Senior FP&A Analyst
About The Position
As Senior FP&A Analyst, you will sit at the intersection of strategy, finance, and firm leadership in a high visibility, high impact role. Beyond traditional reporting, you will serve as a strategic thought partner, translating complex financial data into insights that shape decision making across the Firm. As a key contributor to our financial infrastructure, you will help connect long term strategic objectives with day to day operational execution. The role is ideal for a finance professional who combines analytical depth with strong business intuition and the ability to influence senior stakeholders through compelling financial storytelling. The Senior FP&A Analyst is a critical partner to firm leadership, providing the financial insight needed to drive informed strategic and operational decisions. You will connect financial performance with business priorities, shaping resource allocation, investment decisions, and long range planning. Through clear analysis, strong business partnership, and modern finance tools, including Power BI or Tableau and emerging AI enabled capabilities, you will help ensure Harris Williams operates with financial discipline, transparency, and agility as the Firm continues to grow. You will have direct exposure to senior leaders across Operations, Finance, IT, and Marketing, and real influence over how the Firm plans and invests.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 4+ years of progressive FP&A experience, ideally within investment banking, private equity, professional services, or another fast paced, high growth environment.
- Expert level Excel skills, with demonstrated experience building complex financial and scenario models.
- Proficiency with business intelligence tools.
- Candidates must be authorized to work in the U.S. without sponsorship
Nice To Haves
- CPA and/or a Master's degree, considered a differentiator for this senior level role.
- Tableau or Power BI experience.
- Experience working with modern ERP systems and a strong interest in leveraging AI and automation within finance workflows.
Responsibilities
- Act as a trusted advisor to senior leaders and department heads across Operations, Finance, IT, and Marketing.
- Provide data driven insights and recommendations to support resource allocation, expense management, and headcount planning.
- Serve as a consultative partner, helping leaders understand the financial implications and trade offs tied to business decisions.
- Lead long term financial modeling, trend analysis, and assessments of macroeconomic impacts.
- Support monthly business reviews, delivering deep dive variance analyses focused on root cause identification and forward looking insights.
- Identify patterns and risks that inform both near term actions and longer term strategy.
- Support financial feasibility analysis and diligence for internal strategic initiatives.
- Lead revenue forecasting, monthly management reporting, and updates to long range financial plans.
- Develop and maintain scenario models to evaluate business risks, opportunities, and strategic trade offs.
- Prepare high impact materials for executive leadership, including dashboards, commentary, and presentations.
- Translate complex financial results into clear, concise narratives that enable informed, timely decision making.
- Drive automation and modernization of FP&A processes, including the implementation of AI enabled tools and enhanced data workflows.
- Continuously improve Power BI or Tableau dashboards to provide real time visibility into firm performance.
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
