FP&A Analyst

This position will be an integral contributor to the Company’s developing FP&A efforts and data analysis tasks.

Responsibilities

• Assist in buildout of the FP&A function for a rapidly growing and dynamic organization
• Gain strong working knowledge of business, understanding what factors impact financial performance, how to present/articulate variance, and identify opportunities for reporting improvement
• Assist in development of FP&A module within ERP
• Assist in developing and preparing a firmwide financial reporting package each month for use with Senior Leadership and Board of Directors
• This involves working across departments to collate and clean data to support the production of monthly KPIs for respective business lines
• Requires ability to work through complex excel analysis to create thoughtful presentation exhibits
• Work directly with Manager and Functional Leaders to assist in developing new analytical reviews and metrics, both ad-hoc and recurring
• Examples include Assets Under Management, Net New Assets, New/Lost Client reporting, Divisional level financial reporting, and general KPI development for HR, Operations, Wealth Advisory departments
• Assistance on budgeting and reforecasting processes
• Initial budget creation and ongoing monthly analytics to understand fluctuations between current and prior periods and fluctuations between actual and budget/forecast
• Must be able to adapt to changing requirements, navigate multiple underlying data sources, and build positive and trustful working relationships across functions

Skills:

• Ability to work independently and as a team member; ability to set priorities and respond to changing demands from multiple sources
• Well-developed organizational, analytical, problem solving and time management skills
• Proficient with MS Office, particularly Excel and PowerPoint, working knowledge of VBA, macros and business intelligence (BI) tools a plus

Qualifications

• Bachelor’s degree in finance or accounting
• Minimum 2 years of relevant experience

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.