Financial Planning & Analysis Analyst

Sequoia Financial Group Llc • Akron, OH

3d

About The Position

Sequoia Financial Group is a growing Registered Investment Advisor headquartered in Northeast Ohio that provides financial planning and wealth management services. The company’s stated purpose is to enrich lives, guided by the values of integrity, passion, and teamwork, and it aims to provide team members with opportunities to grow and build long-term careers.

The FP&A Analyst will join the finance team and support financial modeling, business analysis, and reporting that informs organizational decision-making. The role is suited to someone seeking to develop financial modeling, analytical, and business partnership skills in a collaborative finance function. Candidates must be located in Northeast Ohio and authorized to work in the United States without employer sponsorship now or in the future. Relocation and sponsorship are unavailable.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 3–5 years of experience in financial planning and analysis, accounting, or a related analytical role.
• Solid technical and modeling skills, including familiarity with financial statements, budgeting and forecasting processes, and variance analysis.
• Strong attention to detail and commitment to accuracy in data and reporting.
• Ability to manage multiple deliverables and deadlines in a fast-paced environment.
• Strong proficiency in Excel, including formulas, pivot tables, and basic modeling.
• Clear written and verbal communication skills, including the ability to present financial information to non-finance audiences.
• Must be located in Northeast Ohio.
• Must be legally authorized to work in the United States without requiring employer sponsorship at any point.

Nice To Haves

• Experience with Workday Adaptive Planning or a similar planning or reporting tool.
• Exposure to PowerPoint or data visualization tools such as Power BI or Tableau for reporting.
• Prior internship or work experience in investment banking, corporate finance, or public accounting.

Responsibilities

• Build and maintain financial models and analyses for budgeting, forecasting, and ad hoc business decisions under the guidance of senior team members.
• Partner with department stakeholders to gather data, understand business drivers, and translate financial results into clear, actionable summaries.
• Assist with preparing and maintaining the annual budget and periodic forecasts, including data collection, variance analysis, and file management.
• Prepare recurring and ad hoc financial reports, dashboards, and presentations for finance leadership, ensuring accuracy and timeliness.
• Analyze actual results against budget or forecast, identify key variance drivers, and summarize findings for review.
• Support financial planning and reporting process improvements, including documentation and testing of new tools or templates.
• Assist with strategic projects, including light support for M&A analyses, business case development, and cross-functional initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level