Financial analyst

Financial Analyst (Boston-Hybrid)

At Edelman Financial Engines (EFE) , our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded i n our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Financial Analyst on the FP&A team, you will report directly to the FP&A Senior Manager of Financial Analytics and Investor Relations, with a dotted line to the FP&A Director of Financial Reporting. You will play a critical role in updating and enhancing the three-year operating model and preparing monthly financial reporting packages that are key to driving strategic decisions at the Executive and Board level.

This role blends financial reporting and analytics with opportunities to partner with external consultants to implement and launch new technology initiatives to support process improvements including generative AI functionalities. Additionally, you'll collaborate closely with functional leaders and senior finance partners to build models, monitor financial performance and support central initiatives that drive profitable growth. We are looking for a detail-oriented, self-starter, with a high level of professionalism that will enable our team to prioritize, track and analyze complex financial information.

If you have the passion for driving progress while combining both technical modeling and critical thinking skills to solve complex problems, this may be the opportunity for you!

Responsibilities:

• Financial Reporting: Play a key role in the month-end close process by preparing and analyzing variances, reconciling data between our accounting and reporting systems, and delivering accurate, timely financial reporting to support business decisions.
• Financial Modeling (On-going): Support the creation of monthly trending views to provide real time forecasts of projected financial performance of the organization. On an annual basis, help to develop a three-year projection by partnering with senior finance and internal business partners.
• Financial Modeling (Ad-hoc): Assist in creating and running complex models to analyze scenarios for different growth initiatives, capital investments and debt structures to drive critical decisions based on impact to Net Revenue, EBITDA and cashflow. Assist in analytical ad hoc requests from the CFO, SVP and VP of FP&A to provide valuable insights that drive the business forward.
• Lender Reporting & Investor Relations: Prepare lender materials for the Senior Finance Leadership team and External Stakeholders, including the large syndication of lenders that support our business and our private equity owners. This includes monthly business reviews, as well as quarterly earnings calls with lenders.
• Operational Improvement: Contribute to the automation of manual reporting processes. This includes partnering with outside consultants to test and implement new AI functionalities as they continue to rapidly evolve.
• Cross-Functional Business Partnering: Collaborate with teams across finance, accounting, and the business units to align forecasts, provide budget support, and increase financial accountability.

Requirements:

• Bachelor's degree in Finance , Accounting or Economics with 1-2 years of experience in Finance or related field, or a Master’s in Finance
• Advanced proficiency in Excel and p roven experience building and maintaining complex financial models
• Demonstrated ability to prioritize and manage multiple competing deadlines effectively in a fast-paced environment with attention to detail
• Strong written and communication skills; ability to create executive level presentations
• Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners

Preferred

• Hyperion/Oracle EPM experience a plus
• Understanding of SQL, Python, GenAI, Machine Learning is a plus

Edelman Financial Engines ta kes a market-based approach to pay. The expected base salary range for this role nationally is $60,600- $80,700 . However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com .

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected] .

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024 .