FP&A Financial Analyst

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Abacus Wealth Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

Finance

Abacus Wealth Partners is a financial services firm specializing in wealth management, investment management, and financial planning. The company is dedicated to helping clients make the best use of their financial resources, enabling them to enjoy what matters most in life. Abacus provides comprehensive financial advice, creates tailored roadmaps for the future, and offers investment management services while safeguarding clients from financial risks.

📋 Description

• work with our finance team to ensure the company’s financial health is solid • conduct company forecasting, analysis and reporting • use AI to create automation in the Finance department • partner with cross-functional teams to enhance processes and automate financial and operational reporting • establish strong quality checks and controls to ensure data accuracy • review financial planning work processes, systems, and procedures for efficient workflow • serve as a key resource for insightful analysis that facilitates decision making • prepare and deliver comprehensive evaluations, proposals, and recommendations to executive leadership and stakeholders • review and audit fee calculations • maintain simple loan ledgers and interest calculations • provide strong revenue analysis

🎯 Requirements

• 3+ years of financial data analysis and forecasting experience • Eager to learn and adopt the use of AI • Excellent organizational skills and attention to detail • Strong analytical and problem-solving skills • Advanced Excel spreadsheet and financial modeling skills • Ability to forecast trends and financial impacts based on multiple scenarios • Self-starter with ability to assess priorities and meet deadlines • Thorough understanding of generally accepted accounting principles (GAAP)

🏖️ Benefits

• unlimited vacation • flexible work hours (and location) • 18 weeks of paid parental leave