Finance Associate (FP&A)

• Location: Boston, MA
• Type: Perm (Contingency)
• Job #48542
• Salary: $115,000

Job Overview - Finance Associate (FP&A)

Compensation: $115,000 - $145,000/year + bonus

Location: Boston, MA

Schedule: Monday to Friday (Hybrid)


Atlantic Group is hiring a Finance Associate (FP&A) in Boston, MA for our client, supporting financial planning, expense analysis, and management reporting within a financial services environment. In this role, you will lead budgeting and forecasting, analyze operating expenses, and deliver data-driven insights while partnering with business leaders and senior stakeholders. The ideal candidate will leverage advanced Excel and reporting tools to drive transparency, support decision-making, and improve financial processes.


Responsibilities as the Finance Associate (FP&A):

• Financial Reporting: Prepare and present management reports on expenses, performance metrics, and budget adherence.
• Budgeting & Forecasting: Support annual budgets, forecasts, and long-term financial planning.
• Expense Analysis: Analyze operating expenses and provide insights to support business decisions.
• Business Partnership: Collaborate with stakeholders across finance and operations to support strategic initiatives.
• Data Analysis & Modeling: Build financial models and deliver analysis to evaluate performance and trends.

Qualifications for the Finance Associate (FP&A):

• Education: Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field is required.
• Experience: 5-7 years of experience in FP&A, management reporting, or financial analysis within financial services or consulting environments is required.
• Industry Knowledge: Experience with budgeting, forecasting, and expense management within a corporate or investment environment is preferred.
• Technical Skills: Advanced proficiency in Microsoft Excel and financial modeling is required.
• Skills & Attributes: Demonstrates strong analytical, communication, and stakeholder management skills with the ability to operate in a fast-paced, client-facing environment.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

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