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Financial Modeling Jobs in New York (NOW HIRING)

SiriusPoint

Sr. Capital & Financial Modeler

New York, NY · On-site

$93K - $116K/yr

Capital Modeling & Analytics * Maintain and enhance regulatory and rating agency capital models ... Partner with Finance Transformation teams on system integration and reporting solutions. * Develop ...

Jobless

Financial Analyst

Manhattan, NY · On-site

$70 - $100/hr

Build, update, and maintain financial models to support forecasting, scenario planning, business cases, and strategic decision-making. Business Performance & Decision Support * Analyze performance ...

New

Aston Carter

Financial Analyst

Manhattan, NY · On-site

$30 - $35/hr

Demonstrated experience in financial modeling and familiarity with financial modeling software and accounting practices. * Understanding of Sarbanes-Oxley (SOX) compliance and internal controls in a ...

The Rockridge Group

Financial Analyst

New York, NY · Hybrid

Maintain and update the transit franchise model on a routine basis. * Compile various forecasts and budgets for quarterly and year-end close. * Analyze financial data, create financial models and ...

ACME CO.

Financial Analyst

New York, NY

Financial Modeling: Build and maintain financial models to support decision-making, scenario analysis, and strategic initiatives. * Management Reporting: Prepare and distribute regular financial ...

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Financial Modeling information

What is financial modeling?

A Financial Modeling job involves building mathematical models to analyze financial data, forecast future performance, and aid in decision-making. Professionals in this role use spreadsheets and financial software to evaluate investments, business valuation, budgeting, and risk assessment. They work in industries like investment banking, corporate finance, private equity, and consulting. Strong analytical skills, proficiency in Excel, and knowledge of financial concepts are essential for success in this field.

What are the key skills and qualifications needed to thrive in financial modeling?

Excelling in Financial Modeling requires strong analytical skills, advanced proficiency in mathematics, and a background in finance or accounting, often supported by a bachelor’s or master’s degree. Expertise with Microsoft Excel, financial modeling software (such as MATLAB or R), and familiarity with certifications like CFA or FMVA are highly valued. Attention to detail, effective communication, and the ability to explain complex concepts clearly are essential soft skills in this field. These abilities are crucial for producing accurate financial forecasts and supporting informed business decisions.

What are some common challenges faced in a financial modeling role, and how can I prepare for them?

One of the most common challenges in Financial Modeling is ensuring accuracy and consistency when working with large datasets and complex financial assumptions. You may also need to balance tight deadlines with the requirement for thorough analysis and clear documentation. To prepare, it helps to develop a methodical approach to building models, regularly validate your assumptions, and stay updated on industry best practices. Strong organization and communication skills will also help you effectively share findings and collaborate with cross-functional teams, such as accounting, operations, and strategy.

What do you do in financial modeling?

Financial modeling involves creating mathematical representations of a company's financial performance using spreadsheets and tools like Excel. It includes analyzing historical data, projecting future financial outcomes, and assessing investment or business decisions. Skills in accounting, finance, and data analysis are essential for building accurate models.

What jobs require financial modeling?

Financial modeling is essential in roles such as financial analyst, investment banker, corporate development analyst, and equity research analyst. These jobs involve building spreadsheets and forecasts to evaluate company performance, support investment decisions, or develop strategic plans, often using tools like Excel and financial databases.

What are the most commonly searched types of Financial Modeling jobs in New York?

The most popular types of Financial Modeling jobs in New York are:

What are popular job titles related to Financial Modeling jobs in New York?

For Financial Modeling jobs in New York, the most frequently searched job titles are:

What job categories do people searching Financial Modeling jobs in New York look for?

The top searched job categories for Financial Modeling jobs in New York are:

What cities in New York are hiring for Financial Modeling jobs?

Cities in New York with the most Financial Modeling job openings:

Financial Modeling jobs near you
Infographic showing various Financial Modeling job openings in New York as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Modeling & Strategic Finance Lead

Carver Federal Savings Bank

New York, NY • On-site

$10K - $120K/mo

Full-time

Posted 5 days ago

Key responsibilities

  • Build, maintain, and enhance a driver-based three-statement financial model used for forecasting, strategic planning, profitability analysis, capital allocation, and management decision-making.

  • Develop integrated forecasts connecting the income statement, balance sheet, capital, liquidity, cash flow, and operating assumptions, including loan growth, deposits, funding costs, net interest margin, credit quality, and non-interest expense.

  • Create scenario and sensitivity analyses to help leadership evaluate risks, opportunities, tradeoffs, and the financial impact of strategic decisions.

Job description

Financial Modeling & Strategic Finance Lead
A hands-on strategic finance role supporting informed decisions, disciplined growth, and strong financial performance.
DEPARTMENT
Finance
REPORTS TO
Chief Financial Officer
LOCATION
New York, NY
STATUS/ SALARY
Exempt/ $100,00-$120,000
EMPLOYMENT TYPE
Full-Time
INDUSTRY
Community Banking
About the Organization
We are a mission-driven community bank committed to strengthening the individuals, businesses, and neighborhoods we serve. Our size and operating model create an environment where thoughtful analysis, sound judgment, collaboration, and personal ownership have a direct impact on the organization's performance and strategic direction.
Position Summary
The Financial Modeling & Strategic Finance Lead is a highly hands-on role responsible for developing financial models, dashboards, forecasts, expense analyses, and decision-support tools that help leadership understand performance and plan for the future. This individual will turn complex financial and operational data into clear, actionable insight and will be expected to build-not simply review-models, reports, and dashboards.
The ideal candidate combines strong technical ability with curiosity, business judgment, and initiative. They are comfortable working in a lean environment, taking an assignment from an initial idea through analysis, recommendation, and implementation. Success requires someone who can work independently, ask the right questions, identify what is missing, and deliver polished, accurate work without waiting for detailed step-by-step direction.
Key Responsibilities
  • Build, maintain, and enhance a driver-based three-statement financial model used for forecasting, strategic planning, profitability analysis, capital allocation, and management decision-making.
  • Develop integrated forecasts that connect the income statement, balance sheet, capital, liquidity, cash flow, and operating assumptions, including loan growth, deposits, funding costs, net interest margin, credit quality, and non-interest expense.
  • Support the annual budget, rolling reforecasts, and multi-year financial planning process, ensuring that assumptions are well supported, transparent, and aligned with the Bank's strategic priorities.
  • Create scenario and sensitivity analyses that help leadership evaluate risks, opportunities, tradeoffs, and the financial impact of strategic decisions.
  • Design and build executive-ready KPI dashboards that clearly communicate financial performance, operating trends, key drivers, risks, and emerging issues.
  • Improve monthly and quarterly management and Board reporting through meaningful variance analysis, scenario analysis, forward-looking commentary, and clear executive presentations.
  • Support ALCO and investment portfolio reporting, including analysis of liquidity, funding costs, interest-rate sensitivity, concentration risk, portfolio performance, and other relevant balance-sheet considerations.
  • Translate data from Jack Henry, including ProfitStars where applicable, and other financial, accounting, and operational systems into accurate, practical reporting and analytical tools.
  • Own expense reporting and analysis, including budgets, forecasts, actual-to-budget variance analysis, vendor, departmental, and technology spending trends, and cost-saving opportunities.
  • Partner with department leaders to understand expense drivers, challenge assumptions constructively, improve forecast accuracy, and strengthen accountability.
  • Analyze branch profitability, product performance, business-line results, customer and portfolio trends, non-interest expense, and other performance drivers relevant to a community bank.
  • Prepare concise presentations and recommendations for executive leadership, committees, and other stakeholders; explain complex findings in clear business language.
  • Take ownership of special projects from definition through completion, including gathering requirements, identifying data sources, building the analysis, validating results, and presenting recommendations.
  • Improve existing financial processes, models, dashboards, and reporting by identifying opportunities for automation, simplification, stronger controls, and better decision support.
  • Perform thoughtful quality checks and maintain clear documentation of assumptions, methodologies, data sources, and model logic.

Required Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
  • Demonstrated experience personally building financial models from the ground up, rather than relying primarily on prebuilt templates or work produced by others.
  • At least four years of relevant experience in bank FP&A, corporate finance, treasury finance, investment banking, valuation, transaction advisory, or another regulated financial institution environment.
  • Strong experience with full balance-sheet and P&L forecasting, budgeting, rolling reforecasts, multi-year planning, scenario analysis, sensitivity analysis, and management reporting.
  • Advanced Microsoft Excel skills, including complex formulas, linked schedules, data validation, pivot tables, lookups, error checks, and clearly structured model design.
  • Proven ability to build useful, visually clear dashboards using Excel, Power BI, Tableau, or a comparable business intelligence platform.
  • Hands-on experience analyzing operating expenses, budgets, forecasts, and variances, with the ability to identify and explain underlying business drivers.
  • Strong analytical reasoning and the ability to work with imperfect information, organize ambiguity, and develop a practical path forward.
  • Excellent written and verbal communication skills, with the confidence to present findings, explain assumptions, and support recommendations.
  • Ability to manage multiple priorities, work independently, meet deadlines, and maintain a high level of accuracy and attention to detail.

Preferred Qualifications
  • Experience within a community bank, regional bank, financial institution, or similarly hands-on financial environment.
  • Experience with Jack Henry, including ProfitStars where applicable, and the ability to extract, reconcile, interpret, and present data from the platform.
  • Prior experience in a boutique or middle-market investment bank, transaction advisory firm, valuation practice, private investment firm, or strategic finance team where the individual personally owned modeling and analysis.
  • Experience with three-statement modeling, ALM or NIM modeling, capital planning, liquidity forecasting, profitability modeling, valuation, or return analysis.
  • Experience preparing Board and ALCO materials and familiarity with regulatory capital ratios, Call Report terminology, and investment portfolio reporting.
  • Working knowledge of Power Query, Power BI, Tableau, SQL, Oracle EPBCS, Workday Adaptive, Hyperion, Anaplan, or other tools used to automate analysis and develop dashboards.
  • Understanding of bank financial statements, net interest margin, deposit and loan trends, funding costs, capital ratios, credit quality, and other community-bank performance drivers.
  • MBA, CFA, CPA, or another relevant advanced credential.

What Success Looks Like
  • Leadership receives clear, timely dashboards and analyses that make financial performance easier to understand and act upon.
  • Financial models are accurate, transparent, adaptable, and built with assumptions that can be tested and explained.
  • Expense trends and variances are identified early, communicated clearly, and connected to practical recommendations.
  • Projects move forward with limited supervision because the role holder anticipates needs, follows through, and takes full ownership of the work.
  • Finance processes become more efficient, insightful, and scalable through stronger tools, disciplined analysis, and thoughtful automation.

Ideal Candidate Profile
This role is best suited for an intellectually curious, resourceful finance professional who enjoys being close to the work. The successful candidate will be equally comfortable building a detailed model, investigating an unexpected expense variance, designing an executive dashboard, and presenting a recommendation to senior leadership. They will bring energy, good judgment, accountability, and a willingness to roll up their sleeves in support of the bank's mission and goals.
Equal Employment Opportunity
The Bank is an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other characteristic prote

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