Financial Planning & Analysis - Associate Director (NY)

Position Title: Financial Planning & Analysis - Associate Director (NY)

Entity: KBRA Holdings LLC

Employment Type: Full-Time

Location: New York, New York

Summary:

Our Finance team is seeking an enthusiastic individual specializing in FP&A to provide support during a period of rapid growth. This individual is responsible for assisting with budgeting and planning processes, financial modeling, business decision support, as well as general support for KBRA’s financial management and internal/external reporting.

The successful candidate will be responsible for managing the design and execution of scalable and dynamic deliverables, processes, and systems that address key needs of internal and external stakeholders.

About the Team:

The team plays a critical role in enabling senior management to make fast, data-driven strategic decisions through insightful analysis and reporting. The team is responsible for short/long term strategic planning, forecasting, and a variety of other analysis for the C-suite.  The team is also at the forefront of MIS transformation.

About the Job:

In this role, you will be working closely with the Head of FP&A on a diverse range of core business activities and strategic initiatives. You will assist with the company operating model, budget/forecasting process, and multiple elements of the Company’s financial reporting to key internal and external stakeholders. You will also assist in identifying financial trends, provide trend analysis, and develop deliverables for executive leadership. This includes understanding sources of change highlighting variances to forecast & budget, risk & opportunities and using insights to drive improvements for our operating model and long-range plans. This position performs critical financial analysis/reporting that provides business leaders with an understanding of key performance drivers, costs and returns of important investment initiatives for the business.

About You

You will be successful in this role if you possess:

• Have an MBA (preferred, not required)
• Have 5+ years of experience
• Have a general understanding of GAAP and accounting principles
• Have experience in and knowledge of financial planning & analysis, including management and BOD reporting, budgeting, forecasting, cash flow, and technical accounting, including consolidation & multi-currency accounting
• Have ability to effectively communicate complex financial transactions and strategies and demonstrate financial modeling knowledge/skills with strong analytical, qualitative, and problem-solving skills
• Able to collaborate across departments and levels of the organization
• Have strong interpersonal skills and team player mentality
• Have ability to effectively communicate clear and concise ideas both verbally and in writing
• Have interest in process change and automation
• Someone that enjoys tackling complex problems with an ability to solve problems through actionable strategy
• Are a self-starter with the ability to multi-task and meet strict deadlines
• Are detail-oriented, with the ability to exercise independence to achieve set goals.
• Have strong proficiency in PowerPoint and Excel (including build of financial models)
• Have a strong background/understanding of NetSuite and Salesforce (highly preferred)
• Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.

Salary Range:

The anticipated annual base salary range for this full-time position is $95,000 - $130,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.

Benefits:

• A flexible hybrid work schedule – Tuesdays, Wednesdays, Thursdays in the office
• Competitive benefits and paid time off
• Paid family and disability leave
• 401(k) plan, including employer match (100% vested)
• Educational and professional development financial assistance
• Employee referral bonus program

About Us:

KBRA is a full-service credit rating agency registered in the U.S., the EU and the UK, and is designated to provide structured finance ratings in Canada. KBRA’s ratings can be used by investors for regulatory capital purposes in multiple jurisdictions.

More Info:

KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status or any other basis prohibited by federal, state or local law.

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