Senior Financial Planning Analyst (18559)

Job DetailsLevel: SeniorJob Location: 7272 E INDIAN SCHOOL RD STE 400 - SCOTTSDALE, AZ 85251Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NoneJob Shift: DayJob Category: AccountingAbout Cornerstone:

Cornerstone Advisors is a leading advisory and technology consulting firm serving financial institutions. Backed by Veritas Capital, a longstanding technology investor with over $54 billion of assets under management and a focus on companies operating at the intersection of technology and government, we operate in a performance-driven, growth-oriented environment focused on strategic expansion, operational excellence, and positive impact.  For over 20 years, Cornerstone has delivered gritty insights, bold strategies, and data-driven solutions to build smarter banks, credit unions, and fintechs. From technology systems selection and implementation to contract negotiations, performance improvement, vendor management, strategic planning, and merger and acquisition services, Cornerstone combines expertise with proprietary data and research to help financial institutions thrive in today’s challenging environment.

Position Overview:

We are seeking a highly analytical, intellectually curious Senior FP&A Analyst to join our growing finance team. This role serves as a key partner to the CFO and to the Senior Director of Finance, this role will play a critical role in strengthening and scaling our financial planning & analysis function.

This is a hands-on senior-level individual contributor role with meaningful visibility and influence — not a traditional people-management position. The role will provide oversight and guidance to a junior analyst while directly supporting executive leadership, private equity stakeholders, and lenders.

The ideal candidate brings 6+ years of progressive experience across public accounting (valuation or transaction advisory preferred), corporate FP&A, or private equity-backed environments. We are looking for someone who is not an order taker, but a strategic thinker eager to contribute to “the art of the possible.”

**Immediate need: Please note, we are seeking someone to start immediately

Key Responsibilities:

Financial Planning, Forecasting & Analysis:

Lead annual budgeting and rolling forecast processes
Build and maintain dynamic 3-statement financial models
Develop long-range planning models and scenario analyses
Perform detailed variance analysis with clear, actionable insights
Support strategic initiatives and capital allocation decisions

Budget Tool Implementation & Systems Development:

Play a lead role in evaluating and deploying a budgeting/forecasting platform (e.g., Adaptive, Dynamics module, Anaplan, SAP SAC, Oracle Hyperion, etc.)
Support implementation, data integration, and reporting architecture
Improve financial reporting processes and automation
Build scalable dashboards and KPI reporting packages

Executive & Stakeholder Reporting:

Prepare board-ready reporting materials
Support presentations to private equity partners (Veritas), lenders, and senior leadership
Deliver concise financial storytelling with executive-level clarity

Business Partnership:

Partner cross-functionally with department leaders
Translate financial data into strategic recommendations
Provide oversight and mentorship to a junior FP&A analyst
Support M&A, due diligence, or strategic finance initiatives as needed

Requirements:


6+ years of experience in FP&A, transaction advisory, valuation, or related finance roles
BA in Finance, Business or Data Analytics, or Business Management or equivalent work experience or a combination of both
Strong financial modeling skills (advanced Excel, Power BI, Tableau) required
Experience participating in a corporate budgeting and forecasting process
Exposure to private equity-backed and/or performance-driven environments
Ability to communicate complex financial concepts clearly and confidently
Comfort interacting with senior leadership and external stakeholders


Preferred Qualifications:


Experience with professional services or tech-enabled consulting business models ideally in a PE-backed setting, including familiarity with utilization, bookings, and backlog/pipeline dynamics, is preferred.
Public accounting and/or finance background (valuation or transaction advisory preferred over audit)
Experience deploying or implementing a budgeting/forecasting tool
Experience with systems such as Adaptive Planning, Microsoft Dynamics, Anaplan, SAP SAC, or Oracle Hyperion
Experience deploying a budget tool is strongly preferred.
CPA, CFA, or MBA (not required)





What We’re Looking For:


Intellectually curious and proactive problem solver
Comfortable operating in a fast-paced, evolving, PE-sponsored environment
Not an order taker — someone who challenges assumptions thoughtfully
Comfortable presenting to sophisticated