Analyst - Senior Analyst, Financial Planning & Analysis (AI)

Location: New York, New York, United States; onsite work is expected in the New York office under a hybrid working policy.

Salary: $90,000–$120,000 per year, plus benefits.

Company

hirify.global is a global investment firm managing more than $100 billion in assets and building investment portfolios and partnerships with entrepreneurs across sectors.

What you will do

• Support and enhance the enterprise planning platform, including model development, calculations, integrations, data management, user access, and new planning and reporting use cases.
• Build financial reports, dashboards, models, and analyses covering resourcing, profitability, cost drivers, and other business metrics.
• Manage time-tracking and allocation data flows, calculation logic, and department- and client-level allocation data.
• Develop data flows across source systems, the data warehouse, and the planning platform.
• Support monthly and quarterly reporting, forecasting, and annual budgeting by maintaining models, coordinating inputs, analyzing results, and preparing materials for senior stakeholders.
• Automate manual processes, improve data quality and controls, streamline workflows, and explore AI and emerging technologies for financial reporting and analysis.

Requirements

• 2+ years of experience in financial planning and analysis, financial systems, business intelligence, data analytics, finance transformation, or a similar analytical role.
• Strong structured problem-solving skills and the ability to translate business drivers into actionable insights.
• Strong Structured Query Language skills and experience with large, complex datasets.
• Advanced Excel skills, including data manipulation, pivot tables, formulas, charts, and financial modeling.
• Experience with financial planning, reporting, or business intelligence systems, plus the ability to learn new platforms and understand connections between systems, data, and financial processes.
• Bachelor’s degree in finance, economics, accounting, analytics, information systems, or a related field; clear communication with non-technical stakeholders is required.

Nice to have

• Experience with Pigment, Adaptive Planning, Snowflake, Hex, or similar tools.
• Familiarity with AI tools and technologies for improving productivity, workflows, and innovation.

Culture & Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance, mental health and fertility benefits, family support, and backup childcare.
• Matching 401(k) program, commuter benefits, and stipends for wellness and hybrid working arrangements.
• Support for professional certifications and designations, tuition reimbursement, and an allowance for books and coursework supplies.
• Smart-casual dress code and a collaborative environment spanning Investment Management, Human Capital, Operations, Technology, and Accounting.

Hiring process

• Interview discussions require candidates to explain their experience, contributions, judgment, and use of AI tools in their own words.