Financial Planning & Analysis; FP&A

Our client, a multi-faceted financial services firm, is looking for a Financial Planning & Analysis (FP&A) Analyst to join their advisory team! This is a very exciting role that will require an experienced analyst to prepare, review, and analyze expense and budgeting data and present in Excel and Microsoft PowerPoint. The ideal candidate will come with 1-4 years’ experience working with expense-based data analysis, strong Excel and PowerPoint skills, and a good understanding of FP&A.

• Participate in quarterly and annual revenue update and forecasting process
• Prepare revenue reports and perform analysis of latest forecast and estimates
• Attend weekly business review calls and stay abreast on deal news and information
• Assist in preparation of firm wide strategy decks, earnings packs, and board presentations
• Prepares and facilitates all reporting and dashboards
• Perform maintenance and creation of a variety of reports
• Assist in development and customization of business management reports

• Bachelor’s degree (business major preferred from nationally accredited university)
• 2-4 years of relevant experience in the professional services industry preferred
• Ability to work in high pressure environment and quickly adapt to changing business need
• Conscientious and hard working
• Benefits include medical insurance, 401K and competitive compensation

• $75,000 – $90,000

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