CapTrust

Senior Associate, Financial Planning & Analysis

CapTrust$90K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field
  • 3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or similar analytical/technical environment
  • Strong analytical and problem-solving skills with the ability to work with complex datasets
  • Advanced Excel and SQL skills; experience with Power BI, Python, or similar tools is preferred
  • Experience building dashboards, automated reporting processes, or financial models
  • Strong understanding of financial statements and key business performance drivers
  • Demonstrated ability to manage analytical workstreams and partner effectively with various stakeholders

Responsibilities

  • Partner with leadership on finance, data, and technology initiatives including financial systems implementations
  • Build and enhance scalable financial reporting and analytical tools using Excel, Power BI, and SQL
  • Support annual budgeting and forecasting processes by improving data workflows and accuracy
  • Collaborate with finance, accounting, and technology teams to streamline reporting processes
  • Translate business questions into structured analyses and dashboards for decision-making
  • Manage multiple projects, ensuring priorities and stakeholder expectations are met

Benefits

  • Comprehensive medical, dental, and vision plans
  • 401(k) retirement plan
  • Potential annual cash bonus
  • Opportunities for professional development and growth
  • Hybrid work arrangement based in Boston, MA
Full Job Description
Job Description Summary:
This role will be an integral contributor to the SCS FP&A function, with a strong emphasis on data analytics, financial systems, automation, and scalable reporting. The ideal candidate brings a technical and analytical skill set - with experience in data analytics, data engineering, business intelligence, or financial systems - and can translate complex data into clear financial insights, executive-ready reporting, and actionable business recommendations.
The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems, working with large and complex datasets, building repeatable analytical processes, and communicating insights to senior leaders.

This is a hybrid role based in Boston, MA.

Job Description:

Primary Responsibilities
  • Partner with the Head of FP&A and CFO on critical finance, data, and technology initiatives, including financial systems implementations, reporting automation, and planning process improvements
  • Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems, or other data visualization / business intelligence platforms
  • Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy across financial models and reporting outputs
  • Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting processes, and automate recurring analyses where possible
  • Translate business questions into structured analyses, dashboards, models, and reporting outputs that support decision-making across the organization
  • Manage multiple concurrent projects, ensuring priorities, milestones, deliverables, and stakeholder expectations are met in a dynamic environment


Qualifications
  • Bachelor's degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field
  • 3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or a similarly analytical / technical environment
  • Strong analytical and problem-solving skills, with the ability to work with complex datasets and translate findings into clear business narratives
  • Advanced Excel and SQL skills required; experience with Power BI, Python, Power Query, or similar data analytics / automation tools strongly preferred
  • Experience building dashboards, automated reporting processes, financial models, or analytical tools that improve decision-making and reduce manual effort
  • Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business performance drivers
  • Experience with Workday Adaptive Planning, Snowflake, data warehouses, or similar financial planning / data platforms is a plus
  • Demonstrated ability to structure ambiguous problems, manage analytical workstreams, and partner effectively with finance, technology, and senior business stakeholders
  • Strong written and verbal communication skills, with the ability to present technical or analytical concepts clearly to non-technical audiences
  • Detail-oriented, intellectually curious, and comfortable balancing hands-on data work with executive-level communication and project management


This is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $105,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

About CapTrust

CapTrust is a financial services firm that provides investment advisory, fiduciary, and consulting services to institutional investors, retirement plan sponsors, and high net worth individuals. The company was founded in 1997 and is headquartered in Raleigh, North Carolina. CapTrust has over 800 employees and manages over $50 billion in assets. The company's services include investment consulting, fiduciary services, financial planning, and wealth management. CapTrust has been recognized as one of the fastest-growing RIAs in the country and has received numerous awards for its growth and client service.
Learn more about CapTrust
Size
800 employees
Industry
Founded
1989

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