Senior FP&A Analyst: Strategic Planning & Analytics

About The Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. About The Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Senior FP&A Senior Analyst to join our team, supporting key business leaders with high-impact financial insights, forward-looking analysis, and disciplined planning. At Equitable, Finance is a strategic partner to the business, playing a critical role in shaping decisions and driving performance. What You’ll Be Doing Support company wide projects and initiatives as it impacts FP&A functions and reporting (e.g. profitability analysis, strategic initiatives, M&A, etc.). Maintain the multi-year planning process and forecast process. Facilitate in the building of new processes to implement forecasts and redesign the planning process, leverage technology to improve efficiency and processes. Assist in coordinating and producing consolidated quarterly and annual reporting and financial reviews with other Finance stakeholders. Drive automation of production of analytics in a very fast-moving environment. Prepare documentation, analytics and controls to support internal and external reporting. Perform financial scenarios analysis to support management strategic and business decision making. Thrive in data-driven decision-making, cross-functional partnerships, and continuous improvement with a strategic thinker mindset. Collaborate with the Investor Relations to build the corporate story and the Treasury team for capital management initiatives. Take ownership of dedicated KPIs reporting. Work seamlessly with FP&A business counterparties and all other corporate support functions. This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration. The base salary range for this position is $92,000 - $150,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring Required Qualifications: Bachelor’s degree in Accounting or Finance 4+ years in financial planning & analysis and/or financial and business analysis Extensive knowledge of Excel and Power Point plus be a comfortable self-learner to support automation initiatives and automate production of analytics Established communication and presentation skills High focus on attention to detail Ready to drive transformation and implementation of new processes and tooling Preferred Qualifications: MBA or other advanced degree Well organized, with an ability to manage multiple projects simultaneously and expeditiously Proactive, high-energy with a hands-on approach to problem solving, and show initiative regardless of day or time Willing to develop, test and implement new processes Effective control mindset and ability to build process and procedures documentation Collaborative team player with the ability to build effective internal relationships and to interact with all levels of the organization, including senior management Skills Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material. Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan. Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes. About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at View phone number on click.appcast.io or email us at View email address on click.appcast.io. Primary Location UNITED STATES-NY-New York Other Locations UNITED STATES-NC-Charlotte, UNITED STATES-NY-Syracuse Schedule Full-time #J-18808-Ljbffr Equitable