Cerity Partners · 1 day ago
Practice Development Analyst
Saratoga Springs, NY
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $75K/yr
2+ years expCerity Partners is a financial services firm focused on delivering exceptional client service. They are seeking a Practice Development Analyst to partner with firm leaders to translate financial data into actionable insights, design reporting systems, and enhance business development opportunities.
BankingFinanceFinancial Services
No H1B
Responsibilities
Partner daily with firm leaders, principals, analysts and client-facing business leaders to translate financial data and complex concepts into clear, actionable insights that drive growth across diverse firm initiatives
Design and implement tracking methodologies and reporting systems to monitor progress against current and emerging strategic firm priorities
Build and maintain monthly and quarterly practice performance dashboards and workbooks, ensuring wealth management practices stay aligned with firm-wide growth objectives
Prepare executive-level reports in collaboration with Data Engineering, Finance, Operations, and business leaders to ensure consistency and accuracy of data reporting across the organization
Leverage research tools and data analysis to identify and evaluate new business development opportunities in private client and institutional markets
Cultivate strong cross-functional relationships to enhance team efficiency, knowledge sharing, and operational scalability
Qualification
Required
2+ years of experience in Accounting, FP&A, or financial analytics roles with deep understanding of financial statements, revenue recognition, and performance measurement
Experience working for a Registered Investment Advisor (RIA), financial services firm, or corporate tax environment strongly preferred
Strong experience with Excel, Powerpoint and Salesforce with experience in executive reporting
Skills in SQL and Power BI, and experience managing data models and automated reporting processes preferred
Exceptional attention to detail with ability to identify patterns, anomalies, and data quality issues while working under tight monthly deadlines
Strong written and verbal communication skills with proven ability to present complex financial information to diverse stakeholders including executive leadership
Demonstrated ability to coordinate multi-team initiatives, manage competing priorities, and drive results through influence rather than direct authority
Strategic thinking combined with hands-on technical capability, comfortable diving deep into data issues while maintaining big-picture perspective
Bachelor's degree in Accounting, Finance, Business, or related quantitative field; CPA or relevant professional certifications a plus
Benefits
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase