Senior FP&A Analyst

3 months ago

Akron, United States Sequoia Financial Group Full time

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

  • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
  • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
  • Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We are seeking an experienced and highly motivated Senior FP&A Analyst to join our finance team, reporting to our Vice President of FP&A. The successful candidate will be responsible for supporting the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability goals. The ideal candidate will have a deep understanding of financial management principles, strong analytical financial modeling skills, a drive to get behind the numbers, and the communication skills to explain results and trends.

Responsibilities
  • Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
  • Develop and maintain financial models for various business units and projects.
  • Analyze financial data to identify trends, variances, and opportunities for improvement.
  • Collaborate with cross-functional teams to gather relevant information for financial analysis.
  • Support the monthly financial reporting process, including variance analysis and management reporting.
  • Prepare ad-hoc financial analyses and reports as needed to support decision-making.
  • Assist in the evaluation of potential investments, mergers, and acquisitions.
  • Work closely with executive teams and stakeholders to unify departmental objectives, culminating in a single model of goals and expectations
  • Define and manage the firm's 'Should Cost' model to inform department-level budget target setting
  • Oversee joint business planning and integrated budget process in partnership with Head of Finance
  • Develop multi-year forecasting model; perform revenue and profitability scenario modeling
  • Define financial situation by completing quantitative analyses. Dive into financial data and provide insights.
  • Recommends financial actions based on firm's organizational goals.
  • Maintains knowledge by reviewing publications and keeping on top of industry changes.
  • Continuously improve financial processes and systems to enhance efficiency and accuracy
Requirements
  • Bachelor's Degree in Finance, Economics, Accounting or related field
  • 5+ years of experience in financial planning and analysis, investment banking, or a similar role
  • Ability to work independently and collaboratively in a fast-paced, growth-oriented environment
  • Experience developing financial reports, models and metrics, as well as complex analytics
  • Demonstrated ability to communicate effectively across organization through both verbal and written communication
  • Proficiency in Microsoft Excel and other financial software applications, such as Adaptive Planning
Preferred:
  • Private Equity experience preferred
  • Consulting
  • Working with an organization in a M&A focus
  • MBA

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