Financial Analyst at UPSTACK in New York City Metro

Summary: UPSTACK is the leading full-service technology advisory firm, transforming how businesses design, source, implement, support, and optimize IT infrastructure. The Financial Analyst role involves supporting the organization’s financial planning, forecasting, and reporting activities, partnering closely with cross-functional teams to deliver accurate financial insights and improve financial visibility. Responsibilities: - Support the annual budgeting and quarterly forecasting processes, including variance analysis and financial commentary - Prepare monthly financial reporting packages for senior leadership, including P&L, headcount, and KPI reporting - Build and maintain financial models to support business planning, scenario analysis, and strategic investment decisions - Partner with department leaders to track spending against budget and identify financial risks and opportunities - Support long‑range financial planning and assess the financial impact of key business initiatives - Assist in the preparation of materials for the board, investors, and lenders - Identify and implement opportunities to improve, standardize, and automate financial reporting processes Required Qualifications: - Bachelor's degree in Finance, Accounting, Business, or a related field - 1–2 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role - Strong analytical and problem‑solving skills with a high level of attention to detail - Ability to communicate financial information clearly and effectively to non‑finance stakeholders - Strong organizational skills and ability to manage multiple priorities in a deadline‑driven environment Preferred Qualifications: - Advanced proficiency in Microsoft Excel (financial modeling, formulas, data analysis) - Experience with financial planning and forecasting systems (e.g., Vena, Adaptive, Anaplan) - Experience with data visualization or business intelligence tools (Power BI, Tableau) - Exposure to board, investor, or lender reporting - CPA, CFA, or MBA (preferred but not required) Required Skills: Financial planning, Financial forecasting, Financial reporting, Financial modeling, Variance analysis, Microsoft Excel, forecasting systems, Data visualization, Business intelligence tools, Analytical skills