FP&A Financial Analyst

Abacus Wealth Partners•Santa Monica, CA

3d•Remote

About The Position

Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money. The employee in this mid-level role will work remotely and partner with our finance team to ensure the company’s financial health is solid. Someone who would excel in this role feels comfortable taking initiative, is adept at solving problems independently and always treats coworkers as internal clients, with the utmost respect. The focus of this role is on company forecasting, analysis and reporting. Use AI to create automation in the Finance department. Partners with cross-functional teams to help enhance processes and automate financial and operational reporting. Establishes strong quality checks and controls to ensure data accuracy. Reviews financial planning work processes, systems, and procedures for efficient workflow and conformity with accounting principles. Serves as a key resource for insightful analysis that facilitates decision making. Prepares and delivers comprehensive evaluations, proposals, and recommendations to executive leadership, committees, and other stakeholders. Reviews and audits fee calculations. Maintains simple loan ledgers and interest calculations. Provides strong revenue analysis, explaining changes from prior periods and variance from budget. Other general accounting functions including processing vendor invoices and client fees.

Requirements

3+ years of financial data analysis and forecasting experience
Eager to learn and adopt the use of AI
Excellent organizational skills and attention to detail
Strong analytical and problem-solving skills
Advanced Excel spreadsheet and financial modeling skills
Ability to forecast trends and financial impacts based on multiple scenarios
Self-starter with ability to assess priorities and meet deadlines
Thorough understanding of generally accepted accounting principles (GAAP)
An understanding and appreciation of our Core Values

Nice To Haves

Financial industry knowledge and/or experience
An interest in our work definitely helps – if you’re jazzed about money, financial planning, or our overall holistic and mindful approach to business – please mention it in your application!

Responsibilities

Company forecasting, analysis and reporting
Use AI to create automation in the Finance department
Partners with cross-functional teams to help enhance processes and automate financial and operational reporting
Establishes strong quality checks and controls to ensure data accuracy
Reviews financial planning work processes, systems, and procedures for efficient workflow and conformity with accounting principles
Serves as a key resource for insightful analysis that facilitates decision making
Prepares and delivers comprehensive evaluations, proposals, and recommendations to executive leadership, committees, and other stakeholders
Reviews and audits fee calculations
Maintains simple loan ledgers and interest calculations
Provides strong revenue analysis, explaining changes from prior periods and variance from budget
Other general accounting functions including processing vendor invoices and client fees