Senior FP&A Analyst

About the Role

Harris Williams is a global investment bank specializing in M&A and private capital advisory services. The firm emphasizes collaboration, strategic thinking, and delivering premium outcomes. This position is based in Richmond, VA (in office) and Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this role. As Senior FP&A Analyst, you will sit at the intersection of strategy, finance, and firm leadership in a high visibility, high impact role. Beyond traditional reporting, you will serve as a strategic thought partner, translating complex financial data into insights that shape decision making across the Firm. You will help connect long term strategic objectives with day to day operational execution, providing financial insight to drive informed strategic and operational decisions, shaping resource allocation, investment decisions, and long range planning. You will have direct exposure to senior leaders across Operations, Finance, IT, and Marketing, and real influence over how the Firm plans and invests.

Responsibilities

• Strategic Business Partnering
  • Act as a trusted advisor to senior leaders and department heads across Operations, Finance, IT, and Marketing.
  • Provide data driven insights and recommendations to support resource allocation, expense management, and headcount planning.
  • Serve as a consultative partner, helping leaders understand the financial implications and trade offs tied to business decisions.
• Advanced Financial Analysis and Performance Management
  • Lead long term financial modeling, trend analysis, and assessments of macroeconomic impacts.
  • Support monthly business reviews, delivering deep dive variance analyses focused on root cause identification and forward looking insights.
  • Identify patterns and risks that inform both near term actions and longer term strategy.
  • Support financial feasibility analysis and diligence for internal strategic initiatives.
• Forecasting and Planning
  • Lead revenue forecasting, monthly management reporting, and updates to long range financial plans.
  • Develop and maintain scenario models to evaluate business risks, opportunities, and strategic trade offs.
• Executive Reporting and Financial Storytelling
  • Prepare high impact materials for executive leadership, including dashboards, commentary, and presentations.
  • Translate complex financial results into clear, concise narratives that enable informed, timely decision making.
• Digital Finance and Process Transformation
  • Drive automation and modernization of FP&A processes, including the implementation of AI enabled tools and enhanced data workflows.
  • Continuously improve Power BI or Tableau dashboards to provide real time visibility into firm performance.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4+ years of progressive FP&A experience, ideally within investment banking, private equity, professional services, or another fast paced, high growth environment.
• Expert level Excel skills,