Financial Planning & Analysis Analyst

Job Description

Job Description

*We are only able to consider candidates in NE Ohio who do not require sponsorship now or at any point in the future.  Unfortunately, relocation and sponsorship are not available for this position.

Who we are:

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. 
• Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork.  We subordinate our egos to work together for the benefit of our clients. 

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position ~ 

We are seeking a motivated and detail-oriented FP&A Analyst to join our finance team. This role is ideal for someone who is eager to build strong financial modeling and analytical skills, enjoys working with data to uncover insights, and wants to grow their business partnership capabilities within a collaborative finance function. You will support financial modeling, business analysis, and reporting efforts that inform decision-making across the organization. 

Responsibilities

• Financial Modeling & Analysis: Build and maintain financial models and analyses to support budgeting, forecasting, and ad hoc business decisions, under the guidance of senior team members.
• Business Partnership: Partner with department stakeholders to gather data, understand key business drivers, and translate financial results into clear, actionable summaries.
• Budgeting & Forecasting Support: Assist in the preparation and maintenance of the annual budget and periodic forecasts, including data collection, variance analysis, and file management.
• Reporting & Insights: Prepare recurring and ad hoc financial reports, dashboards, and presentations for finance leadership, ensuring accuracy and timeliness.
• Variance Analysis: Analyze actual results against budget/forecast, identify key drivers of variance, and summarize findings for review.
• Process Support: Support process improvement initiatives within financial planning and reporting, including documentation and testing of new tools or templates.
• Special Projects: Assist with strategic projects as needed, including light support on M&A analyses, business case development, and cross-functional initiatives.

Required Skills/Experience

• Bachelor's Degree in Finance, Economics, Accounting, or a related field
• 3–5 years of experience in financial planning and analysis, accounting, or a related analytical role
• Solid technical and modeling skills, including familiarity with financial statements, budgeting/forecasting processes, and variance analysis
• Strong attention to detail and a commitment to accuracy in data and reporting
• Ability to manage multiple deliverables and deadlines in a fast-paced environment
• Strong proficiency in Excel (formulas, pivot tables, basic modeling)
• Clear written and verbal communication skills, with the ability to present financial information to non-finance audiences

Preferred Skills/Experience

• Experience with Workday Adaptive Planning or a similar planning/reporting tool
• Exposure to PowerPoint or data visualization tools (e.g., Power BI, Tableau) for reporting purposes
• Prior internship or work experience in investment banking, corporate finance, or public accounting

Competencies

• Analytical Thinking: Approaches problems methodically and uses data to draw sound conclusions.
• Curiosity & Learning Agility: Seeks to understand the "why" behind the numbers and is eager to develop new skills.
• Collaboration: Works effectively with finance colleagues and business partners across departments.
• Communication: Conveys financial information clearly and adapts communication style to the audience.
• Adaptability: Comfortable shifting priorities and taking direction in a dynamic, growing environment.
• Ownership: Takes accountability for the accuracy and timeliness of assigned work.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship.

EEO Statement:
At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:
Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.

Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.