Role Summary
The Financial, Planning & Analysis (FP&A) Analyst is a member of the Global Distribution FP&A team, supporting the Retirement Plan Services (RPS) business unit. This role delivers financial analysis, forecasting, and reporting while partnering with RPS stakeholders to provide insights that inform business decisions.
Responsibilities
- Partner with RPS stakeholders to provide financial insights on expense drivers, net new flows, trends, and risks.
- Support budgeting, quarterly forecasting, and long-range planning processes.
- Perform monthly variance analysis (actuals vs. budget/forecast/prior periods) and clearly communicate key drivers.
- Support month-end close activities, ensuring accuracy and completeness of financial results.
- Prepare and deliver recurring and ad hoc financial reporting for leadership.
- Analyze financial and operational data to identify trends and summarize actionable insights.
- Support development of materials for business reviews and strategic planning.
- Assist the Senior Manager with advanced financial modeling and business cases.
- Proactively identify risks and opportunities and communicate implications to management.
- Identify opportunities to improve reporting, forecasting, and FP&A processes while ensuring data integrity and control.
Qualifications
Required:
- Bachelor’s degree AND
- 2+ years of total relevant work experience
Preferred:
- Bachelor’s degree in Finance, Accounting, Economics, or related field strongly preferred
- Strong analytical and financial modeling skills
- Experience with budgeting, forecasting, and long-range planning processes, month-end close activities, and monthly variance analyses
- Ability to automate Excel-based processes
- Strong communication and stakeholder engagement skills
- Experience with financial systems and data tools (e.g., Snowflake, Power BI, or other dashboarding tools)
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home. Note: This role requires working 4 days on-site at our Owings Mills (MD) location and one day work from home / week.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$69,500.00 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$76,500.00 - $130,000.00 for the location of: Washington, D.C.
$87,000.00 - $148,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
Benefits
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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