Financial Analyst - FP&A

Firm Overview:Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com. Job Description Summary:The OpportunityThe Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services is responsible for monthly and quarterly financial reporting, forecast, annual budget and ad hoc analysis for business partners across the firm. This is a hands-on role with an emphasis on performing financial analysis that provides senior management with insights needed to make strategic decisions around expenses. A strong communicator and team player, this role will work closely with peers in Finance & Accounting and across the business to build strong and collaborative partnerships across Accounting & Finance, Legal, Human Capital and other corporate functions. Job Description:ResponsibilitiesFinancial Planning & AnalysisPartner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecastsMaintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centersAnalyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with clear, actionable commentaryBusiness Partnering Prepare monthly/quarterly P&L reviews, dashboards, and executive-ready summaries for Shared Services leadershipServe as the primary financial point of contact for assigned corporate functions, translating financial data into operational insightSupport ad hoc analyses for leadership, including cost-benefit analysis, scenario planning, and resource allocation decisionsContinuous Improvement & Technology AdoptionProactively identify opportunities to streamline reporting and forecasting processes — reducing manual effort and cycle timeChampion the adoption of AI-powered tools (e.g., AI for enhanced reporting, automation for data reconciliation, anomaly detection in spend data) within the FP&A functionPartner with Financial Systems teams to optimize configuration and functionality of the enterprise planning/forecasting tool Qualifications 5+ years of FP&A / budgeting / forecasting experience preferredAdvanced proficiency in MS Excel (e.g. INDEX MATCH; complex SUMIF, Pivot Tables, V/H Lookups)Experience with Enterprise Planning tools (e.g., Oracle EPM)Able to manage complex financial dataStrong and well-rounded project management experience, time management skills, attention to detail and ability to multi-task with often competing prioritiesExcellent communication skills; able to express complex thoughts clearly and convincingly in writing, in-person, and in group settingsSelf-starter constantly seeking and identifying process improvements and efficienciesProven expertise in financial modeling and data analyticsService orientated with motivation to serve and support stakeholdersFamiliarity with Accounting principles Base salary range for this role:Pay Range Minimum:77400Pay Range Maximum:100600 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.