*Please note: this position works out of our Boston office 3x per week, with the option to work from home 2x per week.

Shawmut is seeking ahighly motivated Financial Planning & Analysis Analyst with a strong focus on finance systems management to join our Corporate Finance team. The candidate will combine traditional FP&A expertise with hands-on experience in financial systems, dashboarding, data integration, and AI-enabled automation. This role will play a critical part in preparing financial reports, building dashboards, improving system workflows, delivering analytics, and supporting data-driven decision-making across the organization. The successful candidate is a strong Excel user, detail-oriented, an effective problem solver, eager to learn new technologies, and thrives in collaborative environments.

• Prepare, analyze, and interpret financial reports, forecasts, and budgets to support business objectives.
• Develop and maintain interactive dashboards and data visualizations to provide actionable insights for stakeholders.
• Leverage financial systems and tools to streamline processes, improve data integrity, and enhance reporting efficiency.
• Identify and implement AI-enabled automation opportunities to reduce manual work, improve reporting accuracy, and accelerate recurring FP&A processes.
• Design, build, and maintain dashboards, reports, and self-service analytics that translate financial and operational data into clear, actionable insights.
• Support finance system integrations by partnering with IT, accounting, and business stakeholders to improve data flows, reporting structures, and system connectivity.
• Collaborate with cross-functional teams to gather requirements, solve problems, and implement process improvements.
• Ensure accuracy and completeness of financial data through rigorous attention to detail and data validation procedures.
• Support system upgrades, integrations, and user training as needed.
• Continuously seek opportunities to enhance financial modeling, analytics, and reporting capabilities.
• Assist in the development and maintenance of budgeting and forecasting reports. Coordinate with corporate departments and group finance for timely and completeness of submissions.

• Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.
• Education: Bachelor27s degree in Finance, Accounting, Information Systems, or a related field.
• Additional Role Specific Skills:
  • Experience in construction, engineering or similar industries preferred but not required.
  • Some FP&A experience preferred but not required.
  • Strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis tools.
  • Knowledge of database querying (e.g., SQL) and data visualization tools.
  • CPA, CFA, or other relevant certifications are a plus.
  • Experience working with financial systems (e.g., ERP, EPM, BI tools) and a solid understanding of system structures and data flows.
  • Experience with financial planning software is a plus (e.g., Hyperion, Board, FMW).
  • Working knowledge of dashboarding, business intelligence, and data visualization tools, with the ability to present complex data clearly to finance and business stakeholders.
  • Exposure to AI, automation, or workflow tools that support reporting, data validation, variance analysis, forecasting, or process improvement is preferred.
  • Ability to understand system integrations, data mapping, and upstream/downstream impacts across ERP, EPM, BI, and related finance platforms.
  • Demonstrated analytical and problem-solving skills with high attention to detail.
  • Eagerness to learn new technologies and adapt to changing business needs.
  • Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
  • Excellent communication and interpersonal skills; proven ability to collaborate effectively with colleagues at all levels.

Boston Base Salary Range: $75,000 - $90,000The range stated is specific to Boston. Placement within the listed range depends on many factors including, but not limited to years of experience, project size capability (for Construction & Field roles) and internal company equity.