Senior Forecast, Planning & Analysis Analyst

MAI WEALTH MANAGEMENT, INC.•Independence, OH

About The Position

We are seeking a high‑performing Senior FP&A Analyst to join the FP&A team of a large, rapidly growing Registered Investment Advisor (RIA) backed by a top‑tier Private Equity firm. This role will play a critical part in supporting executive decision‑making through sophisticated financial modeling, forecasting, and performance analysis, while helping to scale financial processes in a complex, acquisitive environment. The Senior Financial Analyst will partner closely with Finance leadership, business unit leaders, and private equity stakeholders, and will be deeply involved in financial systems optimization, including a major ERP implementation. This is an excellent opportunity for a technically strong, detail‑oriented analyst who thrives in a fast‑paced, PE‑owned organization and enjoys building scalable financial infrastructure.

Requirements

Bachelor’s degree in finance, Accounting, Economics, or related field.
4 – 6 years analytical experience in a Finance or related business role; Financial Services industry experience a plus.
3+ years’ experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, NetSuite, etc.).
3+ years’ experience in budget preparation and administration; strong financial and/or accounting acumen.
Strong analytical and problem-solving skills; proficient in financial modeling and statistical analysis.
Knowledge of complex and diverse financial policies, practices, and procedures, including GAAP.
Experience preparing executive and board level presentations.
Experience in a Private Equity-backed company or highly leveraged environment.
Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).

Nice To Haves

Financial Services industry experience a plus.
MBA, CPA, or CFA a plus.

Responsibilities

Develop and maintain complex financial models to support budgeting, forecasting, long‑range planning, scenario analysis, and valuation initiatives
Prepare monthly, quarterly, and annual management reporting packages for executive leadership and other key stakeholders
Perform variance analysis versus budget, forecast, and prior periods; identify key business drivers and actionable insights
Prepare and Improve Cash Flow Forecasting and modeling
Support strategic initiatives including M&A support, organic growth initiatives, and other key company priorities
Serve as a key Finance participant in a ERP implementation, including requirements gathering, testing, data validation, and post‑go‑live stabilization.
Leverage and enhance financial systems, particularly Oracle, Hyperion, and SmartView, to improve reporting accuracy, automation, and efficiency.
Collaborate with IT, Accounting, and external consultants to ensure alignment between financial systems and business needs.
Partner with leaders across the business to provide financial insights and decision support.
Support Private Equity ownership requirements, including enhanced reporting, KPI development, and ad‑hoc financial analysis.
Drive continuous improvement in FP&A processes, controls, and scalability as the firm grows.
Stays abreast of industry trends and assists in developing meaningful benchmarking analysis.
Participate in special projects and studies, and other ad hoc analyses as requested.