ISS | Institutional Shareholder Services · 1 day ago
Business Operations and Financial Planning Support
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $110K/yr
5+ years expISS Stoxx is a leading provider of research and technology solutions for the financial market, and they are seeking a Business Operations and Financial Planning Support professional. This role involves partnering with Senior Business Leaders to conduct financial analysis, manage reporting, and support strategic decision-making.
FinanceFinancial ServicesFinTech
Responsibilities
Serve as a key financial and reporting partner and support for Senior Management
Responsible for delivering monthly business performance with comprehensive analysis and interpretation and discussions of results to management team
Management Reporting – Oversee the preparation of weekly, monthly, and annual internal financial reports for presentation to Senior Management
Working closely with the Business heads to help in long term planning and decision making while analyzing financial data
Financial Reporting – Assisting in the preparation of external financial reporting and analysis for both the company owners as well as debt holders
Maintain and enhance budgeting and forecasting models to create business projections while working with Sales and Product teams
Lead due diligence analysis on potential acquisition targets and drive financial analysis to make key decisions
Preparing ad hoc financial analyses requested by Senior Management
Ad hoc project based work as needed
Qualification
Required
Minimum 5 years of relevant experience
Bachelor's degree in Accounting or Finance required
Excellent verbal and written communication skills
Ability to articulate financial metrics and analytics to Senior Management and C-Level Executives who are in different time zones around the globe
Strong analytical and data modeling skills; ability to challenge the numbers and differing views
Extremely organized, detail oriented, proactive, and hardworking; a roll up your sleeves attitude
Ability to juggle multiple projects and deadlines at once while working closely with other team members
Ability to work flexible hours depending on the needs of business located globally
Ability to work independently and as part of a team
Professional proficiency Microsoft Excel, PowerPoint is a must
Hybrid working policy, with 3 days in New York office a requirement
Preferred
Knowledge of Salesforce and SAP are a plus
Benefits
Medical, Dental, and Vision coverage
401(k) with a company match up to 9%, including a Safe Harbor contribution
Flexible Spending Account (FSA) and commuter benefit programs
Generous paid time off
Volunteer Day
Paid parental leave
Hybrid working options
Company
ISS | Institutional Shareholder Services
Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight.
1001-5000 employees
H1B Sponsorship
ISS | Institutional Shareholder Services 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 (8)
2024 (7)
2023 (8)
2022 (15)
2021 (16)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
unknown2020-11-17Acquired
Leadership Team
Georgina Marshall
Managing Director
Recent News
Morningstar.com
2026-01-11
2026-01-09
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