FP&A Senior Analyst (HYBRID)

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859.

Equitable is looking for a Senior FP&P Senior Analyst to join our team, supporting key business leaders with high-impact financial insights, forward-looking analysis, and disciplined planning. At Equitable, Finance is a strategic partner to the business, playing a critical role in shaping decisions and driving performance.

What You'll Be Doing

• Support company wide projects and initiatives as it impacts FP&A functions and reporting (e.g. profitability analysis, strategic initiatives, M&A, etc.).
  
• Maintain the multi-year planning process and forecast process.
  
• Facilitate in the building of new processes to implement forecasts and redesign the planning process, leverage technology to improve efficiency and processes.
  
• Assist in coordinating and producing consolidated quarterly and annual reporting and financial reviews with other Finance stakeholders.
  
• Drive automation of production of analytics in a very fast-moving environment.
  
• Prepare documentation, analytics and controls to support internal and external reporting.
  
• Perform financial scenarios analysis to support management strategic and business decision making.
  
• Thrive in data-driven decision-making, cross-functional partnerships, and continuous improvement with a strategic thinker mindset.
  
• Collaborate with the Investor Relations to build the corporate story and the Treasury team for capital management initiatives.
  
• Take ownership of dedicated KPIs reporting.
  
• Work seamlessly with FP&A business counterparties and all other corporate support functions.
  

This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week combining flexibility with team collaboration.

The base salary range for this position is $92,000 - $150,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring

Required Qualifications:

• Bachelor's degree in Accounting or Finance
  
• 4 years in financial planning & analysis and/or financial and business analysis
  
• Extensive knowledge of Excel and Power Point plus be a comfortable self-learner to support automation initiatives and automate production of analytics
  
• Established communication and presentation skills
  
• High focus on attention to detail
  
• Ready to drive transformation and implementation of new processes and tooling
  

Preferred Qualifications:

• MBA or other advanced degree
  
• Well organized, with an ability to manage multiple projects simultaneously and expeditiously
  
• Proactive, high-energy with a hands-on approach to problem solving, and show initiative regardless of day or time
  
• Willing to develop, test and implement new processes
  
• Effective control mindset and ability to build process and procedures documentation
  
• Collaborative team player with the ability to build effective internal relationships and to interact with all levels of the organization, including senior management
  

Skills

Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to