FP&A Analyst

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees.

As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.

At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.

We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.

The FP&A Analyst will support the company’s financial planning, forecasting, and performance management processes across a growing, multi-location financial advisory firm. This role will work closely with senior leadership to provide timely, accurate, and actionable financial insights related to cash flow, budgeting, forecasting, and key performance indicators.

This position is ideal for a detail-oriented analyst with 2+ years of experience in public accounting or industry who is looking to transition into a forward-looking, analytics-focused finance role.

• Prepare, maintain, and update the 13-week rolling cash flow forecast, including variance analysis and liquidity monitoring
• Assist in the development of annual budgets and periodic forecasts using Net Suite Planning and Budgeting
• Perform budget vs. actual analysis and provide clear explanations of variances
• Support scenario modeling and sensitivity analysis for revenue, expenses, and staffing

• Produce monthly and quarterly financial reporting packages for senior management
• Communicate financial results, trends, and risks to leadership in a clear and concise manner
• Partner with department heads and location leaders to understand performance drivers and explain results

• Track and analyze company-wide KPIs, including revenue, profitability, productivity, and expense metrics
• Help maintain dashboards and standardized reporting for consistent performance measurement across locations
• Identify trends and provide insights to support operational and strategic decisions

• Maintain and validate financial data integrity between Net Suite GL and Planning & Budgeting
• Assist with improving FP&A processes, reporting automation, and forecasting accuracy
• Support ad-hoc financial analysis projects as requested by senior management

• Collaborate with Accounting on month-end close timing, accruals, and financial statement accuracy
• Support special projects related to growth initiatives, new locations, or operational improvements

Required:

• Bachelor’s degree in Accounting or Finance
• 2+ years of experience in public accounting or industry finance/accounting roles
• Strong financial analysis, analytical reasoning, and attention to detail
• Proficiency in Excel (pivot tables, formulas, data analysis)
• Ability to clearly communicate financial information to non-finance stakeholders

Preferred:

• Experience with Net Suite and/or Net Suite Planning and Budgeting
• Exposure to budgeting, forecasting, or FP&A processes
• Experience working in a multi-location

• You are a detail-oriented financial analyst who enjoys turning data into clear, actionable insights.
• You have a strong foundation in accounting and financial analysis and are excited to move into a more forward-looking, strategic FP&A role.
• You are comfortable working with budgets, forecasts and cash flow models and take pride in accuracy and consistency.
• You are technically strong in Excel and comfortable working with financial system and large datasets.
• You communicate financial information clearly and confidently to non-finance stakeholders.
• You are highly organized and able to manage multiple priorities and deadlines in a fast-paced environment.
• You are proactive and take ownership of your work, following tasks through to completion.
• You have a continuous improvement mindset and look for ways to make processes, reporting and analysis more efficient.

Location: 500 N. Hurstbourne Pkwy., Louisville, KY 40222

Commitment: 40 hours per week, 8:00 AM - 5:00 PM.

Compensation: Starting salary range is $75,000 - $85,000. Comprehensive benefits package included.