Financial Planning & Analysis - Associate Director (NY)

The Financial Planning & Analysis - Associate Director position at KBRA is a key role within the finance team, responsible for supporting strategic decision-making through financial modeling, analysis, and forecasting. As a member of KBRA, a leading credit rating agency, the Associate Director will play an integral role in providing insights that impact business direction and performance. The position is based in New York and reports directly to senior financial leadership, working collaboratively across multiple departments.

Day-to-day responsibilities include consolidating financial data from various business lines, preparing detailed budgets, overseeing variance analysis, and supporting the preparation of management reports and presentations. The Associate Director will monitor business performance metrics, forecast future results, and provide financial input on new initiatives and operational strategy, ensuring accuracy and consistency in all financial reporting.

Candidates should have a bachelor’s degree in finance, accounting, or a related field, with at least 5-7 years of progressive experience in financial planning and analysis, preferably within the financial services industry. Strong analytical skills, advanced proficiency with Excel and financial modeling, and experience with corporate financial systems are essential. Excellent interpersonal skills, a keen eye for detail, and the ability to communicate complex financial concepts to non-finance stakeholders are also required.

KBRA offers a competitive compensation package, including health coverage, retirement benefits, and performance-based incentives. The company supports professional development and fosters a collaborative, inclusive environment focused on innovation and growth within the financial sector.