Sr. Analyst, FP&A

Sr. Analyst – Financial Planning & Analysis

Our growing company needs a reliable, organized Sr. Analyst – Financial Planning and Analysis to join the team. In this role, you will be working collaboratively with the operations team at a global advisory firm. You will add value to our team by having strong analytical skills, experience working with large amounts of data, great attention to detail, and a honed sense for prioritization.

This position requires a person with strong interpersonal, communication, and technical skills.

• Prepare financial reporting packages for executive team and firm leadership
• Develop financial models to forecast monthly, quarterly, and annual financial results
• Continuously improve and automate processes related to reporting, forecasting, and recurring analyses
• Assist in preparing budgets and financial plans for the firm as well as for strategic initiatives
• Assist in developing and managing key performance indicators
• Evaluate and prepare explanations for period-over-period fluctuations and budget-to-actual variances
• Identify key trends, risks and opportunities which have meaningful impact on business outcomes
• Collaborate closely with accounting team to ensure accuracy of financial reporting
• Perform market research, potentially to include exploring investment options to evaluate risks and opportunities
• Perform miscellaneous duties as directed by the Finance & Accounting team
• Maintain confidentiality of sensitive data and information

• 2-4 years working as a financial analyst, preferably within professional services
• Proven financial acumen
• Full understanding of three financial statements; strong understanding of accounting concepts
• Advanced Microsoft Excel skills - experience building complex financial models using advanced formulas
• Excellent analytical skills and ability to clearly present findings and questions
• Strong communication skills
• Demonstrable strategic thinking skills
• Bachelor's degree in Finance, Economics, or Accounting
• Candidates based on the East Coast must be willing to work West Coast business hours as needed to support stakeholders, business priorities, and cross-functional collaboration

• PowerBI (or similar platform) training and/or experience

We offer competitive compensation and benefit packages.

Applicants for employment in US must have work authorization that does not now or in the future require sponsorship by Stone Turn.

Stone Turn is an Equal Opportunity Employer. Stone Turn does not discriminate on the basis of actual or perceived race, religion, color, sex, gender, pregnancy, childbirth, or related medical conditions, marital status, age, non-disqualifying physical or mental disability, national origin, sexual orientation, gender identity or expression, veteran status, or any other basis covered by local law. If you would like to be considered for employment opportunities with Stone Turn and need special assistance due to a disability or accommodation for a disability, please call us at 1 .

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