Senior Associate, Financial Planning & Analysis
$90k - $105kFocus Partners Wealth
- # Senior Associate, Financial Planning & AnalysisApplyremote type: Partially Remotelocations: Boston, Massachusettstime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100110**Job Description Summary:**This role will be an integral contributor to the SCS FP&A function, with a strong emphasis on data analytics, financial systems, automation, and scalable reporting. The ideal candidate brings a technical and analytical skill set — with experience in data analytics, data engineering, business intelligence, or financial systems — and can translate complex data into clear financial insights, executive-ready reporting, and actionable business recommendations. The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems, working with large and complex datasets, building repeatable analytical processes, and communicating insights to senior leaders. This is a hybrid role based in Boston, MA.**Job Description:****Primary Responsibilities*** Partner with the Head of FP&A and CFO on critical finance, data, and technology initiatives, including financial systems implementations, reporting automation, and planning process improvements* Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems, or other data visualization / business intelligence platforms* Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy across financial models and reporting outputs* Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting processes, and automate recurring analyses where possible* Translate business questions into structured analyses, dashboards, models, and reporting outputs that support decision-making across the organization* Manage multiple concurrent projects, ensuring priorities, milestones, deliverables, and stakeholder expectations are met in a dynamic environment**Qualifications*** Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field* 3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or a similarly analytical / technical environment* Strong analytical and problem-solving skills, with the ability to work with complex datasets and translate findings into clear business narratives* Advanced Excel and SQL skills required; experience with Power BI, Python, Power Query, or similar data analytics / automation tools strongly preferred* Experience building dashboards, automated reporting processes, financial models, or analytical tools that improve decision-making and reduce manual effort* Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business performance drivers* Experience with Workday Adaptive Planning, Snowflake, data warehouses, or similar financial planning / data platforms is a plus* Demonstrated ability to structure ambiguous problems, manage analytical workstreams, and partner effectively with finance, technology, and senior business stakeholders* Strong written and verbal communication skills, with the ability to present technical or analytical concepts clearly to non-technical audiences* Detail-oriented, intellectually curious, and comfortable balancing hands-on data work with executive-level communication and project managementThis is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $105,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
- J-18808-Ljbffr Focus Partners Wealth
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Associate, Financial Planning & Analysis in Brooklyn, NY vacancy
- ...Benefits Design and Strategy Team as a Senior Associate! Our U.S. Benefits Design and Strategy... ...insurance, long-term disability), monitoring plan performance, regulations and... ...responsibilities:Analyze and report on the financial, clinical and operational performance of...SeniorVisa sponsorship
- ...innovative solutions and advanced data analysis. We value a culture of continuous improvement... ...environment for Resolution and Recovery Planning processes. You will provide oversight of... ..., controls or related experience within financial services or technology...SeniorWork at officeVisa sponsorship
- ...Reporting team as an Associate controller, and play a... ...provides high visibility to senior stakeholders in the... ...functions, with your analysis playing a crucial role... ...and analyze quarterly financial data for accuracy and... ...a retirement savings plan, backup childcare, tuition...SeniorBank staffVisa sponsorship
- ...for you to take your Product Associate career to the next level.As a... ...vendors), driving root-cause analysis, and ensuring timely recovery... ...business communications.Assist in planning and managing the release... ...JPMorganChase, one of the oldest financial institutions, offers...SeniorImmediate start
- ...Firmwide Regulatory Reporting & Analysis, is responsible for the... ...Controllers, Line of Business Planning and Analysis, Risk functions... ...series collects the firm’s financials and metrics forecast under different... ...’s capital adequacy.As a Senior Associate within the Firmwide...Senior
$123.5k - $170k
...As an Experience Design Senior Associate in CIB's Digital Enablement team... ...strong understanding of the financial services industry and JPMC's... ...satisfaction • Assist in the analysis of market trends, user... ...centers, a retirement savings plan, backup childcare, tuition reimbursement...SeniorJPMorgan Chase Bank, N.A.
Brooklyn, NY20 hours ago- ...best-in-class. As an Associate within the Fraud Strategy... ...of the business, data analysis to understand root... ...between fraud mitigation, financial performance, customer... ...and strategically to senior leaders and key stakeholders... ...a retirement savings plan, backup childcare,...SeniorTemporary work
Aumni
Jersey City, NJ1 day ago - ...Quantitative Analytics Senior Associate You'll join the Card Data & Analytics... ...Conduct sophisticated analysis and deliver tactical and... ...About Us Chase is a leading financial services firm, helping nearly... ..., a retirement savings plan, backup childcare, tuition reimbursement...Senior
Chase
Jersey City, NJ4 days ago - JPMorgan Chase & Co. seeks a Senior Associate in Home Lending Planning and Analysis in Kentucky. This role involves leading the development of advanced forecasting models for strategic decisions and regulatory compliance. Responsibilities include maintaining models, conducting...Senior
- ...of working.Job summaryAs a Senior Associate, Data Scientist in People Analytics... ...spacesProficiency in data analysis and visualization (e.g., SQL... ...cultureChase is a leading financial services firm, helping... ...centers, a retirement savings plan, backup childcare, tuition reimbursement...Senior
- About The Role: As a CBRE VAS Senior Associate, you will prepare market value appraisals on real estate with minimal direction and oversight... ...guidance from a senior appraiser. Prepare and complete analysis and research for simple properties assigned to an appraisal report...Senior
- ...collection, aggregation, reporting, and analysis of CORE program data Review and interpret... ...practical experience Experience in financial services, with exposure to controls,... ...skills, including the ability to influence senior stakeholders Demonstrated ability to...SeniorWork at officeVisa sponsorship
Chase
Brooklyn, NY3 days ago $110k - $120k
## Senior Associate, Product MarketingApplylocations: Bostontime type: Full... ...participation in product planning discussions, development and... ...professionals* Solid knowledge of financial markets, infrastructure and... ...of comfort with numbers and analysis* Familiarity and...SeniorWork at officeLocal areaRemote work1 day per week$111.2k - $126.9k
## Senior Associate, Compensation AnalyticsApplylocations: McLean, VAtime... ...with performing compensation analysis on essential initiatives,... ...discretionary depending on the plan.Capital One offers a... ...and inclusive set of health, financial and other benefits that support...SeniorFull timePart timeCasual workLocal area- ...analytics and cross-functional collaboration. As a Senior Associate in Home Lending Planning and Analysis (P&A), you will lead the development and enhancement... ...and impactful contributions to the organization’s financial and operational objectives. Responsibilities Develop...SeniorWork at office
$168k - $210k
Position: Senior Associate, Strategy & Operations Department: Strategy &... ...projects, conduct advanced analysis, and drive strategic and operational... ...analysis across strategic, financial, and operational topics;... ...processes such as annual planning, performance tracking, or special...SeniorWork at office$80k
## Senior Associate, Proposal Pricing (West Coast)Applyremote type: Remotelocations... ...including trial cost analysis, final study budget... ...FTE costs), maintenance of financial systems, and trial budget management... ...interfaces with Project Planning, Contract Development, Global...SeniorContract workWork at office- ...best-in-class. As an Associate within the Fraud Strategy... ...of the business, data analysis to understand root... ...between fraud mitigation, financial performance, customer... ...and strategically to senior leaders and key... ...a retirement savings plan, backup childcare, tuition...SeniorTemporary work
$110k - $125k
...Summary The Business Development Senior Associate will play a critical role in... ...honing vital analytical, financial modeling, deal structure... ...in-depth market research and analysis to understand changes within... ...potential, and long-term incentive plan. Fueled by Excellence &...SeniorWork at officeRemote work- ...strategic initiatives that blend business needs, user insights, and cutting‑edge AI technologies. As a UX Conversation Designer, Senior Associate in the Employee Experience team, you will help shape the user experience across our products and services — including the...Senior
J.P. Morgan
Brooklyn, NY20 hours ago - ...manufacture of next-generation therapeutics. We're seeking a Senior Associate Scientist to join our Synthetic Biology team on a 6 month... ...activities and effectively communicating results, progress and plans This is a full-time, 6-month contract position providing maternity...SeniorPermanent employmentFull timeContract workTemporary workFor contractors
$27.5 - $28.5 per hour
...audubonsociety. Position Summary The Senior Associate, Stewardship supports Grange... ...Ohio Centers' conservation plans. This position is classified... ..., quarterly billings, and financial reports in close... ...perspectives and experiences in data analysis to foster a more...SeniorWork at officeLocal areaFlexible hoursAfternoon shift- ...growth through teamwork. As an Associate, Relationship Manager II... ...including the annual revenue plan at target margins by maintaining... ...quarterly business reviews and analysis on strategic client relationships, providing compelling financial and market analysis to support...SeniorBank staff
- ...MLB Network, located in Secaucus, NJ, seeks a Manager of Financial Planning and Analysis to lead budgeting, forecasting, and reporting across MLBN... ...affiliated entities. You will supervise FP&A staff, partner with senior leaders, and drive improvements in dashboards and...SeniorLocal area
MLB Data Operations
Secaucus, NJ4 days ago $75k - $125k
## Associate, Financial Planning & AnalysisApplylocations: Miami: Bostontime type: Full timeposted on: Posted Todayjob requisition id: Req159704... ...Difference You Make:** The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures...Hourly payFull timeContract workWork experience placementShift work- ...development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and... ...intelligence tools to conduct heat mapping, competitive analysis, and market insights to inform sourcing strategies Identify...SeniorFull timeWork at officeRemote workFlexible hours
DTCC
Jersey City, NJ3 days ago $115k - $180k
...decision-makers. Responsibilities of a Senior Associate At its core, everything we do is oriented... ...company and industry trends, analysis and modeling, developing client presentations... ...ability to create and manage structured work plans to meet client expectations and guide...SeniorWork experience placementWork at office- ...forefront of innovation in the financial markets. We are committed to... ...the ET Project Management Senior Associate will focus on leading... ...escalated in a timely manner Plan, organize and manage projects... ...formulas, PivotTables, and data analysis Experience with program /...SeniorFull timeRemote workFlexible hours
DTCC
Jersey City, NJ4 days ago - ...client engagements on health benefits strategies, including financial projections, plan design optimization, and renewal negotiations. You will... ...financial contact for clients while guiding analysts and associates. This hybrid role requires strong analytical skills and...Senior
- ...engagements on health benefits strategy, including financial projections, plan design optimization, and renewal... ...contact for clients and mentor analysts and associates. The role emphasizes actuarial soundness, data-driven analysis, and effective client communication. A BA/...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate, Financial Planning & Analysis. Be the first to apply!
Related searches
- radiology associates Brooklyn, NY
- cash room associate Brooklyn, NY
- media associate Brooklyn, NY
- creative associate Brooklyn, NY
- associates degree in criminal justice Brooklyn, NY
- social impact associate Brooklyn, NY
- associate trainee Brooklyn, NY
- membership associate Brooklyn, NY
- family law associate Brooklyn, NY
- associate professional Brooklyn, NY