Senior FP&A Analyst
About The Position
The Senior FP&A Analyst provides foundational financial support to Advice & Wealth Management (A&WM) and Thrivent Investment Management Inc. (TIMI) business leaders, enabling business reviews and strategic discussions. The role partners across Distribution and the Experienced Advisor recruiting team to provide management reporting and insights on assets under management (AUM), revenues, expenses, and earnings, as well as financial modeling for experienced advisor recruiting deals. Success depends on collaboration, analytical ability, influence, adaptability, innovation, and the use of industry best practices to support sustainable growth. The analyst supports financial planning, forecasting, decision-making, and recurring business routines, including quarterly forecasts and annual and long-range planning. They prepare monthly and quarterly reporting, conduct complex ad hoc analyses and financial modeling, review expenses and forecasts, and communicate findings and recommendations to business leaders.
Requirements
- Bachelor’s degree in accounting, business, or finance.
- FP&A, financial analysis, or public accounting experience.
- At least 2 years of financial planning and analysis experience or similar experience.
- Critical-thinking ability.
- Ability to independently manage multiple priorities and deadlines.
- Strong interpersonal skills and ability to interact with multiple levels of management and employees and constructively handle conflict.
- Ability to work independently and demonstrate initiative.
- Ability to proactively identify issues and take on additional challenges as needed.
Nice To Haves
- Advanced degree in finance or a professional designation such as CPA, CMA, or MBA.
- Experience in financial forecasting, budgeting, business partnership, and financial modeling.
- Advanced spreadsheet skills.
Responsibilities
- Collaborate with A&WM, TIMI, and Distribution business leaders on financial planning and strategic financial analyses to support decision-making.
- Provide financial analysis, planning, forecasting, and decision-making support to A&WM and TIMI, including support for quarterly forecasts and annual and long-range planning.
- Lead monthly and quarterly management reporting and insights on AUM drivers, revenues, expenses, and earnings for FP&A partners and business leaders.
- Perform complex ad hoc analyses and financial modeling, including deal support for Experienced Advisor recruiting, and present recommendations to FP&A partners and Distribution leaders.
- Support expense management and provide reporting to help identify appropriate spending levels and potential cost reductions.
- Partner with business leaders on monthly financial forecast reviews, updates, and variance analysis; work with corporate finance to review expense affordability and adjust as needed.
- Identify, analyze, and provide insights on emerging AUM, revenue, and earnings trends.
- Collaborate with Experienced Advisor and Distribution leaders to improve recruiting deal modeling by standardizing inputs, assumptions, and workflows, and identifying data and measurements to track program success.
- Support resource investment analysis across a portfolio of projects.
- Prepare communications, coordinate and lead meetings, and present findings on business performance, KPIs, and advisor recruiting investment analysis.
Benefits
- Various bonuses, including annual or long-term incentives
- Medical insurance
- Dental insurance
- Vision insurance
- Health savings account
- Flexible spending account
- 401(k)
- Pension
- Life and accidental death and dismemberment insurance
- Disability insurance
- Supplemental protection insurance
- 20 days of paid time off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- Paid parental leave
- Employee Assistance Program
- Well-being benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
