Senior FP&A Analyst

Thrivent•Minneapolis, MN

10d•Hybrid

About The Position

The Senior FP&A Analyst provides foundational financial support to leaders in Thrivent’s Advice & Wealth Management (A&WM) segment and Thrivent Investment Management Inc. (TIMI). The role supports proactive business reviews and strategic discussions through financial planning, analysis, forecasting, management reporting, and financial modeling. It partners with business leaders, FP&A partners, the Distribution organization, and the Experienced Advisor recruiting team to provide insights on assets under management (AUM), revenues, expenses, and earnings. Success in this position requires analytical skills, collaboration, and the ability to influence across the organization. The analyst works in an evolving environment, supports innovation, and applies industry best practices to help drive sustainable growth.

Requirements

Bachelor’s degree in accounting, business, or finance.
Experience in FP&A, financial analysis, or public accounting.
At least 2 years of financial planning and analysis experience or similar experience.
Ability to handle multiple priorities and deadlines independently.
Ability to interact with multiple levels of management and employees, with strong interpersonal skills and the ability to handle conflict constructively.
Ability to work independently, demonstrate initiative, 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.
Successful 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 activities and strategic financial analyses that support decision-making.
Provide financial analysis, planning, forecasting, and decision-making support to A&WM and TIMI, including quarterly forecasts and annual and long-range planning.
Lead monthly and quarterly management reporting and provide insights on AUM drivers, revenues, expenses, and earnings for FP&A Business Partners and leaders.
Perform complex ad hoc analyses and financial modeling, including Experienced Advisor recruiting deal support, and present recommendations to FP&A Business Partners and Distribution leaders.
Support FP&A Business Partners and division leaders in expense management, including reporting to identify appropriate spending levels and potential cost reductions.
Partner with business leaders on monthly reviews, updates, and variance analysis of rolling financial forecasts; work with corporate finance to review expense affordability and make adjustments 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 processes across a portfolio of projects.
Prepare communications, coordinate meetings, and lead presentations to business leaders on A&WM and TIMI performance, key performance indicators, and advisor recruiting investment analysis.