FP&A Analyst

The CompanyAn 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.The OpportunityThis 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.What You'll OwnSupport of the annual budgeting process and periodic reforecasting cycles across business linesPreparation of monthly and quarterly management reporting packages, including variance analysis against budget and forecastAnalysis of revenue and expense drivers, with clear commentary on what's moving and whyDevelopment and maintenance of financial models supporting planning and scenario workPartnership with accounting on month-end close deliverables and expense allocationsPreparation of materials for senior leadership reviews and business unit meetingsAd hoc analysis supporting strategic initiatives, headcount planning, and profitability reviewProcess improvement work, including automation of recurring reporting and enhancements to existing toolsWhat You BringBachelor's degree in Finance, Accounting, Economics, or a related fieldEarly-career experience in FP&A, corporate finance, accounting, audit, or a related analytical functionStrong Excel skills, including modeling, pivot tables, and lookupsSolid grasp of financial statements and how the three statements connectComfort working with large data sets and translating numbers into a clear narrativeExposure to planning or BI tools (Workday Adaptive, Hyperion, Power BI, Tableau, or similar) a plusFinancial services background helpful but not requiredDetail-oriented self-starter comfortable managing multiple deadlinesClear written and verbal communicatorCompensationCompetitive base salary plus performance bonus. Comprehensive benefits package.