Senior Financial Analyst

About NewtonX

NewtonX is the leading B2B market research provider that helps businesses make informed decisions by connecting them with verified subject matter experts. We empower clients with the insights needed to make data-driven decisions by connecting them to the world’s most authoritative experts and business professionals through surveys and expert interviews.

NewtonX has raised $47m in funding, while we partner with leading organizations like McKinsey, Microsoft, Pinterest, Figma and beyond to equip them with B2B insights to solve pressing business challenges. Our research has been cited by Fortune, Forbes, TechCrunch Adweek and more.

About the Role:

NewtonX is looking to hire its next Senior Finance Analyst to support our rapid growth, and connect NewtonX clients to world-leading professionals. We are looking for motivated people who are excited by the idea of making a difference in the knowledge market. This role is a great entry point into future opportunities at our quickly growing company. The Senior Finance Analyst will work directly with the CFO to deliver efficient and best-in-class analysis of the company performance and key metrics (KPIs). The Senior Financial Analyst will focus on building reports, dashboards and financial models.

Location:

• New York City, NY (Hybrid)
  

In this role you will:

• Track and analyze projects revenue and costs, reconcile completed projects, ensure project margins are correctly reported. Create reports to track projects margin by Business Units, revenue streams. Analyze key costs and revenue drivers

• Support end of month closing activities, review main P&L and Balance sheet items (Unbilled A/R, Deferred Revenue items), determine end-of-month accruals

• Compute key performance indicators (KPIs) : sales performance, financial ratios, margins

• Collect, compile and reconcile payroll data by employee on a monthly basis

• Conduct ad hoc analysis on specific topics

• Support the CFO while working on various financials external audits (financials, 401k, etc.), quarterly board meeting preparations and tax returns

• Participate in improving the finance department workflows in particular around financial reporting to increase speed to prepare reports and visibility for leadership

Who you are:

• 3–4 years of professional experience in a quantitative or analytical role

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (advanced degree a plus)

• Proven ability to analyze complex data and develop actionable insights

• Strong quantitative and analytical skills with exceptional attention to detail

• Demonstrated problem-solving mindset with creativity in approaching difficult challenges

• Highly organized, detail-oriented, and capable of managing multiple priorities effectively

• Clear and concise communicator—both in writing and verbally—with the ability to present complex ideas simply

• Collaborative team player who also thrives working independently with minimal supervision

• Quick thinker who is resourceful, adaptable, and proactive in finding solutions

• Advanced proficiency in Microsoft Excel (formulas, pivot tables, financial modeling, etc.)

• Must have valid U.S. work authorization

Bonus Qualifications:

• You worked in a Big 4 company or equivalent

• You are familiar with cleaning, compiling and formatting a lot of data

What we offer:

• Career advancement and training opportunities.

• Excellent medical, dental, and vision insurance.

• 401k match with immediate vesting.

• Health savings/flexible savings account, and pre-tax commuter benefits.

• Paid time off: vacation, holidays, sick, and parental leave.

• A diverse, collaborative, and positive culture where we invest in and celebrate each other’s success.

• Good vibes (happy hours, team projects, and retreats).

• Visa sponsorship is not available for this role.

NewtonX is proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics.