Senior Financial Planning Analyst
About The Position
The Senior Financial Planning Analyst serves as a strategic modeling and forecasting expert for Moneta’s Enterprise Services Team (EST) and Partner Teams—playing a critical role in equipping the VP of Finance, COO, and Board of Directors with accurate, forward-looking insights for high-impact decision making. In this role, you will design, build, and enhance complex financial models, lead multi-year budgeting and forecasting processes, and deliver clear, data-driven analysis that connects operational performance to financial outcomes. You will evaluate business trends, assess historical results, and anticipate future risks and opportunities, producing actionable recommendations that help guide enterprise-wide strategy. This role blends technical modeling mastery, strategic thinking, and cross-functional collaboration, ensuring Moneta’s financial planning infrastructure remains scalable, insightful, and aligned with long-term business goals. You will contribute meaningfully to the evolution of Moneta’s planning ecosystem, including automation, new modeling architecture, and implementation of advanced planning tools.
Requirements
- Bachelor’s degree in finance, accounting, business, engineering, or a related field is required.
- 3–7+ years of progressive experience in financial modeling, forecasting, valuation, or FP&A in a complex, data-driven environment.
- Expert-level Excel skills, including ability to build robust models from scratch (dynamic scenarios, sensitivity analysis, probabilistic drivers, advanced functions, and error-proofing).
- Experience using or integrating with financial systems and planning tools (SAC, Adaptive, Vena, Salesforce, NetSuite, Tableau, Power BI, SQL, or similar).
- Strong analytical and problem-solving abilities, with a track record of building structured, scalable, and logic-driven models.
- Excellent communication skills with the ability to distill complex analyses into understandable narratives for non-technical stakeholders.
Nice To Haves
- A master’s degree (MBA, Master of Finance, Master of Accounting) can be advantageous.
- The following certifications can be advantageous: CPA, CFA, FPAC.
Responsibilities
- Design, build, and maintain complex financial models from the ground up, supporting Partner Team life-cycle events including quarterly updates, PIT analysis, succession planning, scenario modeling, and ad-hoc strategic analysis.
- Translate sophisticated modeling concepts into clear, actionable insights tailored to diverse audiences, including partner teams, senior leadership, and cross-functional stakeholders.
- Serve as a modeling subject-matter resource, providing technical guidance, peer review, and thought partnership to analysts and team members on model structure, logic, and output interpretation.
- Enhance existing modeling architecture by identifying structural improvements, implementing stronger assumption frameworks, improving automation, and building new modules based on leadership direction and evolving business needs.
- Drive the FP&A technology roadmap and drive continuous process improvement through automation initiatives, implementing a best-in-class planning tool, and building integrated, scalable financial modeling platforms.
- Collaborate closely with EST departments to gather data, validate assumptions, and ensure accuracy and consistency across applications, financial systems, and Partner Team reporting.
- Support and refine EST forecasting, including revenue drivers, expense planning, and multi-year projections, ensuring alignment with enterprise-level financial strategy.
- Serve as a strategic finance consultant to Partner Teams, delivering insights and recommendations that support confident business decisions.
- Develop high-quality presentations and dashboards for Partner Teams, Senior Management, and the Board—highlighting insights, risks, opportunities, and scenario implications.
Benefits
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
