Financial Planning Analyst Lead

6 days ago


Étreux, Hauts-de-France, United States Loomis, Sayles & Company Full time

Loomis Sayles & Company seeks an experienced Financial Planning Analyst Lead to join its finance team. Located in Boston, this role is responsible for developing and enhancing key managerial planning, reporting, and analytics to support the CFO and stakeholders.

About the Role

This position involves developing executive-level managerial reporting to support the CFO, CEO, Management Committee, the Board, and Shareholders with financial oversight and governance. The ideal candidate will have a strong analytical background and experience working with complex business models and data.

  • Develop or enhance and maintain executive level managerial reporting to support the CFO, CEO, Management Committee, the Board, and Shareholders with financial oversight and governance.
  • Help develop and then manage accurate, timely, and insightful managerial reporting to support business unit visibility and analysis each reporting cycle.
  • Partner on broader finance deliverables, providing robust analytics and modeling support.
Requirements

To be successful in this role, you should have:

  • A Bachelor's Degree in Finance, Accounting, or a related field.
  • 5-7 years of directly related FP&A experience.
  • Strong analytical skills acquired through proven finance, accounting, or business experience.
  • Experience working with sophisticated modeling, planning, and forecasting tools such as Anaplan, Hyperion, and others.

The estimated salary for this position is $120,000 - $150,000 per year, depending on experience.

About Us

Loomis Sayles & Company is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide.



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