FP&A Manager (Boston, MA)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As an FP&A Manager on the Finance Team, you'll work closely with the VP of FP&A, CFO and broader finance organization to help provide the data and insights that lead to strategic decision making from a financial lens. 

We are looking for someone who has strong leadership and communication skills to collaborate with our business partners to prioritize, track, analyze and report on budgets and forecasting. If you have the passion for driving progress while combining both creative and critical thinking skills to solve complex problems, this may be the opportunity for you!  

Responsibilities:

• Financial Oversight: Manage the company's expense budgeting and forecasting processes. Conduct detailed variance analyses to understand the drivers of both favorable and unfavorable variances and report on financial performance against budget and forecast. 
• Strategic Analysis: Transform complex financial data into concise, impactful presentations that provide actionable insights to senior management. Partner with VP of FP&A to apply financial modeling and business segmentation techniques to predict outcomes and support business decisions.  
• Business Partnership: Act as a finance business partner to department heads and metric owners across the organization. Provide financial insights and guidance to help departments manage their budgets effectively while fostering creative problem-solving to address financial challenges.  
• Accountability and Escalation: Hold stakeholders accountable to their budgets and financial commitments, ensuring transparency and rigor in financial reporting. Know when to escalate critical issues to senior management and when to handle challenges independently. 
• Process Improvement: Continually assess and improve financial processes and controls to enhance the accuracy and timeliness of financial reporting. Lead initiatives to implement best practices in budget management and financial operations. 
• Program Management: Responsible for creating and managing comprehensive project plans and calendars for budget preparation, reforecasting, and month-end close processes. Ensure alignment and timely execution of finance-related projects across the organization. 
• Team Leadership: Manage, develop, and motivate a team of financial analysts. Provide guidance, training, and mentorship to enhance their professional growth and ensure high-quality financial analysis and reporting across the team.  

Requirements:

• Minimum of 5 years of experience in financial planning and analysis, with a proven track record of managing expense budgets and variance analyses 
• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field 
• Strong analytical skills and expertise in Excel, financial analysis and forecasting 
• Exceptional attention to detail combined with the ability to see the broader picture and prioritize accordingly to accomplish desired business outcomes and hit deadlines 
• Excellent communication skills, capable of conveying complex financial information in an understandable manner to all levels of the organization 

• Demonstrated ability to build and maintain strong relationships with business partners, fostering collaboration and accountability. 
• Intrinsic motivation with a strong desire to make a positive impact on their team and the organization as a whole 
• Understanding of basic accounting concepts and principles 
• Proficiency in financial software and systems, preferably with experience with ERPs (NetSuite) and reporting systems (Hyperion)

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $93,375 - $124,500. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Sep. 30, 2023.