Focus Partners Wealth is seeking an FP&A Analyst that will be an integral contributor to the firm's developing FP&A efforts and data analysis tasks.
Primary Responsibilities
- Assist in buildout of the FP&A function for a rapidly growing and dynamic organization
- Gain strong working knowledge of business, understanding what factors impact financial performance, how to present/articulate variance, and identify opportunities for reporting improvement
- Assist in development of FP&A module within ERP
- Assist in developing and preparing a firmwide financial reporting package each month for use with Senior Leadership and Board of Directors
- This involves working across departments to collate and clean data to support the production of monthly KPIs for respective business lines
- Requires ability to work through complex excel analysis to create thoughtful presentation exhibits
- Work directly with Manager and Functional Leaders to assist in developing new analytical reviews and metrics, both ad-hoc and recurring
- Examples include Assets Under Management, Net New Assets, New/Lost Client reporting, Divisional level financial reporting, and general KPI development for HR, Operations, Wealth Advisory departments
- Assistance on budgeting and reforecasting processes
- Initial budget creation and ongoing monthly analytics to understand fluctuations between current and prior periods and fluctuations between actual and budget/forecast
- Must be able to adapt to changing requirements, navigate multiple underlying data sources, and build positive and trustful working relationships across functions
Qualifications
- Ability to work independently and as a team member; ability to set priorities and respond to changing demands from multiple sources
- Well-developed organizational, analytical, problem solving and time management skills
- Proficient with MS Office, particularly Excel and PowerPoint, working knowledge of VBA, macros and business intelligence (BI) tools a plus
- Bachelor’s degree in finance or accounting
- 2+ years of relevant experience
The annualized base pay range for this role is expected to be between $60,000-$70,000. 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.
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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
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Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
