[Hiring] Financial Analyst @Edelman Financial Engines

Role Description

The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following:

• Owning and managing OpEx budgets for business line partners, building, maintaining, and explaining the numbers while proactively identifying variances and cost drivers before they become surprises.
• Building and maintaining driver-based forecasts for new client inflows, working with business partners to develop and pressure-test the assumptions that underpin those projections.
• Building and maintaining dashboards and reporting in Power BI that give business partners real-time visibility into financial performance, proactively identifying manual or recurring workflows and replacing them with scalable, automated solutions.
• Preparing materials for internal leadership and external stakeholders (lenders, PE owners, etc.) that translate complex financial data into clear, decision-ready insights.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field; 1–3 years of FP&A, business finance, or financial analytics experience.
• Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners.
• Strong analytical and financial modeling skills with the ability to work through ambiguity and structure problems independently.
• Proficient in Excel, financial modeling, and preparing presentations.

Requirements

• Background in Financial Services, FinTech, or Wealth Management.
• Demonstrated use of analytics or BI tools to build something better, faster, or more scalable than what existed, regardless of tool.
• Hyperion or similar ERP/EPM planning tool experience (e.g., Anaplan, Adaptive Insights, IBM Planning Analytics).

Benefits

• The expected base salary range for this role nationally is $61,100 - $81,400.
• Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
• 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.