Lead Financial Planning Analyst
2 weeks ago
Moneta Corporation stands out as one of the leading independent wealth management firms in the nation, recognized for its 150-year legacy of innovation and unwavering commitment to client service. Our firm is ranked among the Top 10 Registered Investment Advisors by Barron's, showcasing our dedication to excellence in financial management.
Position Overview
The Senior Financial Planning & Analysis (FP&A) Analyst plays a pivotal role in guiding the budgeting, forecasting, and analytical support for the Enterprise Services Team (EST) and its partner divisions. This position is crucial for empowering the VP of Finance, COO, and Board of Directors with the insights necessary for informed decision-making.
The primary responsibilities of the Senior FP&A Analyst encompass the development of financial models, comprehensive analysis, strategic planning, accurate forecasting, and detailed reporting. This role requires a blend of quantitative and qualitative evaluations of all operational dimensions within EST and partner teams, assessing financial performance against established goals while outlining future objectives and strategies. The Senior FP&A Analyst will also analyze economic and market trends, review historical performance, and proactively identify potential challenges, ensuring precise forecasting of Moneta's financial outlook.
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 evaluations.
- Communicate modeling concepts effectively to ensure clarity and accuracy for the intended audience.
- Support and mentor team members in their modeling initiatives and presentations to facilitate informed business decisions.
- Provide constructive feedback to refine existing models and develop new models based on management insights.
- Assist in automating processes and lead the implementation of advanced planning tools.
- Collaborate with various EST departments to collect and supply essential data for enhancing diverse applications.
- Oversee financial forecasting for revenue and assist in expense forecasting as needed.
- Prepare and present reports to partners, the Senior Management Team, and contribute to Board presentations.
- A Bachelor's degree in finance, accounting, business, engineering, or a related discipline is required; a Master's degree (MBA, Master of Finance, Master of Accounting) is a plus.
- Professional certifications such as CPA, CFA, or FPAC are advantageous.
- 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 systems (e.g., SAP, SalesForce) is essential.
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, including:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term and long-term disability, 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 & rewards
- Employee engagement activities
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