic initiatives with cross-functional stakeholders.
Excellent understanding of business performance metrics, P&L analysis, and resource allocation strategies.
Exceptional communication skills with the ability to present findings and recommendations to senior executives.
Proven experience building and developing high performance teams.
Ability to influence, collaborate and deliver in a high-pressure, fast-paced environment while managing multiple priorities. Desired:
Professional certification such as CFA, ACA, ACCA, CIMA or CPA.
Experience in M&A transactions, including valuation and post-merger integration.
Passionate about data and analytics, with a commitment to driving insights that inform decision-making.
Exposure to technical finance or regulatory frameworks.
Familiarity with industry trends, regulatory considerations, and financial market structures.
Familiarity with Oracle, OneStream, PowerBI or QlikSense to facilitate data interrogation and reporting.
5+ years of finance experience, with at least 2 years working across global entities and collaborating with regional and offshore teams.
Prior experience in a global financial institution with exposure to the region’s financial markets across all asset classes and derivative products.