200+ applicants

Overview

Company

Original Job Post

Mercer Advisors · 2 days ago

Senior Financial Analyst, FP&A

United States

Full-time

Remote

Mid Level

2+ years exp

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Responsibilities

Conduct comprehensive financial analysis to support strategic decision-making, including but not limited to budgeting, forecasting, and variance analysis.

Manage and analyze headcount plans, movement, and analysis working closely with cross-functional teams.

Maintain and evolve capacity models for sales, relationship management, and value-added services across customer segments and markets.

Prepare monthly, quarterly, and annual financial reports and presentations for management, investors, and stakeholders.

Develop and maintain financial models to evaluate business performance, analyze trends, identify areas for business optimization.

Collaborate with enterprise-wide teams to develop annual operating plans, financial forecasts, and strategic initiatives.

Evaluate investment opportunities, conduct ROI analysis, and provide recommendations to optimize capital allocation.

Support ad-hoc financial analysis and special projects as required.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FinanceFinancial ModelingForecastingAnalyticalProblem-SolvingDecision-MakingOracle NetsuiteFP&A ReportingWealth ManagementFinTechCapacity ModelingInfluencing

Required

Bachelor's degree in finance, economics, accounting, or business administration.

2+ years of experience in finance related roles.

Strong business acumen and ability to translate financial data into actionable insights.

Excellent analytical, problem-solving, and decision-making skills.

Proficiency in financial modeling, forecasting, and analysis.

Preferred

MBA or Masters in Finance (MSF)

Experience with Oracle Netsuite and FP&A reporting software.

Wealth Management, Finance, or FinTech industry experience.

Capacity modeling experience

Ability to influence without authority.

Benefits

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan

Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan

Two comprehensive Dental Plans

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care

14 Company Paid Holidays with a full week off at Thanksgiving

Generous paid time off program for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time

Adoption Assistance Reimbursement Program

Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match

Pet Insurance