GENERAL JOB DESCRIPTIONWe are seeking a high-performing
Senior FP&A Analyst to join the FP&A team of a large, rapidly growing Registered Investment Advisor (RIA) backed by a top-tier Private Equity firm. This role will play a critical part in supporting executive decision-making through sophisticated financial modeling, forecasting, and performance analysis, while helping to scale financial processes in a complex, acquisitive environment.
The Senior Financial Analyst will partner closely with Finance leadership, business unit leaders, and private equity stakeholders, and will be deeply involved in financial systems optimization, including a major
ERP implementation.
This is an excellent opportunity for a technically strong, detail-oriented analyst who thrives in a fast-paced, PE-owned organization and enjoys building scalable financial infrastructure.
This is a hybrid position based out of Independence, OH.
MAJOR DUTIES AND RESPONSIBILITIESFinancial Planning & Analysis- Develop and maintain complex financial models to support budgeting, forecasting, long-range planning, scenario analysis, and valuation initiatives
- Prepare monthly, quarterly, and annual management reporting packages for executive leadership and other key stakeholders
- Perform variance analysis versus budget, forecast, and prior periods; identify key business drivers and actionable insights
- Prepare and Improve Cash Flow Forecasting and modeling
- Support strategic initiatives including M&A support, organic growth initiatives, and other key company priorities
Systems & Data Management- Serve as a key Finance participant in a ERP implementation, including requirements gathering, testing, data validation, and post-go-live stabilization.
- Leverage and enhance financial systems, particularly Oracle, Hyperion, and SmartView, to improve reporting accuracy, automation, and efficiency.
- Collaborate with IT, Accounting, and external consultants to ensure alignment between financial systems and business needs.
Business Partnership- Partner with leaders across the business to provide financial insights and decision support.
- Support Private Equity ownership requirements, including enhanced reporting, KPI development, and ad-hoc financial analysis.
- Drive continuous improvement in FP&A processes, controls, and scalability as the firm grows.
- Stays abreast of industry trends and assists in developing meaningful benchmarking analysis.
- Participate in special projects and studies, and other ad hoc analyses as requested.
EXPERIENCE/CREDENTIALS- Bachelor's degree in finance, Accounting, Economics, or related field.
- 4 - 6 years analytical experience in a Finance or related business role; Financial Services industry experience a plus.
- 3+ years' experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, NetSuite, etc.).
- 3+ years' experience in budget preparation and administration; strong financial and/or accounting acumen.
- Strong analytical and problem-solving skills; proficient in financial modeling and statistical analysis.
- Knowledge of complex and diverse financial policies, practices, and procedures, including GAAP.
- Experience preparing executive and board level presentations.
- Experience in a Private Equity-backed company or highly leveraged environment.
- Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).
- MBA, CPA, or CFA a plus.
COMPETENCIES- Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure.
- Drives continuous improvement of processes, and coaches and mentors' others as needed to build skills, improve efficiencies, and increase team effectiveness.
- Strong organizational, project management, and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
- Excellent oral and written communication skills.
- Excellent ability to handle critical internal relationships within the firm, including with other departments and employees of all levels, up to and including the Management team.
- Strong strategic thinking, problem solving, and analytical skills; able to clearly define a problem, synthesize data to derive fact-based insights, and provide actionable recommendations.
- Able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs.
- Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standards in all practices.
- Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.
FEATURED BENEFITS: - Discretionary Bonus
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
