FP&A Business Partner leading analytics development and financial planning for Client Solutions and Wealth Management. Collaborating with leaders to drive actionable insights and strategic decision-making.
Responsibilities
Analyze business performance, financial results, and key metrics to identify trends, risks, and opportunities
Lead the creation and maintenance of financial models for budgeting and forecasting
Collaborate with subject matter experts to acquire knowledge necessary to build and interpret analytics
Prepare analytical illustrations for CSWM leaders and business area SMEs
Continuously improve analytical processes and tools
Requirements
5+ years’ experience developing and presenting financial and business analytics
5+ years’ experience analyzing financial statements and interpreting results
Experience using data tools (e.g., Excel/Tableau)
Advanced analytical aptitude
Experience working across multiple business areas and/or lines of business
Comfortable transforming a conceptual analytical framework into tangible insights
Benefits
Health insurance
401(k) matching
Flexible working hours
Professional development opportunities
Annual incentive compensation
Job title
FP&A Business Partner, Client Solutions, Wealth Management
Director of Financial Reporting & Allocation Strategy leading financial allocation for global reinsurance company. Ensuring accuracy and compliance, driving process simplification across management and legal entities.
Senior Manager leading the client accounting function at Ellis Porter, overseeing billing and receivables while enhancing financial performance. Building a high - performing team and collaborating with firm leadership.
Finance Apprentice at John Lewis Partnership training to drive performance and influence financial decisions. Flexible hybrid work between Bracknell and London campuses with professional mentoring.
Senior Financial Analyst involved in financial analysis and budget management for healthcare organization. Collaborating with management to support financial decision - making and reporting.
Operations Financial Analyst providing financial support to operations and finance teams. Involves variance analysis, trend identification, and process improvement for financial reporting.
Manager Financial Planning & Analysis providing financial planning and analysis services at NiSource. Leading financial performance analysis and collaborating with stakeholders for operational insight.
Senior Manager leading the creation of financial market strategies at PwC. Guiding projects, interacting with senior clients, and motivating teams to achieve operational excellence.
Investment Analyst handling valuations and financial modeling for private equity agricultural investments. Collaborating with teams and managing acquisition processes in a hybrid work environment.
Supervisor managing financial operations and payment recovery for a healthcare financial solutions provider. Ensuring accuracy, timely reporting, and effective team leadership in diverse operational contexts.
Director of Strategic Finance providing financial leadership for decision - making at Early Warning. Overseeing budgeting, planning, and profitability analysis across the organization.