Sr. Financial Analyst, FP&A

Mercer Advisors

6d•$106,250 - $125,000

About The Position

We are seeking a collaborative Senior Financial Analyst to join our FP&A team. The ideal candidate will have a strong background in finance and/or FP&A, coupled with exceptional business acumen. As a Senior Financial Analyst at Mercer, you will play a key role in providing insightful analysis to support decision-making processes, driving financial performance and acting as a trusted advisor to business leaders across the organization. This role will collaborate closely with various business lines and departments to provide actionable insights and recommendations to senior management.

Requirements

Bachelor's degree in finance, economics, accounting, or business administration.
2+ years of experience in finance related roles.
Strong business acumen and ability to translate financial data into actionable insights.
Excellent analytical, problem-solving, and decision-making skills.
Proficiency in financial modeling, forecasting, and analysis.

Nice To Haves

MBA or Masters in Finance (MSF)
Experience with Oracle Netsuite and FP&A reporting software.
Wealth Management, Finance, or FinTech industry experience.
Capacity modeling experience
Ability to influence without authority.

Responsibilities

Conduct comprehensive financial analysis to support strategic decision-making, including but not limited to budgeting, forecasting, and variance analysis.
Manage and analyze headcount plans, movement, and analysis working closely with cross functional teams.
Maintain and evolve capacity models for sales, relationship management, and value-added services across customer segments and markets.
Prepare monthly, quarterly, and annual financial reports and presentations for management, investors, and stakeholders.
Develop and maintain financial models to evaluate business performance, analyze trends, identify areas for business optimization.
Collaborate with enterprise-wide teams to develop annual operating plans, financial forecasts, and strategic initiatives.
Evaluate investment opportunities, conduct ROI analysis, and provide recommendations to optimize capital allocation.
Support ad-hoc financial analysis and special projects as required.

Benefits

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance