[Hiring] FP&A Financial Analyst @Abacus Wealth Partners

Role Description

The employee in this mid-level role will work remotely and partner with our finance team to ensure the company’s financial health is solid. Someone who would excel in this role feels comfortable taking initiative, is adept at solving problems independently and always treats coworkers as internal clients, with the utmost respect. The starting salary range for this position is $79,500 - $90,000.

• The focus of this role is on company forecasting, analysis and reporting.
• 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.

Qualifications

• 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)

Benefits

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

Company Description

We’re a certified B Corp committed to people and planet. If those things are priorities for you too, you belong with us!

• We care about your privacy and do not sell any information you share with us during the application process.
• At Abacus, we don't just support equal opportunity, we celebrate the value diversity brings and actively include varying perspectives and backgrounds in everything we do.