Sr Analyst, Financial Planning & Analysis

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Job Description: Senior Analyst, Strategic Finance

Position Overview: We are seeking a Senior Analyst for our Strategic Finance team to support the Product, Technology and AI Business Line. This role will support the company's financial planning, forecasting, budgeting, CapEx/OpEx management and reporting functions. The Senior FP&A Analyst will work closely with Accounting, Finance and department leads to provide insights and financial analysis that drive business decisions. The ideal candidate will have experience in managing investment projects and capitalization, monthly accruals, accounting processes, financial reporting, and will possess strong analytical and problem-solving abilities to drive business performance.

Responsibilities:

 

Support the Finance team by executing key deliverables below with excellent attention to detail:

• Provide financial oversight of internally developed software and ensure proper accounting treatment of staff capitalization
• Work closely with the accounting team to ensure proper documentation and recording of accruals, journal entries, and other financial transactions (e.g., capital project codes, spend category, cost center, etc.).
• Maintain and update existing standard models (e.g., staffing, detailed budget builds, etc.)  as well as contribute to further development of those models related to new initiatives (e.g., new strategic initiatives, staff versus contractor evaluation, CapEx strategy, etc.)
• Manage the monthly accrual process, ensuring accurate recognition of expenses in accordance with accounting principles and company policies. Assist with month-end and year-end closing activities to ensure timely and accurate financial reporting.
• Support monthly, quarterly, and annual reporting and budgeting cycles with KPIs, and insights tailored to Technology, Product and AI leadership. Including: developing cost center budgets, capital planning, and project-level forecasting for Technology investments and Product initiatives.
• Track department-level performance (supporting business line leaders with monthly reports headcount, spend, variance analysis, department P&L forecasting)
• Maintain, create, automate, and improve Adaptive Insights financial models and reporting templates, focused on the evolving needs of the managed business area
• Liaise with other teams (e.g., Accounting, Product Ops, Procurement) to maintain accurate forecasting and partner on month-end variance analyses to better refine monthly forecasting
• Support special projects, including ROI analysis for new Technology investments, Product launches, and platform enhancements.

The Experience We Prefer:
 

• Chartered Accountant/CPA, CMA or Master’s degree in Finance or equivalent qualification
• 3-5 years of experience as an Analyst or Associate in corporate finance (FP&A), investment banking, or other Finance role with financial modeling experience and ideally coming from an institution with a training / rotational / development program
• Proactive problem-solving skills with the ability to work independently
• Ability to take initiative while managing time across multiple workstreams and stakeholders
• Experience in cross-functional collaboration with the Accounting, Business groups, Operations and Procurement teams
• Extensive experience using Microsoft Excel
• Strong analytical abilities, with a track record of identifying insights from financial information and translating into business analytics and recommendations with a high level of accuracy

Experience with ERP systems (e.g., Workday, SAP, Oracle) and FP&A tools (e.g., Hyperion, Adaptive Insights, Office Connect) is preferred.

To ensure a secure hiring process we have implemented several identity verification steps, including submission of a government issued photo ID. We conduct identity verification during interviews, and final interviews may require onsite attendance. All candidates must complete a comprehensive background check, in-person I-9 verification, and may be subject to drug screening prior to employment. The use of artificial intelligence tools during interviews is prohibited and monitored. Misrepresentation will result in immediate disqualification from consideration.

Mandatory Requirements:

Employees must have a high-speed broadband internet connection with a minimum speed of 50 Mbps and the ability to set up a wired connection to their home network to ensure effective remote work. These requirements may be updated as needed by the business.

Evolent is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. If you need reasonable accommodation to access the information provided on this website, please contact [email protected] for further assistance.

The expected base salary/wage range for this position is $. As part of our total compensation package, Evolent is proud to offer comprehensive benefits (including health insurance benefits) to qualifying employees. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.