FP&A Analyst

An established, employee-owned diversified financial services firm with a long track record across investment management, capital markets, and advisory services. The organization combines the resources of a scaled platform with a collaborative, entrepreneurial culture and a strong reputation for developing talent internally.

This is an early-career seat on the FP&A team supporting budgeting, forecasting, and management reporting across the firm's business lines. The role offers broad exposure to how the business actually runs, regular interaction with business unit leadership, and a clear development path for someone looking to build a long-term career in corporate finance.

• Support of the annual budgeting process and periodic reforecasting cycles across business lines
• Preparation of monthly and quarterly management reporting packages, including variance analysis against budget and forecast
• Analysis of revenue and expense drivers, with clear commentary on what's moving and why
• Development and maintenance of financial models supporting planning and scenario work
• Partnership with accounting on month-end close deliverables and expense allocations
• Preparation of materials for senior leadership reviews and business unit meetings
• Ad hoc analysis supporting strategic initiatives, headcount planning, and profitability review
• Process improvement work, including automation of recurring reporting and enhancements to existing tools

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Early-career experience in FP&A, corporate finance, accounting, audit, or a related analytical function
• Strong Excel skills, including modeling, pivot tables, and lookups
• Solid grasp of financial statements and how the three statements connect
• Comfort working with large data sets and translating numbers into a clear narrative
• Exposure to planning or BI tools (Workday Adaptive, Hyperion, Power BI, Tableau, or similar) a plus
• Financial services background helpful but not required
• Clear written and verbal communicator

Competitive base salary plus performance bonus. Comprehensive benefits package.