Job Description Summary:

The Opportunity
The Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services is responsible for monthly and quarterly financial reporting, forecast, annual budget and ad hoc analysis for business partners across the firm. This is a hands-on role with an emphasis on performing financial analysis that provides senior management with insights needed to make strategic decisions around expenses. A strong communicator and team player, this role will work closely with peers in Finance & Accounting and across the business to build strong and collaborative partnerships across Accounting & Finance, Legal, Human Capital and other corporate functions.

Job Description:

Responsibilities

Financial Planning & Analysis

• Partner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecasts
• Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centers
• Analyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with clear, actionable commentary

Business Partnering

• Prepare monthly/quarterly P&L reviews, dashboards, and executive-ready summaries for Shared Services leadership
• Serve as the primary financial point of contact for assigned corporate functions, translating financial data into operational insight
• Support ad hoc analyses for leadership, including cost-benefit analysis, scenario planning, and resource allocation decisions

Continuous Improvement & Technology Adoption

• Proactively identify opportunities to streamline reporting and forecasting processes — reducing manual effort and cycle time
• Champion the adoption of AI-powered tools (e.g., AI for enhanced reporting, automation for data reconciliation, anomaly detection in spend data) within the FP&A function
• Partner with Financial Systems teams to optimize configuration and functionality of the enterprise planning/forecasting tool

Qualifications

• 5+ years of FP&A / budgeting / forecasting experience preferred
• Advanced proficiency in MS Excel (e.g. INDEX MATCH; complex SUMIF, Pivot Tables, V/H Lookups)
• Experience with Enterprise Planning tools (e.g., Oracle EPM)
• Able to manage complex financial data
• Strong and well-rounded project management experience, time management skills, attention to detail and ability to multi-task with often competing priorities
• Excellent communication skills; able to express complex thoughts clearly and convincingly in writing, in-person, and in group settings
• Self-starter constantly seeking and identifying process improvements and efficiencies
• Proven expertise in financial modeling and data analytics
• Service orientated with motivation to serve and support stakeholders
• Familiarity with Accounting principles

Base salary range for this role:

Pay Range Minimum:

77400

Pay Range Maximum:

100600

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.