Senior FP&A Analyst

Envestnet · Berwyn, PA · 3 days ago

$95k–$118k/yrFull-time

About the role

The Financial Planning & Analysis team at Envestnet plays a critical role at the intersection of strategy and execution, transforming complex financial and operational data into clear, actionable insights that guide business performance.

Responsibilities

Directs and performs financial analysis and reporting activities in support of short- and long-range strategic plans and operating budgets.
Evaluates data and performs analysis to determine present and future financial performance.
Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, customer deals, trended future requirements and operating forecasts.
Develops, implements and monitors financial performance metrics, including existing and projected profit and sales drivers.
Researches economic progressions to support financial planning and decision making.
Creates financial models of 'what if' scenarios for future business planning in areas such as new product development, new marketing strategies, etc.
Partners with business leaders across larger areas, lines of business, regions or other areas of the company.
Counsels and advises senior management on financial matters.
Conducts research and analysis of financial data for planning, budgeting, cost control and project control.
Develops outlooks, forecasts and annual plans, as required, to support business planning and decision-making.
Performs ad-hoc financial analyses at multiple levels of complexity, including calculations of rate of return, depreciation, working capital, budgeting, cost analysis and financial and expense performance comparisons.
Develops, maintains and provides historical and prospective financial information and analyses.
Creates, tests, distributes and tracks financial models, reports and dashboards.
Recommends operational efficiencies and process improvements.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
Strong financial modeling, analytical, and problem-solving skills.
Strong systems aptitude and data management skills, with the ability to work with large and complex data sets.
Advanced Microsoft Excel skills required; experience with databases and financial or reporting systems preferred.
Strong attention to detail and commitment to delivering accurate, timely, and high-quality work.
Ability to work independently, manage multiple priorities, and collaborate effectively with cross-functional stakeholders.

Qualifications

Nice-to-Have: Experience with data visualization and reporting tools preferred.
Strong written and verbal communication skills, including the ability to present analyses and insights clearly to management.
Knowledge of capital markets or investment management is a plus.

Skills

Financial Modeling
Data Management
Microsoft Excel
Data Visualization
Communication Skills
Capital Markets Knowledge

Benefits

Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Pay

The base salary range for this role is $94,600 to $118,300. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.

Schedule

This role is eligible for an additional incentive component as part of the total rewards package.