Firm Overview:
Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.
Job Description Summary:
The OpportunityThe Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services is responsible for monthly and quarterly financial reporting, forecast, annual budget and ad hoc analysis for business partners across the firm. This is a hands-on role with an emphasis on performing financial analysis that provides senior management with insights needed to make strategic decisions around expenses. A strong communicator and team player, this role will work closely with peers in Finance & Accounting and across the business to build strong and collaborative partnerships across Accounting & Finance, Legal, Human Capital and other corporate functions.
Job Description:
Responsibilities
Financial Planning & Analysis
- Partner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecasts
- Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centers
- Analyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with clear, actionable commentary
Business Partnering
- Prepare monthly/quarterly P&L reviews, dashboards, and executive-ready summaries for Shared Services leadership
- Serve as the primary financial point of contact for assigned corporate functions, translating financial data into operational insight
- Support ad hoc analyses for leadership, including cost-benefit analysis, scenario planning, and resource allocation decisions
Continuous Improvement & Technology Adoption
- Proactively identify opportunities to streamline reporting and forecasting processes — reducing manual effort and cycle time
- Champion the adoption of AI-powered tools (e.g., AI for enhanced reporting, automation for data reconciliation, anomaly detection in spend data) within the FP&A function
- Partner with Financial Systems teams to optimize configuration and functionality of the enterprise planning/forecasting tool
Qualifications
- 5+ years of FP&A / budgeting / forecasting experience preferred
- Advanced proficiency in MS Excel (e.g. INDEX MATCH; complex SUMIF, Pivot Tables, V/H Lookups)
- Experience with Enterprise Planning tools (e.g., Oracle EPM)
- Able to manage complex financial data
- Strong and well-rounded project management experience, time management skills, attention to detail and ability to multi-task with often competing priorities
- Excellent communication skills; able to express complex thoughts clearly and convincingly in writing, in-person, and in group settings
- Self-starter constantly seeking and identifying process improvements and efficiencies
- Proven expertise in financial modeling and data analytics
- Service orientated with motivation to serve and support stakeholders
- Familiarity with Accounting principles
Base salary range for this role:
Pay Range Minimum:
77400Pay Range Maximum:
100600In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
Skills Required
- 5+ years of FP&A, budgeting, or forecasting experience
- Advanced proficiency in Microsoft Excel, including INDEX MATCH, complex SUMIF, Pivot Tables, and VLOOKUP/HLOOKUP
- Experience with enterprise planning tools such as Oracle EPM
- Ability to manage complex financial data
- Project management, time management, attention to detail, and ability to multitask
- Excellent written, verbal, and group communication skills
- Self-starter focused on process improvements and efficiencies
- Expertise in financial modeling and data analytics
- Service-oriented approach and motivation to support stakeholders
- Familiarity with accounting principles
Cambridge Associates Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cambridge Associates and has not been reviewed or approved by Cambridge Associates.
-
Healthcare Strength — Healthcare coverage is described as comprehensive, with plans that cover nearly everything including alternative medicines. The broader health, dental, and vision offering is positioned as generous and locally competitive with substantial employer support.
-
Parental & Family Support — Parental leave is positioned as fully paid upon hire, alongside broad leave and time-off policies. Backup child, elder, and pet care adds practical support for caregiving responsibilities.
-
Retirement Support — Retirement benefits include employer contributions, with references to matching in some plan descriptions. Employer-paid life and disability coverage further strengthens the financial protection portion of the package.
Cambridge Associates Insights
What We Do
We are a global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize their impact on the world. Working alongside its early clients, Cambridge Associates pioneered the strategy of high-equity orientation and broad diversification, which since its inception in the 1980s has been a primary driver of performance for institutional investors. Today, we deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, investment staff extension, and asset class mandates. Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA. Working with some of the world’s most sophisticated institutional investors, we bring a deep knowledge of portfolio management best practices to the clients we serve, and select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
