Senior FP&A Analyst

TL;DR

Senior FP&A Analyst: Provide foundational financial support to Distribution Solutions leaders including forecasting, budgeting, actuals reporting, and financial modeling with an accent on strategic analyses and decision-making. Focus on leading quarterly forecasts, ad hoc modeling, variance analysis, and expense management for over $1B in organizational expenses.

Location: Hybrid schedule, typically 1-2 days/week in office (US-based)

Salary: $70,434 - $95,294 per year

Company

Membership-owned fraternal organization providing financial advice, investments, insurance, banking, and generosity programs to help clients achieve financial clarity.

What you will do

• Collaborate with business leaders on financial planning, forecasting, and strategic decision-making.
• Lead preparation of detailed budgets, quarterly forecasts, and long-range plans.
• Perform complex ad hoc analyses and modeling to identify business opportunities and cost reductions.
• Manage monthly forecast reviews, variance analysis, and expense affordability for $1B+ portfolio.
• Support resource investment analysis across project portfolios and initiative success metrics.
• Prepare communications and lead meetings on business performance, KPIs, and investment insights.

Requirements

• Bachelor’s degree in accounting, business, or finance required; advanced degree or CPA/CMA/MBA preferred
• 2+ years in FP&A, financial analysis, or public accounting
• Experience in financial forecasting, budgeting, business partnering, and modeling.
• Advanced spreadsheet skills.
• Critical thinking, handling multiple priorities, strong interpersonal skills.
• Ability to work independently and influence across organization levels.

Culture & Benefits

• Flexible hybrid work schedule (1-2 office days/week).
• Competitive compensation with bonuses, medical/dental/vision insurance, HSA/FSA.
• 401k, pension, life/disability insurance, paid parental leave.
• 20 days PTO, sick/safe time, 10 paid holidays, volunteer time off, EAP, well-being benefits.