Senior FP&A Analyst

Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity.  We act in the best interests of others by providing an honest, consistent experience for our clients and team. 
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients. 

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We are seeking an experienced and highly motivated Senior FP&A Analyst to join our finance team, reporting to our Vice President of FP&A. The successful candidate will be responsible for supporting the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability goals. The ideal candidate will have a deep understanding of financial management principles, strong analytical financial modeling skills, a drive to get behind the numbers, and the communication skills to explain results and trends.

Responsibilities

• Assist in the preparation of  annual budgets, forecasts, and long-range financial plans.
• Develop and maintain financial  models for various business units and projects.
• Analyze financial data to  identify trends, variances, and opportunities for improvement.
• Collaborate with cross-functional  teams to gather relevant information for financial analysis.
• Support the monthly financial  reporting process, including variance analysis and management reporting.
• Prepare ad-hoc financial analyses  and reports as needed to support decision-making.
• Assist in the evaluation of potential investments, mergers, and  acquisitions.
• Work closely with executive teams and stakeholders to unify departmental objectives, culminating in a single model of goals and expectations
• Define and  manage the firm’s ‘Should Cost’ model to inform department-level budget  target setting
• Oversee joint  business planning and integrated budget process in partnership with Head  of Finance
• Develop  multi-year forecasting model; perform revenue and profitability scenario  modeling
• Define  financial situation by completing quantitative analyses. Dive into  financial data and provide insights. 
• Recommends  financial actions based on firm’s organizational goals.
• Maintains  knowledge by reviewing publications and keeping on top of industry  changes.
• Continuously  improve financial processes and systems to enhance efficiency and accuracy

Requirements

• Bachelor’s  Degree in Finance, Economics, Accounting or related field
• 5+ years of  experience in financial planning and analysis, investment banking, or a  similar role
• Ability to work  independently and collaboratively in a fast-paced, growth-oriented  environment
• Experience  developing financial reports, models and metrics, as well as complex  analytics
• Demonstrated  ability to communicate effectively across organization through both verbal  and written communication
• Proficiency in Microsoft Excel  and other financial software applications, such as Adaptive Planning

Preferred:

•  Private Equity  experience preferred
• Consulting 
• Working with an  organization in a M&A focus 
• MBA