Own and enhance enterprise revenue forecasting models across multiple revenue streams
Translate market movements, advisor behavior, and business trends into actionable financial insights
Support executive-level reporting and deliver clear narratives around revenue drivers, risks, and opportunities
Partner cross-functionally with business leaders, Strategy, Treasury, and Investor Relations to connect operating performance to long-term value creation
Develop scenario analysis and stress testing to inform capital allocation and strategic decision-making

Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
3+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics
Excellent attention to detail
Self-starters who are dependable, can work independently, and run with asks that come with little initial direction
Focus on continuous improvement in all financial related processes
Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
CFA, MBA, or CPA preferred
Background in Wealth Management or Financial Services, with expertise in FP&A and related disciplines such as Treasury / Capital Management, and Investment Banking / M&A

Senior Analyst, Corporate FP&A

Key skills