Associate, Enterprise Performance

Business Unit: Executive Management

Industry: Not specified

About the role

The Associate, Enterprise Performance reports to the Head of Enterprise Performance. This financial and management analysis and reporting role is part of Houlihan Lokey’s newly formed Financial Planning & Analysis (FP&A) function, which serves as a strategic partner to business leadership by providing KPIs and analysis to drive decision‑making, track performance against goals, and support the firm’s growth.

Responsibilities

• Map revenue and sales pipeline data across Corporate Finance, Financial Restructuring, and Financial & Valuation Advisory to identify and standardize inconsistent formats, metrics, and definitions.
• Lead scoping and execution to consolidate non‑compensation expense data from Oracle and adjacent financial systems, establishing unified data structures for core operating costs.
• Rebuild enterprise reporting dashboards, utilizing existing Corporate Finance models as standard content templates to achieve consistent performance coverage across all three business units.
• Support the end‑to‑end execution of the annual budget build and quarterly forecasting process.
• Design and implement self‑service reporting models to enable automated, ad‑hoc performance tracking across executive leadership and business unit stakeholders.

Basic Qualifications

• 4+ years in FP&A, corporate finance, or closely adjacent analytics within a finance‑intensive environment.
• Solid understanding of core accounting principles and financial statements.
• Advanced proficiency in SQL, with demonstrated experience querying, transforming, and harmonizing data across complex or fragmented source systems.
• Advanced, modeling‑grade Excel skills, with the ability to build, audit, and maintain complex quantitative and financial models.
• Practical experience building reports and dashboards in Sigma or comparable modern BI/analytics platforms.
• Comfort operating in high‑ambiguity data environments, with a track record of building reconciliation across multiple data sources.

Preferred Qualifications

• Direct experience with Oracle ERP/Financials, including its reporting limitations.
• Hands‑on exposure to fee‑based or deal‑based revenue models typical of investment banking, financial advisory, or professional services firms.
• Proven track record of building analytics infrastructure, reporting frameworks, or financial models from scratch rather than solely maintaining legacy tools.

Pay

The firm’s good‑faith estimate of the possible salary range for this role at the time of posting is $105,000 – $125,000. Actual salary at the time of hire may vary based on qualifications, skills, experience, and location.

Benefits

Houlihan Lokey provides a competitive total compensation package that may include discretionary incentive compensation, as well as a comprehensive benefits offering.