KBRA · 2 hours ago
Financial Planning & Analysis - Associate Director (NY)
New York, NY
Full-time
Hybrid
Mid, Senior Level, Lead/Staff
$95K/yr - $130K/yr
5+ years expKBRA is a full-service credit rating agency registered in the U.S., the EU and the UK. The company is seeking an Associate Director for Financial Planning & Analysis to assist with budgeting, financial modeling, and reporting processes during a period of rapid growth.
ConsultingCreditFinanceFinancial Services
Responsibilities
Assisting with budgeting and planning processes
Financial modeling
Business decision support
General support for KBRA’s financial management and internal/external reporting
Managing the design and execution of scalable and dynamic deliverables, processes, and systems
Working closely with the Head of FP&A on core business activities and strategic initiatives
Assisting with the company operating model, budget/forecasting process, and financial reporting to stakeholders
Identifying financial trends and providing trend analysis
Developing deliverables for executive leadership
Understanding sources of change highlighting variances to forecast & budget, risk & opportunities
Performing critical financial analysis/reporting that provides business leaders with an understanding of key performance drivers, costs and returns of important investment initiatives
Qualification
Required
Have 5+ years of experience
Have a general understanding of GAAP and accounting principles
Have experience in and knowledge of financial planning & analysis, including management and BOD reporting, budgeting, forecasting, cash flow, and technical accounting, including consolidation & multi-currency accounting
Have ability to effectively communicate complex financial transactions and strategies and demonstrate financial modeling knowledge/skills with strong analytical, qualitative, and problem-solving skills
Able to collaborate across departments and levels of the organization
Have strong interpersonal skills and team player mentality
Have ability to effectively communicate clear and concise ideas both verbally and in writing
Have interest in process change and automation
Someone that enjoys tackling complex problems with an ability to solve problems through actionable strategy
Are a self-starter with the ability to multi-task and meet strict deadlines
Are detail-oriented, with the ability to exercise independence to achieve set goals
Have strong proficiency in PowerPoint and Excel (including build of financial models)
Preferred
Have an MBA (preferred, not required)
Have a strong background/understanding of NetSuite and Salesforce (highly preferred)
Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus
Benefits
A flexible hybrid work schedule – Tuesdays, Wednesdays, Thursdays in the office
Competitive benefits and paid time off
Paid family and disability leave
401(k) plan, including employer match (100% vested)
Educational and professional development financial assistance
Employee referral bonus program
Company
KBRA
Kroll Bond Rating Agency (KBRA) was founded in 2010 to restore trust in credit ratings by introducing higher standards of risk assessment and a commitment to transparency.
501-1000 employees
H1B Sponsorship
KBRA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (10)
2023 (10)
2022 (11)
2021 (12)
2020 (9)
Funding
Current Stage
Late StageTotal Funding
$15M2021-12-13Acquired
2013-08-05Series C· $15M
2012-01-17Series B
Leadership Team
Jim Nadler
President and CEO
Bill Wright
Chief Technology Officer
Recent News
Business Wire
2025-12-05
2025-11-11
Company data provided by crunchbase