Position Title: Financial Planning & Analysis - Senior Analyst / Associate (NY)Entity: KBRA Holdings LLCEmployment Type: Full-TimeLocation: New York, New YorkSummary:KBRA's Finance team is seeking a highly analytical and detail-oriented finance professional to join the Financial Planning & Analysis team during a period of continued growth. This role offers broad exposure to financial planning, forecasting, executive reporting, strategic analysis, and finance transformation initiatives, while partnering closely with business leaders to support data-driven decision-making.
About the Team:The FP&A team serves as a strategic partner to executive leadership, providing the financial insights that support planning, resource allocation, and business decision-making. The team leads short- and long-term planning, forecasting, executive reporting, and financial analysis while helping modernize the company's reporting, systems, and data capabilities.
This is an excellent opportunity for someone looking to broaden their experience beyond traditional FP&A by gaining exposure to executive decision support, strategic analysis, financial systems, and AI-enabled finance.
About YouYou will be successful in this role if you possess:- Have a bachelor's degree in Finance, Accounting, Economics, or a related field, with 2-5 years of experience in FP&A, corporate finance, accounting, or financial analysis.
- Have a general understanding of GAAP, financial statements, budgeting, forecasting, variance analysis, and familiarity with supporting integrated three-statement financial models.
- Possess strong analytical, research, financial modeling, and problem-solving skills, with experience building, integrating, validating, and reconciling financial and operational data.
- Communicate financial information clearly, collaborate effectively across departments, and manage multiple priorities and deadlines with strong attention to detail.
- Have strong proficiency in Excel and PowerPoint; experience with NetSuite, Salesforce, planning tools, or business intelligence platforms is strongly preferred.
- Interest in leveraging generative AI and modern productivity tools (e.g., ChatGPT, Microsoft Copilot) to improve research, analysis, reporting, and workflow efficiency.
- 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 $85,000 - $125,000 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
