Sr. Financial Analyst - FP&A

Shawmut • Boston, MA

3d • $90,000 - $115,000 • Hybrid

About The Position

Shawmut is seeking a highly motivated Senior Analyst to join the Corporate FP&A team in a hybrid role that combines traditional financial planning and analysis, finance systems management, project management, dashboard development, and AI-enabled automation. This role is designed for an independent problem solver who can translate business needs into scalable reporting, analytics, and process solutions. The Senior Analyst will partner closely with Corporate FP&A, Accounting, IT, regional finance teams, and business stakeholders to improve data quality, strengthen financial system integration, build actionable dashboards, and drive automation across budgeting, forecasting, reporting, and analysis processes. The successful candidate is analytical, detail-oriented, technology-minded, comfortable managing cross-functional initiatives, and able to deliver practical solutions with limited day-to-day direction.

Requirements

• 3 to 5+ years of related experience in FP&A, corporate finance, finance systems, business intelligence, analytics, project management, or a related field.
• Prior experience operating as a senior analyst or independent project owner preferred.
• Experience with budgeting, forecasting, management reporting, variance analysis, dashboard development, system implementation, finance transformation, or process automation preferred.
• Bachelor’s Degree in Finance, Accounting, Business Analytics, Information Systems, or a related field required.
• Strong analytical and problem-solving skills; advanced Excel capability; experience with ERP, planning, reporting, dashboarding, or business intelligence tools.
• Ability to work with structured data and translate business requirements into reporting and system solutions.
• Strong organizational skills; high attention to detail; and ability to manage multiple initiatives while partnering effectively across Finance, IT, Accounting, and business teams.

Nice To Haves

• Construction, engineering, or project-based industry experience is a plus.

Responsibilities

• Serve as a senior individual contributor within Corporate FP&A, independently solving complex reporting, planning, and systems-related problems with limited direction.
• Support core FP&A activities, including budgeting, forecasting, variance analysis, management reporting, and ad-hoc financial analysis for corporate departments and leadership stakeholders.
• Partner with Finance, Accounting, IT, and regional teams to improve finance system integration, data flows, reporting structures, and process alignment across planning and reporting platforms.
• Develop, maintain, and enhance dashboards, financial reports, and data visualization tools that provide actionable insights and improve stakeholder self-service capabilities.
• Identify opportunities to automate recurring FP&A processes, reporting packages, reconciliations, and analysis workflows using available finance systems, reporting tools, and AI-enabled solutions.
• Manage small to mid-sized finance transformation projects, including requirements gathering, timeline tracking, stakeholder coordination, testing, documentation, training, and post-implementation support.
• Ensure financial data accuracy, completeness, and consistency through validation procedures, reconciliation support, system controls, and ongoing data quality reviews.
• Translate business questions into financial models, dashboards, and analytical outputs that support decision-making across Corporate FP&A, internal operations, and senior leadership.
• Support finance system upgrades, enhancements, integrations, and user adoption efforts, including user testing, issue resolution, training materials, and process documentation.
• Continuously evaluate existing FP&A processes and reporting routines to improve efficiency, scalability, transparency, and analytical value.

Benefits

• Health, Dental, and Vision Insurance.
• Employee Stock Ownership Plan (ESOP) – Be an employee-owner!
• 401(K) with Company Match – Receive a company match up to 4% of your eligible pay.
• Generous Paid Time Off – vacation and sick time, 12 holidays, summer Fridays, and a yearly volunteer day.
• The Extras – Cell phone, laptop, tuition reimbursement, pet insurance, financial planning services, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior