About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

We are working with a confidential client seeking a motivated, detail-oriented Junior Financial Analyst to join their Finance team in Manhattan, NY. This is an entry-level FP&A role focused on monthly reporting, forecasting, ERP support, and process improvement within a fast-paced agency environment. Ideal candidates are curious, organized, and comfortable working with Excel and cross-functional teams.

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Key Responsibilities

• Assist in preparation of monthly reporting and analysis, tracking financial results versus budget, forecast, and prior year.
• Support quarterly and annual budgeting and forecasting activities.
• Assist with companywide ERP implementation tasks and data validations.
• Participate in ad hoc financial projects and business-case analyses.
• Help identify and implement process improvements and automation to increase accuracy and efficiency.
• Collaborate with Finance and Accounting teammates to gather, analyze, and interpret financial information for stakeholders.

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Qualifications

• Bachelor’s degree in Business, Finance, Economics, Statistics, or a related field.
• 0–2 years of relevant experience (entry-level / Grade I Financial Analyst).
• Proficiency with Microsoft Excel (formulas, pivot tables, data organization).
• Working knowledge of Microsoft Word and PowerPoint.
• Strong organizational, analytical, and problem-solving skills with attention to detail.
• Clear written and verbal communication skills.

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Nice-to-Have / Differentiators

• Exposure to ERP systems or participation in an ERP rollout.
• Basic understanding of FP&A workflows (budgeting, forecasting, variance analysis).
• Interest in process automation (e.g., Excel automation, basic scripting, or BI tools).

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Location & Work Model

• Location: Manhattan, NY (hybrid). The role requires at least 2 days per week onsite with flexible “work from anywhere” weeks as offered by the confidential client.
• Must be able to commute to Manhattan office as required.

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Compensation & Benefits

• Target base pay range (U.S.): $55,000–$65,000 (actual offer will consider experience, skills, and location).
• Hybrid schedule with flexible work arrangements.
• Comprehensive benefits including medical, dental, and vision coverage.
• Generous time-off policies (unlimited PTO / wellness days / national holidays; summer Fridays).
• Four-week sabbatical every five years.
• Strong parental leave benefits.
• 401(k) with savings plan and employee stock purchase opportunities.
• Monthly cell-phone reimbursement, volunteer hours, DEI programs, global mentorship, and career development training.

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Additional Information & Legal Compliance

• This opportunity is posted by Careertakes on behalf of a confidential client in the Accounting & Finance industry.
• Applicants must be legally authorized to work in the United States. The confidential client will comply with federal, state, and local employment laws and will provide reasonable accommodations for candidates with disabilities during the hiring process upon request.
• All job requirements, qualifications, and benefits described above are subject to change and will be confirmed by the hiring organization during the interview process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.