FP&A Senior Analyst (HYBRID)

Equitable•Syracuse, NY

19h•Hybrid

About The Position

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

Requirements

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

Nice To Haves

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

Responsibilities

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.