Corporate FP&A Associate Job at Wiz (New York City)

Corporate FP&A Lead Analyst

The lead analyst within the Corporate FP&A – Performance Management team is a se...

Location

Costa Rica , Heredia

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
strong technical skill set with experience in Tableau, Excel, and PPT with OneStream experience preferred
excellent verbal and written communication skills
advanced English
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred

Job Responsibility

Lead the development of Tableau dashboards for ongoing reporting needs to senior management
execute analysis of annual 3-year Strategic/Operating Plans, QMMF, Outlook and Weekly R&O in partnership with Corporate EDS, Business Segment FP&A and Expense teams
create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
become proficient in OneStream and own processes associated with updating quarterly deliverables and running financial models
prepare presentations and analysis for the team supporting the CFO
develop and maintain relationships with key partners and senior management to influence behavior and decision making
has the ability to operate with a limited level of direct supervision
can exercise independence of judgement and autonomy
acts as SME to senior stakeholders and/or other team members
appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Corporate Finance, Strategic Finance - Associate / Assistant Vice President

iCapital is looking to hire a Strategic Finance professional to join the Corpora...

Location

United States , New York

Salary:

95000.00 - 140000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

2-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred
Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
Advanced degree and/or credentials desired, such as MBA, CPA, CFA
Advanced skills in Excel and PowerPoint
Strong organizational planning, quantitative modeling, and problem-solving skills
strategic and creative thinking
Able to manage large sets of data and be able to implement checks and balances
Excellent verbal and written communication skills

Job Responsibility

Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses
Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail
Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads
Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts
Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance
Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results
Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department
Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports
Identify and remediate process gaps and implement effective internal controls
improve documentation of internal control processes

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Financial Planning and Analysis Associate

iCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate t...

Location

United States , New York

Salary:

80000.00 - 110000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

2-4 years of FP&A, corporate finance, management consulting or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm
Advanced degree and/or credentials desired, such as MBA, CPA, CFA
Advanced skills in Excel and PowerPoint
Strong organizational, planning, quantitative modeling, and problem-solving skills
strategic and creative thinking
Able to manage large sets of data and implement checks and balances
Excellent verbal and written communication skills
Detailed oriented with big picture capability

Job Responsibility

Support the budgeting and forecasting of the firm’s consolidated key financial performance indicators
Assist in preparation of the company’s annual budget process across key financial performance indicators
Develop key financial and performance metrics dashboards with detailed analytics for the Management Committee, Board of Directors, and Business Leads
Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance
Partner with line of business FP&A teams and sales to develop monthly analysis and insights into variances between budget vs. actual results, client analytics and forecasts
Perform sales analytics to support the business development and growth of the firm globally
Support the end-to-end preparation of monthly management and quarterly board reporting packages
Identify and remediate process gaps and implement effective internal controls
improve documentation of internal control processes
Assist in completing special projects as needed, such as implementation of new software, platform reporting automation, and financial planning and analysis tools

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Associate Financial Analyst, Cloud Computing & AI Platform

Replit is the agentic software creation platform that enables anyone to build ap...

Location

United States , Foster City

Salary:

100000.00 - 130000.00 USD / Year

Replit

Expiration Date

Until further notice

Requirements

1-3 years of experience in corporate finance, FP&A, or related analytical roles
Experience with financial planning tools (e.g., Adaptive, Pigment, Abacum)
Familiarity with cloud infrastructure or software business models
Prior exposure to FP&A or corporate finance functions
Prior experience reporting, analyzing and forecasting cloud computing expenses
Strong Excel/Google Sheets skills and experience building financial models
Solid understanding of financial statements (P&L, balance sheet, cash flow)
Analytical mindset with ability to interpret data and surface actionable insights
Clear written and verbal communication skills—you can explain financial concepts to non-finance stakeholders
Collaborative approach and ability to work effectively with cross-functional teams

Job Responsibility

Support financial planning and budgeting processes, including annual operating plans and quarterly forecasts
Assist with monthly financial close and reporting, delivering insights on revenue, expenses, and key business metrics to leadership
Perform monthly budget vs. actuals (BvA) analysis, identifying key variance drivers and partnering with business stakeholders to refine forecasts and improve planning accuracy
Support financial planning and budgeting processes related to our cloud infrastructure, including costs of compute, storage, LLM hosting and networking
Help manage headcount planning and workforce analytics, tracking hiring plans against budget and analyzing department-level staffing trends
Build and maintain financial models for budgeting, headcount scenarios, and operational expense analysis
Partner with department heads to track spending against budget and identify opportunities for cost optimization
Support infrastructure and compute spend analysis, working with Engineering to monitor cloud costs and efficiency metrics
Contribute to board materials and executive presentations, preparing financial summaries and performance dashboards
Help establish and track financial KPIs and efficiency metrics across the organization

What we offer

Competitive Salary & Equity
401(k) Program with a 4% match
Health, Dental, Vision and Life Insurance
Short Term and Long Term Disability
Paid Parental, Medical, Caregiver Leave
Commuter Benefits
Monthly Wellness Stipend
Autonomous Work Environment
In Office Set-Up Reimbursement
Flexible Time Off (FTO) + Holidays

Fulltime

Senior Associate - Corporate Advisory

Our client, a growing finance advisory firm, is seeking a Senior Associate to ac...

Location

United States , New York

Salary:

100000.00 - 150000.00 USD / Year

Career Movement

Expiration Date

Until further notice

Requirements

5+ years of experience across finance, FP&A, accounting, or advisory roles
Strong GAAP knowledge and financial modeling experience
Confident communicator with executive-level presence
Comfortable working in fast-moving, ambiguous environments
CPA preferred

Job Responsibility

Serve as a day-to-day finance lead for multiple client engagements
Build and maintain financial models, budgets, forecasts, and key metrics
Oversee monthly close activities and ensure accurate GAAP-based reporting
Advise on cash management, board reporting, and fundraising support
Improve finance operations, processes, and systems as clients scale
Manage projects independently and coordinate internal and external teams

Fp&a associate

This person will be responsible to providing assistance to the Financial Plannin...

Location

United States , West Palm Beach

Salary:

100000.00 - 115000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

Undergraduate degree required
3-5 years of work experience in Finance and or/Accounting
Must have advanced Excel Modeling skills
Must have strong experience with MS PowerPoint

Job Responsibility

Assist in creating monthly, quarterly, and annual management reporting packages
Manage the cash flow model which is used to track actual and forecasted development costs, determine the sources of funding for each project, and manage the cash available
Prepare monthly submissions of consolidated platform level P&L / cash flow projections for Corporate FP&A, communicate budget vs. actual variances and changes in forecasting assumptions
Assist in compiling consolidated annual budgets (develop templates, assumptions, analyses and reports), forecasts (templates and set frequency and levels of detail), and performance management (development of key performance indicators, setting of target, and analysis/reporting)
Manage monthly capital call preparation and presentation to internal management and external partners
Assist in the development of portfolio level financial models, reports, graphs, metrics and other analysis

Senior Financial Analyst, Corporate Development & M&A

This is not a traditional FP&A role. As a Senior Financial Analyst, Corporate De...

Location

United States

Salary:

116864.00 - 140270.00 USD / Year

Babylist

Expiration Date

Until further notice

Requirements

2–5 years in investment banking (analyst or associate level), private equity, or corporate development, with experience supporting live deals
Expert-level financial modeling skills, including three-statement operating models, DCF valuations, comps, and return analyses—built in real deal contexts
Comfortable modeling with limited information—you can build a logical framework, make defensible assumptions, and explain them clearly to cross-functional stakeholders
Strong conceptual thinker—you can model a marketplace vs. direct ecommerce vs. SaaS business and understand how monetization flows through financials
Polished communicator—your models, memos, and presentations reflect the rigor expected in banking or PE, with zero tolerance for formatting errors or sloppy logic
Capable of distilling complexity into clarity—you can turn a 50-tab spreadsheet into a two-page executive summary that leads with the insight
Detail-oriented and process-aware—you can manage multiple timelines, track diligence tasks, and keep cross-functional teams aligned
Proficient in Microsoft Excel, Google Sheets, Docs, and Slides, with strong judgment about what details to surface (and what to cut) when communicating upward

Job Responsibility

Evaluate potential acquisition targets, supporting initial screening, market research, and fit assessment
Build and maintain financial models, including three-statement forecasts, DCFs, public/transaction comps, and deal return scenarios
Draft investment memos that clearly communicate strategic rationale, financial upside, risks, and integration considerations
Maintain a M&A pipeline tracker, logging progress and preparing targets for internal discussion
Coordinate diligence workstreams across legal, finance, ops, and product—tracking open items and managing timelines
Create executive-ready readouts summarizing deal status, key findings, and next steps
Support materials for active financings: investor presentations, FAQs, and business metric deep dives (LTV/CAC, cohort retention, funnel conversion, etc.)
Help maintain and prepare data room materials—ensuring accuracy, consistency, and readiness for diligence
Partner with leadership on strategic messaging for investor-facing materials
Provide analytical support on high-priority initiatives (e.g., scenario planning, business case modeling, board prep)

What we offer

Competitive salary with equity and bonus opportunities
Company-paid medical, dental, and vision insurance
Retirement savings plan with company matching and flexible spending accounts
Generous paid parental leave and PTO
Remote work stipend to set up your office
Perks for physical, mental, and emotional health, parenting, childcare, and financial planning

Fulltime

Corporate FP&A Lead Analyst

The lead analyst within the Corporate FP&A – Performance Management team is a se...

Location

Costa Rica , Heredia

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Strong technical skill set with experience in Tableau, Excel and PPT
OneStream experience preferred
Excellent verbal and written communication skills
Advanced English
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred

Job Responsibility

Lead the development of Tableau dashboards for ongoing reporting needs to senior management
Execute analysis of annual 3-year Strategic/Operating Plans, QMMF, Outlook and Weekly R&O in partnership with Corporate EDS, Business Segment FP&A and Expense teams
Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Become proficient in OneStream and own processes associated with updating quarterly deliverables and running financial models
Prepare presentations and analysis for the team supporting the CFO
Develop and maintain relationships with key partners and senior management to influence behavior and decision making
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Corporate FP&A Associate

Wiz

Location:
United States , New York City ▼
Washington D.C.

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 05, 2026

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Job Posted:January 05, 2026

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