Financial Planning and Analysis Supervisor jobs in United States
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Atlantic Group · 3 weeks ago

Financial Planning and Analysis Supervisor

positionGreater Boston
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date4+ years exp

Atlantic Group is recruiting for a Senior Financial Planning & Analysis (FP&A) professional with expertise in financial modeling, company valuation, and transaction execution. This role involves analyzing financial data, building investment valuations, and delivering high-quality client service in a fast-paced environment.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Carly Martin
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Responsibilities

Analyze financial data to forecast business performance and support strategic planning through advanced financial analytics
Build and evaluate investment valuations and conduct deal analysis for mergers, acquisitions, integrations, and divestitures
Interpret current and historical financial data to identify risks, trends, and opportunities, and translate insights into actionable strategies
Research and assess economic, market, and industry trends that may impact client businesses
Stay current on business and economic developments relevant to clients and their industries
Leverage technology and analytical tools to deliver innovative, high-value financial solutions
Consistently deliver high-quality client service by monitoring project progress and demonstrating strong technical expertise and professional judgment

Qualification

Financial modelingValuation methodologiesTransaction finance modelingExcelFinancial forecastingData visualization toolsAnalytical skillsClient-facing experiencePresentation skills

Required

4–6+ years of experience in a fast-paced, high-growth environment
Strong expertise in financial modeling, company valuation, and transaction execution
Client-facing experience in consulting, investment banking, public accounting, private equity, or venture capital
Advanced financial modeling skills
Strong experience building and explaining integrated three-statement financial models in Excel
Hands-on experience with transaction and strategic finance modeling, including equity and debt structures
Ability to create clear, executive-ready presentations that communicate key insights and recommendations
Experience developing financial forecasts at the company or business-unit level
Solid understanding of core valuation concepts and methodologies
Bachelor's or Master's degree in Finance, Accounting, Economics, Business, Engineering, or a related field, with 5+ years of relevant experience
Background in investment banking, consulting, corporate finance, FP&A, valuation, or a similar analytical environment
Comfort building financial models and analytical tools from scratch

Preferred

Experience with data or visualization tools (e.g., Power BI, Tableau, SQL, VBA) is a plus

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
dateFounded in 2006
location
Nyack, New York, USA
people-size51-200 employees
web-link
http://atlanticrecruiters.com

H1B Sponsorship

Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Recent News

Business Wire
The Atlantic Group, Managing More Than $1.6 Billion in Client Assets, Joins Ameriprise Financial
2025-10-28
Company data provided by crunchbase