Perella Weinberg Partners

  • Senior Analyst, Financial Planning & Analysis

    Job ID
    New York
    New York
  • Overview

    The Financial Planning & Analysis Senior Analyst role is highly visible, offering exposure to PWP’s senior business leaders. As part of a four person team, the Analysts will be responsible for preparing all corporate level financial reporting, including budgeting and projecting as well as various strategic analyses. The position represents an excellent opportunity for candidates to hone problem solving, modeling, and leadership skills and contribute to the strategic direction of the firm.


    Key Responsibilities

    • Design and develop financial models and presentations for strategic discussions
    • Prepare monthly, quarterly, annual and ad hoc management reporting for Chief Financial Officer and Corporate Controller
    • Interact with finance department in preparation of financial statements and analysis for investors and auditors
    • Interface with cross-divisional team in preparation of budgets, projections and financial analysis
    • Build and maintain subject matter expertise in the application of metrics and measurement to business process within specific domains
    • Provide ad-hoc reporting and analysis of data with the ability to demonstrate significance
    • Provide report building expertise and support in the creation of performance monitoring mechanism
    • Create and manage dashboard reports for management review


    Basic Qualifications

    • Demonstrated analytical skills and techniques with ability to analyze, evaluate and form independent judgments
    • Ability to interpret data to improve business processes
    • Ability to learn quickly and function independently in a fast paced environment.
    • Capable of working on multiple projects with a high attention to detail
    • Strong verbal and written communication skills with focus on building relationships with internal stakeholders


    Technical Qualifications

    • Proficient in MS Office required (Excel, Access, PowerPoint, Word)
    • Experience with Tableau, Power BI, or similar data visualization tools
    • Experience in interacting with databases using SQL
    • Comfortable building models and managing large datasets and analyzing the output to identify issues
    • Understanding of basic accounting principles is helpful but not required


     About Perella Weinberg Partners

    Perella Weinberg Partners is a leading independent, client-focused financial services firm providing advisory, asset management and energy securities research, underwriting and trading services to a broad, global client base, including corporations, institutions and governments. The Advisory business advises clients on mergers, acquisitions, strategic and capital structure matters, financial restructuring and capital raising. The Asset Management business collectively manages assets of more than $14.7 billion across a suite of hedge fund strategies, private investment funds and outsourced CIO solutions. The Firm’s energy practice operates as Tudor, Pickering, Holt & Co (  The energy investment strategies currently include energy infrastructure, Master Limited Partnerships (MLPs), Alternative Energy, energy equities, and energy private equity. With approximately 650 employees, Perella Weinberg Partners maintains offices in New York, Houston, London, Abu Dhabi, Austin, Calgary, Chicago, Denver, Dubai, Los Angeles, and San Francisco. For more information on Perella Weinberg Partners, please visit    


    Perella Weinberg Partners is an Equal Opportunity Employer.


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