Practice Development Analyst

Cerity Partners•Saratoga Springs, NY

1d•$65,000 - $75,000

About The Position

Primary Responsibilities: Partner daily with firm leaders, principals, analysts and client-facing business leaders to translate financial data and complex concepts into clear, actionable insights that drive growth across diverse firm initiatives Design and implement tracking methodologies and reporting systems to monitor progress against current and emerging strategic firm priorities Build and maintain monthly and quarterly practice performance dashboards and workbooks, ensuring wealth management practices stay aligned with firm-wide growth objectives Prepare executive-level reports in collaboration with Data Engineering, Finance, Operations, and business leaders to ensure consistency and accuracy of data reporting across the organization Leverage research tools and data analysis to identify and evaluate new business development opportunities in private client and institutional markets Cultivate strong cross-functional relationships to enhance team efficiency, knowledge sharing, and operational scalability Required Qualifications: Financial Expertise: 2+ years of experience in Accounting, FP&A, or financial analytics roles with deep understanding of financial statements, revenue recognition, and performance measurement Industry Background: Experience working for a Registered Investment Advisor (RIA), financial services firm, or corporate tax environment strongly preferred Technical Proficiency: Strong experience with Excel, Powerpoint and Salesforce with experience in executive reporting. Skills in SQL and Power BI, and experience managing data models and automated reporting processes preferred. Analytical Mindset: Exceptional attention to detail with ability to identify patterns, anomalies, and data quality issues while working under tight monthly deadlines Communication Excellence: Strong written and verbal communication skills with proven ability to present complex financial information to diverse stakeholders including executive leadership Project Leadership/Management: Demonstrated ability to coordinate multi-team initiatives, manage competing priorities, and drive results through influence rather than direct authority Problem-Solving Skills: Strategic thinking combined with hands-on technical capability, comfortable diving deep into data issues while maintaining big-picture perspective Educational Foundation: Bachelor's degree in Accounting, Finance, Business, or related quantitative field; CPA or relevant professional certifications a plus Compensation Range: $65,000 - $75,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

Requirements

Financial Expertise: 2+ years of experience in Accounting, FP&A, or financial analytics roles with deep understanding of financial statements, revenue recognition, and performance measurement
Industry Background: Experience working for a Registered Investment Advisor (RIA), financial services firm, or corporate tax environment strongly preferred
Technical Proficiency: Strong experience with Excel, Powerpoint and Salesforce with experience in executive reporting. Skills in SQL and Power BI, and experience managing data models and automated reporting processes preferred.
Analytical Mindset: Exceptional attention to detail with ability to identify patterns, anomalies, and data quality issues while working under tight monthly deadlines
Communication Excellence: Strong written and verbal communication skills with proven ability to present complex financial information to diverse stakeholders including executive leadership
Project Leadership/Management: Demonstrated ability to coordinate multi-team initiatives, manage competing priorities, and drive results through influence rather than direct authority
Problem-Solving Skills: Strategic thinking combined with hands-on technical capability, comfortable diving deep into data issues while maintaining big-picture perspective
Educational Foundation: Bachelor's degree in Accounting, Finance, Business, or related quantitative field; CPA or relevant professional certifications a plus

Nice To Haves

Skills in SQL and Power BI, and experience managing data models and automated reporting processes preferred.
CPA or relevant professional certifications a plus

Responsibilities

Partner daily with firm leaders, principals, analysts and client-facing business leaders to translate financial data and complex concepts into clear, actionable insights that drive growth across diverse firm initiatives
Design and implement tracking methodologies and reporting systems to monitor progress against current and emerging strategic firm priorities
Build and maintain monthly and quarterly practice performance dashboards and workbooks, ensuring wealth management practices stay aligned with firm-wide growth objectives
Prepare executive-level reports in collaboration with Data Engineering, Finance, Operations, and business leaders to ensure consistency and accuracy of data reporting across the organization
Leverage research tools and data analysis to identify and evaluate new business development opportunities in private client and institutional markets
Cultivate strong cross-functional relationships to enhance team efficiency, knowledge sharing, and operational scalability