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Principal Financial Analyst

Job in New York, New York County, New York, 10261, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-07-27
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Corporate Finance, Senior Financial Analyst
Salary/Wage Range or Industry Benchmark: 140000 - 190000 USD Yearly USD 140000.00 190000.00 YEAR
Job Description & How to Apply Below
Location: New York

Who you are

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • MBA, CPA, CFA, or similar advanced credential preferred
  • 7+ years of progressive experience in Finance, Accounting, FP&A, or related analytical role
  • Significant experience with financial analysis, forecasting, budgeting, planning, and financial modeling
  • Experience preparing materials and insights for senior leadership
  • Experience with financial systems, planning tools, and ERP/reporting platforms preferred
  • Knowledge of GAAP, internal controls, and financial statement relationships preferred
  • Expert-level financial modeling and analytical skills
  • Advanced Microsoft Excel skills; strong PowerPoint and executive presentation skills
  • Ability to synthesize complex data into clear insights, recommendations, and business narratives
  • Strong business acumen and ability to connect financial results to operational drivers
  • Strong stakeholder management and communication skills
  • Ability to lead through influence without direct authority
  • High intellectual curiosity, sound judgment, and strong problem-solving skills
  • Ability to manage ambiguity, prioritize effectively, and deliver high-quality work under tight timelines
What the job involves
  • The Principal Financial Analyst, FP&A is a senior individual contributor responsible for leading complex financial analysis, modeling, forecasting, and decision-support activities
  • This role serves as an FP&A subject matter expert for assigned areas and partners with Finance leadership and cross-functional stakeholders to evaluate performance, identify risks and opportunities, and support strategic decision-making
  • The Principal Financial Analyst leads high-impact analytical work streams, improves FP&A processes, and provides informal leadership and mentorship to other analysts
  • Lead complex financial modeling, scenario analysis, and decision-support work for assigned areas or enterprise-level initiatives
  • Own high-visibility FP&A deliverables, including management reporting, forecast analysis, operating reviews, and executive-ready materials
  • Develop and maintain driver-based models for forecasting, budgeting, long-range planning, and performance management
  • Analyze financial results, operating metrics, business trends, and key performance indicators to identify actionable insights
  • Partner with Finance leadership and cross-functional stakeholders to evaluate business performance, investment decisions, resource allocation, and strategic initiatives
  • Lead annual planning and recurring forecast processes for assigned areas, including assumption review, variance analysis, and risk/opportunity assessment
  • Support full financial statement forecasting, including P&L, balance sheet, cash flow, and covenant-related analysis as needed
  • Review and improve reporting packages, models, templates, and analytical standards to ensure consistency and quality
  • Mentor analysts and provide guidance on modeling, reporting, variance analysis, and business communication
  • Partner with Accounting and Finance teams on close-related analysis, accrual review, and forecast-to-actual performance
  • Identify and lead process improvements that strengthen planning accuracy, reporting efficiency, data quality, and financial insight
  • Support financial systems, reporting automation, and data transformation initiatives
Benefits
  • Culture and benefits built around work-life balance
  • Extensive resources to support physical and mental health
  • Employee assistance program
  • Generous retirement plans
  • Incentives for referring new colleagues
  • Learning, training and mentoring programs
  • Cross-functional projects
  • Stretch assignments to help you progress
  • Receive feedback and earn bonuses from peers & managers
  • Employee bonding activities
  • ESG and charitable team initiatives
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