Strategic Wealth Designers · 3 hours ago
FP&A Analyst
Louisville, KY
Full-time
Onsite
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expStrategic Wealth Designers is a full-service financial firm focused on retirement planning and is looking for a new FP&A Analyst to join their team. The role involves supporting financial planning, forecasting, and performance management, working closely with senior leadership to provide actionable financial insights.
Financial Services
Hiring Manager
Hannah Gowen
Responsibilities
Prepare, maintain, and update the 13-week rolling cash flow forecast, including variance analysis and liquidity monitoring
Assist in the development of annual budgets and periodic forecasts using NetSuite Planning and Budgeting
Perform budget vs. actual analysis and provide clear explanations of variances
Support scenario modeling and sensitivity analysis for revenue, expenses, and staffing
Produce monthly and quarterly financial reporting packages for senior management
Communicate financial results, trends, and risks to leadership in a clear and concise manner
Partner with department heads and location leaders to understand performance drivers and explain results
Track and analyze company-wide KPIs, including revenue, profitability, productivity, and expense metrics
Help maintain dashboards and standardized reporting for consistent performance measurement across locations
Identify trends and provide insights to support operational and strategic decisions
Maintain and validate financial data integrity between NetSuite GL and Planning & Budgeting
Assist with improving FP&A processes, reporting automation, and forecasting accuracy
Support ad-hoc financial analysis projects as requested by senior management
Collaborate with Accounting on month-end close timing, accruals, and financial statement accuracy
Support special projects related to growth initiatives, new locations, or operational improvements
Qualification
Required
Bachelor's degree in Accounting or Finance
2+ years of experience in public accounting or industry finance/accounting roles
Strong financial analysis, analytical reasoning, and attention to detail
Proficiency in Excel (pivot tables, formulas, data analysis)
Ability to clearly communicate financial information to non-finance stakeholders
Preferred
Experience with NetSuite and/or NetSuite Planning and Budgeting
Exposure to budgeting, forecasting, or FP&A processes
Experience working in a multi-location
Benefits
Comprehensive benefits package included.
Company
Strategic Wealth Designers
Strategic Wealth Designers is an independent retirement planning firm focused on safer money strategies & providing an unmatched experience
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dustin Stanley
Executive Vice President and Partner
Jordan Schwartz
Partner
Company data provided by crunchbase