FP&A Financial Analyst

Summary

Abacus Wealth Partners is a progressive financial planning firm devoted to helping people expand what’s possible with money. The FP&A Financial Analyst will work remotely with the finance team to ensure the company’s financial health, focusing on forecasting, analysis, and reporting.

Responsibilities

• Use AI to create automation in the Finance department
• Partners with cross-functional teams to help enhance processes and automate financial and operational reporting
• Establishes strong quality checks and controls to ensure data accuracy
• Reviews financial planning work processes, systems, and procedures for efficient workflow and conformity with accounting principles
• Serves as a key resource for insightful analysis that facilitates decision making
• Prepares and delivers comprehensive evaluations, proposals, and recommendations to executive leadership, committees, and other stakeholders
• Reviews and audits fee calculations
• Maintains simple loan ledgers and interest calculations
• Provides strong revenue analysis, explaining changes from prior periods and variance from budget
• Other general accounting functions including processing vendor invoices and client fees

Skills

• 3+ years of financial data analysis and forecasting experience
• Eager to learn and adopt the use of AI
• Excellent organizational skills and attention to detail
• Strong analytical and problem-solving skills
• Advanced Excel spreadsheet and financial modeling skills
• Ability to forecast trends and financial impacts based on multiple scenarios
• Self-starter with ability to assess priorities and meet deadlines
• Thorough understanding of generally accepted accounting principles (GAAP)
• An understanding and appreciation of our Core Values - we hope you live and breathe them like we do
• Financial industry knowledge and/or experience
• An interest in our work definitely helps – if you're jazzed about money, financial planning, or our overall holistic and mindful approach to business – please mention it in your application!

Qualifications

Must Haves

• 3+ years of financial data analysis and forecasting experience
• Eager to learn and adopt the use of AI
• Excellent organizational skills and attention to detail
• Strong analytical and problem-solving skills
• Advanced Excel spreadsheet and financial modeling skills
• Ability to forecast trends and financial impacts based on multiple scenarios
• Self-starter with ability to assess priorities and meet deadlines
• Thorough understanding of generally accepted accounting principles (GAAP)
• An understanding and appreciation of our Core Values - we hope you live and breathe them like we do

Nice to Haves

• Financial industry knowledge and/or experience
• An interest in our work definitely helps – if you're jazzed about money, financial planning, or our overall holistic and mindful approach to business – please mention it in your application!

Benefits

• Unlimited vacation
• Flexible work hours (and location)
• 18 weeks of paid parental leave