Financial Analyst

Financial Analyst (Boston, Kansas City or Remote) Principal Responsibilities Owning and managing OpEx budgets for business line partners, building, maintaining, and explaining the numbers while proactively identifying variances and cost drivers before they become surprises. Building and maintaining driver‑based forecasts for new client inflows, working with business partners to develop and pressure‑test the assumptions that underpin those projections. Building and maintaining dashboards and reporting in Power BI that give business partners real‑time visibility into financial performance, proactively identifying manual or recurring workflows and replacing them with scalable, automated solutions. Preparing materials for internal leadership and external stakeholders (lenders, PE owners, etc.) that translate complex financial data into clear, decision‑ready insights. Baseline Requirements Bachelor’s degree in Finance, Accounting, or a related field; 1–3 years of FP&A, business finance, or financial analytics experience. Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners. Strong analytical and financial modeling skills with the ability to work through ambiguity and structure problems independently. Proficient in Excel, financial modeling, and preparing presentations. Preferred Qualifications Background in Financial Services, FinTech, or Wealth Management. Demonstrated use of analytics or BI tools to build something better, faster, or more scalable than what existed, regardless of tool. Hyperion or similar ERP/EPM planning tool experience (e.g., Anaplan, Adaptive Insights, IBM Planning Analytics). Salary and Benefits Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $61,100 - $81,400. Final base pay will be carefully determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. This role may also be eligible for discretionary bonuses, health, dental, and other wellness plans, as well as 401(k) contributions. Equal Employment Opportunity Statement Edelman Financial Engines encourages success based on individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital status, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that enable candidates to fully participate. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or emailing View email address on click.appcast.io. #J-18808-Ljbffr Edelman Financial Engines