Job Description
Senior Forecast, Planning & Analysis Analyst
MAI WEALTH MANAGEMENT, INC.
Independence, OH Job Details Full-time $88,000 - $100,000 a year 1 day ago Benefits Paid parental leave Health savings account Health insurance Dental insurance 401(k) Tuition reimbursement Parental leave Vision insurance Qualifications Statistics Budget management Financial model construction Financial model development Statistical analysis Managing budgets in a finance role Bachelor's degree GAAP Accounting and finance experience Presentation creation Accounting standards Full Job Description GENERAL JOB DESCRIPTION
We are seeking a high‑performing Senior FP&A Analyst to join the FP&A team of a large, rapidly growing Registered Investment Advisor (RIA) backed by a top‑tier Private Equity firm. This role will play a critical part in supporting executive decision‑making through sophisticated financial modeling, forecasting, and performance analysis, while helping to scale financial processes in a complex, acquisitive environment. The Senior Financial Analyst will partner closely with Finance leadership, business unit leaders, and private equity stakeholders, and will be deeply involved in financial systems optimization, including a major ERP implementation . This is an excellent opportunity for a technically strong, detail‑oriented analyst who thrives in a fast‑paced, PE‑owned organization and enjoys building scalable financial infrastructure. This is a hybrid position based out of Independence, OH. MAJOR DUTIES AND RESPONSIBILITIES
Financial Planning & Analysis Develop and maintain complex financial models to support budgeting, forecasting, long‑range planning, scenario analysis, and valuation initiatives Prepare monthly, quarterly, and annual management reporting packages for executive leadership and other key stakeholders Perform variance analysis versus budget, forecast, and prior periods; identify key business drivers and actionable insights Prepare and Improve Cash Flow Forecasting and modeling Support strategic initiatives including M&A support, organic growth initiatives, and other key company priorities Systems & Data Management Serve as a key Finance participant in a ERP implementation , including requirements gathering, testing, data validation, and post‑go‑live stabilization. Leverage and enhance financial systems, particularly Oracle, Hyperion, and SmartView , to improve reporting accuracy, automation, and efficiency. Collaborate with IT, Accounting, and external consultants to ensure alignment between financial systems and business needs. Business Partnership Partner with leaders across the business to provide financial insights and decision support. Support Private Equity ownership requirements, including enhanced reporting, KPI development, and ad‑hoc financial analysis. Drive continuous improvement in FP&A processes, controls, and scalability as the firm grows. Stays abreast of industry trends and assists in developing meaningful benchmarking analysis. Participate in special projects and studies, and other ad hoc analyses as requested. EXPERIENCE/CREDENTIALS
Bachelor's degree in finance, Accounting, Economics, or related field. 4 - 6 years analytical experience in a Finance or related business role; Financial Services industry experience a plus. 3+ years' experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, NetSuite, etc.). 3+ years' experience in budget preparation and administration; strong financial and/or accounting acumen. Strong analytical and problem-solving skills; proficient in financial modeling and statistical analysis. Knowledge of complex and diverse financial policies, practices, and procedures, including GAAP. Experience preparing executive and board level presentations. Experience in a Private Equity‑backed company or highly leveraged environment. Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application). MBA, CPA, or CFA a plus. COMPETENCIES
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure. Drives continuous improvement of processes, and coaches and mentors' others as needed to build skills, improve efficiencies, and increase team effectiveness. Strong organizational, project management, and interpersonal skills with a demonstrated commitment to teamwork and partnerships. Excellent oral and written communication skills. Excellent ability to handle critical internal relationships within the firm, including with other departments and employees of all levels, up to and including the Management team. Strong strategic thinking, problem solving, and analytical skills; able to clearly define a problem, synthesize data to derive fact-based insights, and provide actionable recommendations. Able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs. Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standards in all practices. Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity. FEATURED BENEFITS
Discretionary Bonus Medical Insurance Dental Insurance Vision Insurance 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement
