Financial Planning & Analysis Analyst III - Finance

Overview

The Financial Planning & Analysis area is seeking a highly skilled and highly motivated FP&A Analyst III to support our firm and segment financial planning and analysis team. We are responsible for enabling firm and segment level decision making, providing insightful and action oriented financial analysis, evolving financial planning processes, and applying best practices and new perspectives to solve complex problems.

This role will support annual and ad hoc firm and segment area planning, including core business segment planning, reporting, and analysis, as well as financial planning and forecasting for the firm's cash, lending, and advisory revenue streams. The team implements and executes driver‑based forecasting and collaborates across the firm to support strategies to reach short‑ and long‑term objectives. The successful candidate will be a self‑starter who partners well in a collaborative manner to support our Finance and business area stakeholders' ability to make timely financial decisions while championing financial stewardship.

• Develop an internal network of relationships across Finance and supported business areas to act as a trusted partner for stakeholders to rely on.
• Apply advanced analysis skills, forecasting/out looking, and complex modeling; use statistics and advanced analytical concepts to identify opportunities.
• Support financial planning and forecasting for the firm's cash, lending, and advisory revenue streams, translating business drivers and performance trends into actionable financial insights.
• Support core business segment planning, reporting, and analysis by developing insights that help business leaders understand performance, identify trends, and evaluate opportunities.
• Develop high‑impact analysis that facilitates the transformation of complex data into actionable insights and recommendations.
• Inform and educate business areas of the financial impact of decisions, recommending optimal solutions to influence strategic direction.
• Develop segment and firm‑level measurements to create awareness of and accountability for results.
• Prepare customized management‑level reports and dashboards in support of the firm’s initiatives or programs.
• Summarize complex information and present concepts clearly to senior management.
• Present analyses and firm financial information to senior leaders, educating them on analytical concepts and best practices.
• Develop and manage business relationships with Finance associates, project team members and senior leaders across the organization; participate in and lead cross‑functional teams responsible for implementing projects in support of divisional and firm‑wide business objectives.

• Bachelor’s degree in a related field.
• Advanced degree (MBA, MSF) or comparable certifications (CFA, CPA) required.
• Five or more years of relevant work experience, including prior experience in an FP&A function.
• Experienced in developing financial/economic models using a driver‑based methodology.
• Proven ability to work with stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions.
• Excellent analytical and problem‑solving skills with the ability to recommend solutions for a broad spectrum of business improvement opportunities.
• Capable of connecting processes to ensure integration across functions.
• Experience operating in ambiguous situations and creating process enhancements that address short‑term needs while advancing long‑term vision.
• Ability to identify trends and present recommendations to senior leadership to influence decision making.
• Strong planning and organizational skills.
• Ability to collaborate well with associates and leadership throughout the firm, including external vendors.
• Exceptional written and verbal communication.
• Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint); demonstrated ability to use pivot tables, advanced charting, formulas, and conditional formatting.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.