Financial Analyst - Core Product

Geller & Company New York , NY 10007

Posted 2 weeks ago

Founded in 1984, Geller & Company is a premier strategic financial and advisory firm serving high net worth individuals and families, corporations, non-profits and foundations. Headquartered in Manhattan, Geller & Company employs more than 500 professionals to help shape and drive our client's financial strategies. Our team works closely with clients to understand their needs and deliver a tailored suite of services including strategic CFO Consulting, Financial Reporting and Accounting, Technology, Wealth Management and Family Office Services.

Geller's key client is a leading multi-billion dollar financial services company that outsources its finance organization to Geller. This includes financial planning, analysis and reporting; budgeting and forecasting; and accounting and tax work, with strategic and operational oversight of compensation, capital expenditures, real estate and other worldwide areas. Geller provides world-class finance, accounting and strategic outsourced solutions to CFO's and other senior-level financial decision makers.

Financial Analyst - Core Product

Your Impact:

  • Establishing, strengthening and maintaining business partnering relationships with key business contacts at our client and internally to deliver end-to-end financial solutions & support

  • Providing a broad-range of financial and operational support to our client's product development team

  • Directing and performing financial forecasting for revenues, expenses and capital spending

  • Providing management support for business planning, including providing input to product manager presentations to senior management

  • Developing financial models for new businesses and products, working closely with product managers and senior management

  • Reviewing and presenting regular financial results packages for management; analyzing performance against forecasts and operational metrics, as well as historical revenue and expense trends

  • Identifying opportunities to enhance the efficiency of existing processes, and propose improvements to streamline the collection, use, and presentation of data

  • Driving and managing ad hoc special projects or analysis. Including revenue, expense and/or operational analytics for decision support to management for strategic initiatives, business expansion and potential transactions / acquisitions

What you'll offer:

  • BS in accounting or finance

  • Minimum 3 - 5 years of financial modeling, planning, reporting and analysis experience, preferably in a product development role

  • Excellent analytical, problem-solving and financial modeling skills

  • The ability to work with large amount of data, while succinctly summarizing conclusions for management

  • Experience partnering with business leadership to assist in business decision making

  • Excellent verbal and written communication skills

  • Team player with ability to deal with changing priorities

We'd love to see:

  • Candidates with an MBA
  • Experience in financial services or a financial data provider industry

Why join Geller & Company?

  • Opportunity to scale your experience beyond the scope of your role

  • 100% funded health, vision, and dental insurance

  • 401K plan with company match

  • Generous PTO and paid holidays

  • Philanthropic opportunities

  • A wide variety of free and healthy snacks available all day in our caf

  • Discounted health club reimbursement

What's next?

If this sounds like you, apply today and Talent Acquisition will review your application and get in touch if there is match.

Geller & Company is an equal opportunities employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or caregiver status.


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Financial Analyst - Core Product

Geller & Company