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About the Role

Serve as the finance business partner for select business units within DAI’s Capital Markets Group (CMG), collaborating with business unit leaders, finance teams, and executive leadership to drive business decisions through financial data analysis and problem-solving.

Responsibilities

Own FP&A for select business units, including leading variance analysis for month-end close, budgeting, forecasting, and management reporting.
Act as the primary finance contact for business unit leadership, resolving issues across FP&A, Accounting, and Treasury.
Prioritize and respond quickly to urgent business needs.
Partner with business unit leaders and finance leadership to translate financial performance into actionable insights.
Develop and maintain financial models for business planning, scenario analysis, and investment decisions.
Prepare variance commentary linking financial results to business drivers, root causes, risks, opportunities, and recommended actions.
Support month-end close by validating accruals, journal entries, intercompany reconciliations, and account analysis.
Contribute to board reporting packages, ensuring accuracy, clarity, and narrative discipline.
Manage multiple concurrent priorities, including deadlines, requests, model builds, and reporting, while triaging effectively.
Independently source answers and structure issues in ambiguous situations.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
5-7 years of progressive finance experience, ideally in FP&A, corporate finance, or a finance business partner role.
Strong technical understanding of financial statements, financial modeling, forecasting, budgeting, variance analysis, and business performance management.
Prior exposure to capital markets, financial services, and/or data services.
Advanced Excel skills.
Hands-on experience with an enterprise ERP platform, preferably Microsoft Dynamics 365 F&O or a comparable system.
Experience working with reporting, BI, or planning tools such as Power BI, an EPM platform such as Planful, or comparable systems.
Demonstrated ability to drive issues to resolution across multiple functions through ownership or influence.
Exceptional written and verbal communication skills, with the ability to present complex financial information clearly to various audiences.
Ability to work on-site in New York 3 days per week, with periodic travel to the Corporate Headquarters in the Greater Dallas Area.
Ability to perform essential job duties in an office environment, including sitting for extended periods, hearing, and data entry.

Skills

Financial Modeling
Forecasting
Budgeting
Variance Analysis
Business Performance Management
Microsoft Excel
Enterprise ERP platforms
Reporting tools
BI tools
Planning tools
Communication skills
Problem-solving
Attention to detail
Judgment
Discretion

Location

New York
Greater Dallas Area

Work Type

Hybrid
On-site
Travel

Experience Level

Manager
5-7 years

Education Level

Bachelor's degree in Finance, Accounting, or a related field
MBA, Finance-related advanced degree, and/or CMA (Preferred)
FINRA Series 27 (Preferred)

About the Company

Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses, operating in diverse industries worldwide including global equity markets, health care, financial services, digital news, and insurance.
DAI is dedicated to using technology and innovation to drive change and growth.
DAI believes in a dynamic workplace, creating engaging products and services.
Integrity is an essential characteristic for DAI's firms and associates.

Equal Opportunity

Data Analysis Inc is an equal opportunity employer.
All aspects of employment will be based on merit, competence, performance, and business needs.
We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.