FP&A Analyst

Responsibilities

• Partner with FP&A team members in the development of annual and quarterly Enterprise Reporting and cash forecasting.
• Contributes to FP&A Customer Service model in supporting stakeholders with investment data aggregation, analysis, and reporting. Stakeholders include Treasury, Accounting, Family Services Department, Trustees, and Investment Teams.
• Serve as a point of contact for a variety of investment and family office stakeholders, addressing inquiries, concerns, and providing exceptional customer service.
• Implement and monitor benchmarking processes to enable consistent reporting across the enterprise and comparative performance vs. industry standards.
• Develop performance projections, investment analysis, and asset allocation parameters.
• Utilize technology to implement standardized reporting across the enterprise.
• Collaborate with team members, FP&A in the development and maintenance of FP&A Investment Database, related tables, SQL queries, and PowerBI visualizations.
• Develop ad-hoc reports, requests, presentations, board materials, etc. to support strategic decision making and initiatives (both independently driven projects and part of collaborative team projects).
• Willing and able to travel up to 10% of the time.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Business Analytics, MIS, or other related business degree.
• Certifications/Licenses: CPA, CFA, Series 79, or other financial certifications a plus.
• Years of Experience: 0-3 Years of experience with a background in corporate finance, financial services, investments or related discipline.
• Experience in business intelligence tools (e.g., Power BI, Tableau) and Excel, PowerPoint, etc.
• Possess strong verbal and written communication skills and attention to detail.
• Comfortable working both independently and in teams across complex environments.
• Able to understand issues, determine root causes, risk implications, and provide recommendations.
• Capability to connect with peers and other stakeholders to develop strong working relationships.
• Solid financial analysis skills including benchmarking, financial and operating metrics.
• Experience working with direct database connections / ERP systems a plus (e.g., SQL, Oracle, SAP, etc.).

Benefits

To see an overview of all our benefits please go to our career portal here.