Strategic Finance Analyst

and the job listing Expires on February 13, 2026

The Strategic Finance Analyst, working in collaboration with and supporting the firm’s strategic initiatives, is part of the Financial Planning & Analysis (FP&A) Revenue team, focusing on developing robust multi-year financial models and enabling advanced financial analysis and reporting. This position is across the revenue and expense FP&A teams, accounting, and business practice groups to deliver actionable insights that drive growth, profitability, and operational efficiency.

You will report to the Senior Manager Strategic Finance and will be expected to present and discuss analysis to Finance leaders. The analysis will be part of Finance’s ability to directly inform strategic decisions and support the firm’s profitability initiatives.

This position is located in our Short Hills office and offers a hybrid work schedule with an on-site expectation of 2 days per week at our Short Hills location.

• Assist in developing and maintaining profitability models across business lines, regions, customers and other defined segments.
• Conduct analytics including return on investment (ROI) and margin.
• Independently create dynamic P&L and metrics reporting capabilities.
• Support multi-year financial forecasts and scenario modeling.
• Collaborate with FP&A, finance data analytics, and business units to identify growth opportunities and cost optimization strategies.
• Perform financial analysis to support pricing strategies, client profitability, and resource allocation.
• Contribute to the preparation of executive-level presentations and reports.
• Able to present and discuss analysis to Finance leadership.
• Utilize financial tools and systems to improve forecasting accuracy, delivery and decision-making.
• Leverage Excel, Power BI, and Power Query to analyze and visualize data.
• Apply AI tools including Microsoft Copilot to streamline modeling workflows, audit modeling mechanics, automate data preparation, and enhance presentations.
• Perform other duties as assigned.

• Strong analytical and quantitative skills.
• Proficiency in Microsoft Excel, including advanced financial modeling, Power BI and Power Query.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Collaborative, agile and curious mindset with an eagerness to learn.
• Some travel requirements: about 10% (Short Hills primary office with occasional travel to Reston, VA or New York City offices as requested).
• Bachelor’s Degree in Finance, Accounting, Economics, or related field.

• Master’s Degree in Finance, Finance Analytics, Financial Engineering or in a relevant discipline, such as Statistics or Engineering.

• CFA Level I or FMVA certification preferred.
• Exposure to financial planning systems and ERP tools preferred.
• Experience with SQL, Python and / or Microsoft Copilot (and Agents) preferred.
• Prior experience at a Private Equity firm or Investment Bank preferred.

• 2 years’ experience in Finance or FP&A. (Prior internship experience in private equity/investment banking may be considered in lieu of Full-Time experience depending on candidate’s other qualifications)

• Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
• Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner.
• Provide timely, accurate, and quality work product.
• Successfully meet deadlines, expectations, and perform work duties as required.
• Foster positive work relationships.
• Comply with all firm policies and practices.
• Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed.
• Ability to work under pressure and manage competing demands in a fast-paced environment.
• Perform all other duties, tasks or projects as assigned.

Our employees are expected to embrace and uphold our firm values as a…