Senior Analyst, Financial Planning & Analysis
$105k - $120k USD
This role is ideal for someone with intellectual curiosity, a strong work ethic, and highly effective communication and collaboration skills, as well as experience building financial models and presentations that clearly tell the story behind the numbers. The Senior Analyst will work closely with the broader finance function and collaborate cross-functionally as needed to support forecasting, budgeting, management reporting, and strategic decision support initiatives. This role is designed to help drive momentum on deliverables, strengthen reporting and analytical rigor, and support process improvements, with increasing ownership over time.
What You’ll Do
- Build and deliver monthly and quarterly financial reports that provide clear insights into firm and business unit performance
- Support firmwide and divisional forecasting, including revenue drivers, expense trends, and long-term initiatives
- Partner with stakeholders across finance to understand cost drivers and develop actionable forecasts
- Contribute to the annual budgeting process, including coordinating inputs and preparing materials for leadership
- Perform margin and variance analyses to uncover key drivers and communicate insights to stakeholders
- Develop and maintain financial models to support scenario planning and strategic decisions
- Improve data quality and reporting processes, including supporting data validation and system enhancements
- Contribute to process improvements and automation initiatives, including leveraging new technologies
Ideal Candidate Background
- 4+ years of experience in financial planning and analysis, consulting, investment banking, or a similar field
- Bachelor’s degree in finance, accounting, economics, or a related discipline
- Advanced Excel skills, including working with large data sets and building financial models
- Strong experience creating presentations that clearly communicate financial insights
- Experience supporting forecasting, budgeting, and long-term planning processes
- Understanding of margin and variance analysis and ability to explain performance drivers
- Familiarity with financial systems or data visualization tools such as Intacct, Adaptive, Alteryx, or Tableau is a plus
- Interest in using AI tools to enhance analysis and productivity
What We Offer
- Comprehensive medical, dental, and vision insurance
- Life and disability insurance, plus family and wellness benefits
- Mental health support, fertility benefits, and back-up childcare
- 401(k) with company matching
- Commuter benefits and wellness stipends
- Support for professional development, including tuition reimbursement
- A collaborative, high-performing, and inclusive work environment
Location: Applicants are expected to work onsite in our New York City office in accordance with our hybrid working policy.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $105,000.00- $120,000.00 together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Use of AI in the Application Process
We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.