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Strategic Financial Planning Manager

2 months ago

St Louis, Missouri, United States Moneta Corporation Full time
Company Overview

Moneta Corporation stands as a distinguished leader in the wealth management sector, recognized among the Top 10 Registered Investment Advisors (RIAs) by Barron's. With a legacy spanning 150 years, we pride ourselves on our commitment to innovation, exceptional service, and unwavering loyalty to our clients, a hallmark of our independent firm.

Position Overview

The Senior Financial Planning & Analysis (FP&A) Analyst plays a pivotal role in steering the budgeting, forecasting, and analytical support for the Enterprise Services Team (EST) and its partner divisions. This position is essential in equipping the VP of Finance, COO, and Board of Directors with the insights necessary for informed decision-making.

The core responsibilities of the Senior FP&A Analyst encompass the development of financial models, conducting thorough analyses, strategic planning, forecasting, and comprehensive reporting. This role requires a blend of quantitative and qualitative assessments of all operational facets of EST and partner teams, evaluating financial progress towards established objectives while charting future goals and strategies. The Senior FP&A Analyst will also analyze economic and market trends, review historical performance, and proactively identify potential challenges, all while ensuring accurate and clear forecasts of Moneta's financial trajectory.

Key Responsibilities
  • Design and execute financial modeling for partner teams using Excel, covering all lifecycle events including standard quarterly updates, PIT analysis, succession modeling, and ad-hoc analyses.
  • Communicate modeling concepts effectively to ensure clarity and understanding among diverse audiences.
  • Guide team members in modeling initiatives and presentations that support critical business decisions.
  • Provide insightful feedback to refine existing models and develop new ones based on management input.
  • Assist in the automation of processes and lead the integration of planning tools within the department.
  • Collaborate with various EST departments to collect and share essential data for the enhancement of different applications.
  • Oversee EST financial forecasting for revenue and assist in expense forecasting as needed.
  • Prepare and deliver presentations to partners and senior management, contributing to Board reporting efforts.
Qualifications
  • A Bachelor's degree in finance, accounting, business, engineering, or a related discipline is mandatory. A Master's degree (MBA, Master of Finance, Master of Accounting) is advantageous.
  • Professional certifications such as CPA, CFA, or FPAC are beneficial.
  • A minimum of 3 years of experience in financial modeling and analysis is required.
  • Expertise in data analysis, financial modeling, and forecasting using advanced Excel techniques and other relevant systems (e.g., SAP, SalesForce) is essential.
Additional Information

Moneta Corporation is dedicated to fostering a supportive environment for our employees, offering a comprehensive benefits package designed to enhance the well-being of our team and their families, which includes:
  • Paid holidays
  • Paid time off (PTO)
  • Employer cost-shared medical and dental insurance
  • Employer-funded short-term and long-term disability insurance, AD&D insurance, and basic life insurance
  • 401k Match - 50% of employee contributions up to 6% of compensation
  • Discretionary annual profit-sharing bonus
  • Paid parental leave
  • Professional development reimbursement
  • Paid volunteer time off (VTO)
  • Employee referral incentive bonus program
  • Onsite wellness programs and rewards
  • Employee engagement activities
Moneta Corporation operates as a fiduciary fee-only Registered Investment Advisory firm and does not engage in holding securities licenses, with the exception of Series 65. We also maintain a policy against outside business activities, insurance commissions, and/or trails.