Finance Associate, Business Planning & Analysis
About Bridgewater
Bridgewater Associates is a premier asset management firm dedicated to providing unique insight and partnership to sophisticated global institutional investors. Our investment process leverages cutting-edge technology to validate and execute timeless investment principles. Founded in 1975, Bridgewater is a community of independent thinkers committed to excellence.
About the Business Planning and Analysis Team
The Business Planning and Analysis team supports Bridgewater's business leaders by serving as their strategic financial partner. This team of elite finance professionals engages stakeholders to analyze financial data and ensure that department leaders have a holistic understanding of the financial impact of business decisions. They also offer an independent perspective, ensuring that each dollar maximizes business outcomes and shareholder value.
About Your Role
Partner with business leaders to help identify and shape strategic opportunities
Pressure-test unit economics, pricing, and capacity before the business commits resources
Model compensation plans and help structure deals before they are signed
Track capital deployment deal-by-deal from commitment through realization, and use AI to make approvals and controls faster and sharper
Own end-to-end partnership between finance and a particular business unit of the company, including continuously evolving the way that finance provides strategic value to the business
Drive the yearly financial planning process in partnership with senior leaders at the company, including shaping and producing a multi-year budget reflective of business priorities
Craft board-level communications on high-ROI investment cases for the company
Influence business decisions through proactively driving unique analyses and shaping the forecast; including comprehensive modeling to inform decision-making
Take financial analysis to the next level by bringing leadership into their financial narrative – communicating the story around the numbers including running financial conversations, preparing presentations and communications to leadership, and having a seat at the table in financial conversations
Serve as an independent financial control, ensuring that each dollar is accounted for and spent wisely
Minimum Qualifications
1-4 years of analytical experience in a field such as corporate finance, FP&A, accounting, investment banking, management consulting, business planning, etc.
Demonstrated experience building financial models, scenario analyses, and structured recommendations to support business decision-making
Advanced proficiency with the core tools of modern finance, including expert-level Excel, plus hands-on experience using AI tools and large language models to raise the speed and quality of analysis
Ownership mindset with the ability to take initiative, solve problems creatively, and carry work from idea through execution
Strong analytical horsepower with the ability to adapt quickly in a fast-paced, high-performance environment
Exceptional communication skills, including the ability to partner with senior leaders, ask sharp questions, and build trust through clarity and sound reasoning
Comfort challenging assumptions thoughtfully and bringing data-driven perspectives to discussions
Interest in leveraging technology and staying current on AI and automation trends to improve efficiency and decision-making
Strong organizational skills and attention to detail, ensuring timely, high-quality deliverables
Bachelor's degree with a strong academic record
Physical Requirements
This role requires a 4-day onsite requirement alternating between our NYC and Westport campuses.
Compensation
The expected total compensation for this position is $120,000 - $180,000 inclusive of base salary and discretionary bonus. The expected base salary for this role is between 80-90% of this wage range.