Point72 · 1 month ago
Finance Strategy & Allocation Specialist
New York
Full-time
Onsite
Senior Level
$250K/yr - $300K/yr
5+ years expPoint72 Asset Management is a global firm that invests in multiple asset classes and strategies worldwide. The Finance Strategy & Allocation Specialist will design and implement cost allocation frameworks, develop models for cost distribution, and collaborate with various teams to streamline financial processes and improve decision-making.
Asset ManagementFinanceFinancial Services
Responsibilities
Design and implement a structured, scalable allocation framework for shared costs, ensuring alignment with organizational priorities
Develop and maintain allocation models based on usage, headcount, or other relevant drivers to ensure fair and accurate cost distribution, ensuring regional allocations are accurate, consistent, and aligned with organizational goals
Monitor, analyze and identify inefficiencies in the current cost allocation metrics and process and recommend improvements to streamline workflows
Partner with internal teams to automate allocation processes, ensuring repeatability and scalability
Develop and document standard operating procedures (SOPs) for cost allocation processes to ensure consistency and compliance
Provide detailed cost allocation models, methodologies, and insights to stakeholders and senior leadership, highlighting key trends, variances, and actionable insights
Support month-end close activities by ensuring all allocation entries are accurate and completed on time
Collaborate with the FP&A team to integrate allocation data into broader financial reporting and variance analysis
Act as the primary point of contact for cost allocation-related inquiries from budget owners, business leads, and other stakeholders
Partner with COOs to ensure alignment on allocation methodologies and financial goals
Support strategic initiatives such as the development of a location strategy to optimize per capita costs across the engineering organization
Collaborate with the Technology leadership team to identify and implement cost-saving opportunities, insights, and recommendations to improve financial decision-making and resource allocation across the organization
Qualification
Required
Bachelor's degree in finance, accounting, economics, business administration, or a related field
5+ years of experience in financial planning and analysis (FP&A), cost allocation, or a similar role
Strong proficiency in financial modeling and advanced Excel skills (e.g., pivot tables, macros, data analysis)
Experience with financial systems and tools
Familiarity with data visualization tools (e.g., Tableau, Power BI)
Ability to analyze complex financial data and develop actionable insights
Ensure accuracy and consistency in cost allocation and reporting
Proactively identify and resolve inefficiencies in cost allocation processes
Strong ability to present financial data and insights to stakeholders, including senior leadership
Ability to work effectively with cross-functional teams to align allocation methodologies and financial goals
Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment
Commitment to the highest ethical standards
Benefits
Fully-paid health care benefits
Generous parental and family leave policies
Mental and physical wellness programs
Volunteer opportunities
Non-profit matching gift program
Support for employee-led affinity groups representing women, minorities and the LGBT+ community
Tuition assistance
A 401(k) savings program with an employer match and more
Company
Point72
Point72 invests in multiple asset classes and strategies worldwide.
1001-5000 employees
H1B Sponsorship
Point72 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 (64)
2024 (42)
2023 (48)
2022 (35)
2021 (42)
2020 (34)
Funding
Current Stage
Late StageTotal Funding
$45.17M2012-06-15Series Unknown· $45.17M
Leadership Team
Nanssia Fragoudaki
Chief Operating Officer for Technology
S
Sam Wadhams
Senior Manager, Corporate Communications
Recent News
2026-01-15
Business Insider
2026-01-09
Company data provided by crunchbase