Position 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.
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 - $110,000. 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.
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SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.
SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.
SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
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.
Skills Required
- Bachelor's degree in finance, economics, or a related field
- 3+ years of experience in finance, consulting, or a similarly analytical environment
- Strong financial modeling and analytical skills
- Advanced proficiency in Excel and PowerPoint, experience creating executive-level presentations
- Experience with Workday Adaptive Planning or similar planning tools
- Demonstrated ability to manage projects and work effectively with senior stakeholders
- Strong written and verbal communication skills
What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients. The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform. We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
