Senior Financial Planning Analyst

Position Overview

We are seeking a highly analytical, intellectually curious Senior/Manager FP&A Analyst (Individual Contributor) to join our growing finance team. This role serves as a key partner to the CFO and to the Senior Director of Finance, strengthening and scaling our financial planning & analysis function. It is a hands‑on senior‑level individual contributor position with meaningful visibility and influence – not a traditional people‑management role.

The role will provide oversight and guidance to a junior analyst while directly supporting executive leadership, private‑equity stakeholders, and lenders. The ideal candidate brings 6+ years of progressive experience across public accounting (valuation or transaction advisory preferred), corporate FP&A, or private‑equity‑backed environments. We are looking for a strategic thinker, not an order taker, eager to contribute to “the art of the possible.”

Immediate need: start immediately.

• Lead annual budgeting and rolling forecast processes.
• Build and maintain dynamic 3‑statement financial models.
• Develop long‑range planning models and scenario analyses.
• Perform detailed variance analysis with clear, actionable insights.
• Support strategic initiatives and capital allocation decisions.
• Play a lead role in evaluating and deploying a budgeting/forecasting platform (e.g., Adaptive, Dynamics module, Anaplan, SAP SAC, Oracle Hyperion).
• Support implementation, data integration, and reporting architecture.
• Improve financial reporting processes and automation.
• Build scalable dashboards and KPI reporting.
• Prepare board‑ready reporting materials.
• Support presentations to private‑equity partners, lenders, and senior leadership.
• Deliver concise financial storytelling with executive‑level clarity.
• Partner cross‑functionally with department leaders.
• Provide oversight and mentorship to a junior FP&A analyst.
• Support M&A, due diligence, or strategic finance initiatives.

• 6+ years of experience in FP&A, transaction advisory, valuation, or related finance roles.
• BA in Finance, Business or Data Analytics, or related degree; equivalent experience acceptable.
• Strong financial modeling skills (advanced Excel, Power BI, Tableau).
• Experience participating in corporate budgeting and forecasting processes.
• Exposure to private‑equity‑backed and/or performance‑driven environments.
• Ability to communicate complex financial concepts clearly and confidently.
• Comfort interacting with senior leadership and external stakeholders.

• Experience with professional services or tech‑enabled consulting business models in a PE‑backed setting.
• Public accounting and/or finance background (valuation or transaction advisory preferred).
• Experience deploying or implementing a budgeting/forecasting tool.
• Experience with systems such as Adaptive Planning, Microsoft Dynamics, Anaplan, SAP SAC, or Oracle Hyperion.
• CPA, CFA, or MBA.

• Intellectually curious and proactive problem solver.
• Comfortable operating in a fast‑paced, evolving, PE‑sponsored environment.
• Someone who challenges assumptions thoughtfully.
• Comfortable presenting to sophisticated financial stakeholders.
• Technologically curious, including interest in AI‑driven financial workflows.
• High ownership mentality with strong accountability.

• In‑office role (3+ days/week).
• Performance‑driven culture valuing outcomes over attendance.
• High visibility and direct mentorship from a CFO with deep FP&A expertise and a Senior Director of Finance.

• Direct exposure to private‑equity stakeholders and executive leadership.
• Opportunity to build and shape the FP&A infrastructure from the ground up.
• Immediate impact in a high‑growth, PE‑sponsored environment.
• Mentorship from a CFO and a Senior Director of Finance who have guided the firm through partnership transitions.

Cornerstone Advisors is a leading advisory and technology consulting firm serving financial institutions. We operate in a performance‑driven, growth‑oriented environment focused on strategic expansion, operational excellence, and positive impact.

EO STATEMENT Cornerstone Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and benefits.