Senior Associate, Special Projects & Analytics

Posted 9 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
135K-155K Annually
Senior level
Fintech • Software • Financial Services
The Role
Supports special projects from scoping through delivery, including workplans, financial models, scenario analyses, research, due diligence, benchmarking, and leadership-ready recommendations. Collaborates cross-functionally with Finance, Operations, and Philanthropies while tracking deliverables, documenting methodologies, and improving analytical tools and processes.
Summary Generated by Built In

Key Responsibilities

Special Projects Support

  • Support execution of special projects from initial scoping through analysis and delivery.
  • Assist in structuring project workplans, timelines, and deliverables.
  • Contribute to initiatives spanning strategy, operations, financial analysis, and organizational insight.

Analytics & Financial Analysis

  • Build and maintain financial models, analytical tools, and scenario analyses.
  • Analyze complex data sets to identify trends, risks, and opportunities.
  • Support preparation of decision‑ready analysis for leadership and stakeholders.

Research & Insight Development

  • Conduct qualitative and quantitative research to inform strategic recommendations.
  • Synthesize findings into clear summaries, presentations, and supporting materials.
  • Assist with due diligence, benchmarking, and business case development.

Cross‑Functional Collaboration

  • Partner with teams across Finance, Operations, and Philanthropies to gather inputs and validate analyses.
  • Coordinate with internal stakeholders to ensure alignment and timely delivery of project outputs.
  • Support communication and tracking of deliverables across multiple concurrent projects.

Execution & Process Support

  • Ensure accuracy, consistency, and quality across analytical outputs.
  • Support documentation of methodologies, assumptions, and project learnings.
  • Contribute to ongoing improvements in analytical tools, templates, and project processes.

Qualifications

Education

  • Bachelor’s degree in Finance, Economics, Business, Analytics, Public Policy, or a related field required.

Experience

  • 4–7+ years of relevant experience in analytics, finance, strategy, consulting, or a related discipline.
  • Experience supporting complex, analytical, or cross‑functional projects preferred.
  • Exposure to professional services, philanthropy, or nonprofit environments a plus.

The base salary range for this position is:

$135,000 - 155,000

Base pay offered may vary depending on job-related knowledge, skills, and experience. The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.

Skills Required

  • Bachelor's degree in Finance, Economics, Business, Analytics, Public Policy, or a related field
  • 4-7+ years of relevant experience in analytics, finance, strategy, consulting, or a related discipline
  • Experience supporting complex, analytical, or cross-functional projects
  • Exposure to professional services, philanthropy, or nonprofit environments
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The Company
HQ: New York, New York
374 Employees
Year Founded: 1984

What We Do

Geller provides financial services and strategic advisory to private companies and not-for-profit organizations. Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors.

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