Senior Financial Planning & Analysis Associate

Posted 2 Days Ago
Be an Early Applicant
New York, NY
100K-120K Annually
5-7 Years Experience
Fintech
The Role
The Senior Financial Planning & Analysis Associate will support FP&A activities, enhance forecasting and reporting models, prepare management presentations, collaborate on financial results analysis, and assist with executive-level presentations. The role requires strong analytical skills, attention to detail, and effective communication with senior stakeholders.
Summary Generated by Built In

Let's be #BrilliantTogether

Join our team in our New York City office supporting the Financial Planning & Analysis (FP&A) activities for ISS STOXX on a global scale. In this role, you will play a key part in developing systems and processes to guide the organization through its next growth phase and potential public listing. We are seeking a candidate with strong analytical skills who can build models, prepare presentations, and communicate effectively with senior stakeholders across the company. Attention to detail and proficiency in Excel and PowerPoint are essential. This position reports directly to the Director of FP&A and offers significant exposure to senior management, including the CFO and COO.

Key Responsibilities

  • Identify and drive initiatives to enhance and scale forecasting and reporting models.
  • Prepare monthly management reporting presentations, providing commentary on key developments.
  • Collaborate with the accounting team to analyze results versus forecasts.
  • Support monthly, quarterly, and annual planning cycles, delivering insights on past performance and future expectations.
  • Assist with executive-level presentations for Audit Committee and Shareholder meetings.
  • Develop and maintain key performance indicators (KPIs) and metrics for business segments.
  • Fulfill and manage ad-hoc requests from senior management.

Qualifications

  • Bachelor’s degree in finance or accounting required.
  • Minimum of 5 years’ experience, preferably in financial analysis.
  • Strong understanding of financial result interpretation and analysis to support strategic decision-making.
  • Experience with finance and planning processes in a larger corporate environment.
  • Ability to multi-task and prioritize workload in a fast-paced setting.
  • Strong proficiency in Microsoft Excel and PowerPoint.
  • Knowledge of major CRM systems (e.g., Salesforce, NetSuite) is a plus.
  • SAP knowledge required.
  • Hybrid work policy, based in our New York City office.

This role is only being recruited in New York City. 

Base salary: The New York City expected base pay range is $100,000 - $120,000 per year. Exact compensation may vary based on skills, experience, and level of education.

The role is bonus or sales incentive eligible.

#LI-MK1 #Associate #Finance

What you can expect from us

Our people are the moving force behind ISS Stoxx. We are dedicated to hiring the best, most talented people in our industry and empowering them with the resources and support to enhance their career, health, financial and personal well-being. 

We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace.

Let’s empower, collaborate, and inspire one another. 

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.

Visit our website: https://www.issgovernance.com

View additional open roles: https://www.issgovernance.com/join-the-iss-team/

We are proud to offer the following featured benefits 

  • Medical, Dental, and Vision coverage
  • 401(k) with a company match up to 9%, including a Safe Harbor contribution
  • Flexible Spending Account (FSA) and commuter benefit programs
  • Generous paid time off
  • Volunteer Day
  • Paid parental leave
  • Hybrid working options
  • Midtown - centrally located near Grand Central Station and Port Authority

Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. For more information, please view https://www.dol.gov/agencies/ofccp/posters.

ISS is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities. ISS prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact [email protected]. This email is created exclusively to assist disabled job seekers where disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages sent for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.

Top Skills

Excel
PowerPoint
SAP
The Company
HQ: Rockville, MD
2,115 Employees
On-site Workplace
Year Founded: 1985

What We Do

Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.

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