Senior Associate - Financial Planning and Analysis

About This Role

Responsibilities JOB DESCRIPTION

• Partner with Finance leaders to develop, update, and deliver annual budgets, rolling forecasts, and multi-year financial plans.
• Build and manage relationships with business leaders, finance partners, and operational teams to support performance improvement initiatives.
• Conduct in-depth financial analysis, modeling, and scenario planning to guide strategic business decisions.
• Provide variance analysis on actual versus budget/forecast results, identifying drivers and recommending corrective actions.
• Design and maintain reporting dashboards that provide real-time insight into key performance indicators.
• Continually seek and support process improvements and automation within FP&A operations.
• Partner with stakeholders to support strategic initiatives, mergers, acquisitions, and new business ventures with financial analysis and recommendations.
• Manage monthly management reporting cycles, ensuring accuracy, timeliness, and insight-driven commentary.
• Collaborate with finance teams to ensure compliance with internal controls and firmwide financial governance practices.
• Prepare detailed financial presentations for senior management and executive committees.
• Leverage advanced data analytics to identify growth opportunities, cost efficiencies, and performance trends.
• Support integration and roll-out of new FP&A technology solutions and tools across the firm.
• Act as a trusted advisor for internal stakeholders regarding financial performance trends and budgeting best practices.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration (Master’s degree or professional qualification such as CPA/CFA preferred).
• Minimum of 5 years’ experience in finance with at least 4 years in FP&A or related analytical roles.
• Experience working in professional services, consulting, or large corporate environments preferred.

Required Skills

• Strong financial modeling and data analysis competencies with proficiency in Excel, Power BI, or other analytics tools.
• Advanced knowledge of budgeting, forecasting, and variance analysis techniques.
• Excellent communication skills, capable of translating complex financial data into clear insights for non-financial stakeholders.
• Strong project management skills, able to coordinate multiple deliverables simultaneously under tight deadlines.
• Ability to apply critical thinking and structured problem-solving to ambiguous business challenges.
• Proficient in using ERP systems (e.g., SAP, Oracle) and FP&A planning platforms.
• Data-driven mindset, leveraging KPIs and metrics to drive business decisions.
• Adaptable and innovative, with the ability to refine FP&A processes to meet evolving business needs.
• A proactive, client-focused, solution-oriented team player who thrives in collaboration but can work independently when required.
• Strong interpersonal skills with the ability to build trusted relationships across organizational levels.
• Displays integrity, transparency, and professionalism, with a commitment to maintaining high ethical standards.