Senior Financial Planning Analyst

Overview

The Senior Analyst, FP&A (Wakefield, MA) will support cost & headcount forecasting/analytics for Epsilon’s Technology & Services Practice.

• Work directly with Director of FP&A on the Operating Expense forecast process for Tech & Services including direct client costs, headcount, commissions, shared service allocations, etc.
• Partner with Business/Product leaders to better understand headcount and cost requirements monthly for rolling forecasts.
• Perform client profitability analytics and make recommendations or partner with the business on ways to improve client margins.
• Analyze client cost metrics to help the business identify risks or opportunities in forecasting direct client costs.
• Coordinate with other FP&A team members to ensure all components of the forecast are aligned.
• Contribute feedback to the Reporting team to develop and update customized reporting that summarizes results for revenue and cost.

• Finance or Accounting degree; MBA preferred.
• 2‑3 years of experience in FP&A.
• Experience working with various levels of the organization including leadership and peers.
• Experience developing Excel‑based financial forecast models, reconciliations, and analytics.
• Experience supporting business decisions with business cases and analysis.
• Experience working with databases and information systems.
• Experience implementing initiatives and key projects.
• Experience at a direct marketing, professional services or technology related firm is a plus.
• Advanced Excel required; advanced PowerPoint preferred; experience with Financial Planning Systems (e.g., Prophix, Hyperion Planning, Essbase, and ) is a plus.
• Highly motivated and self‑directed; exhibits thought leadership and strong critical thinking skills.
• Excellent communication and influencing skills.
• Infrequent travel may be required.

Base Salary: $73,600.00 - $. Actual compensation within the range will depend on the individual’s skills, experience, qualifications, location and applicable employment laws.

• Time to Recharge:
  Flexible time off (FTO), 15 paid holidays.
• Time to Recover:
  Paid sick time.
• Family Well‑Being:
  Parental/new child leave, childcare & elder care assistance, adoption assistance.
• Extra Perks:
  Comprehensive health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counseling.

Epsilon is an Equal Opportunity Employer. Epsilon’s policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law.

Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process. Please contact  to request an accommodation. For San Francisco Bay and Los Angeles Areas:
Epsilon will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance and San Francisco Police Code Sections , commonly referred to as the San Francisco Fair Chance Ordinance. Applicants with criminal histories are welcome to apply.