Senior Manager, Financial Planning & Analysis, Investor Relations

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $106.4k - $156k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• Develop and maintain financial models for budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives • Analyze business drivers, profitability, growth trends, and enterprise performance • Evaluate risks, opportunities, and potential business outcomes with Finance leadership • Translate complex financial information into recommendations for executive decision-making • Support monthly, quarterly, and annual planning processes • Prepare executive-ready presentations and financial communications • Synthesize financial and operational results into actionable narratives • Develop materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums • Coordinate requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders • Prepare analyses, presentation materials, FAQs, and documentation for external meetings and diligence • Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather and communicate information • Manage project plans, communication timelines, and deliverables for lender processes, ratings reviews, and diligence • Coordinate teams to ensure timely and accurate deliverables • Improve modeling processes, reporting quality, workflows, tools, and FP&A outputs • Support special projects and strategic initiatives

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field • 8-10 years of experience in Investment Banking, Consulting, Strategic Finance, Investor Relations, Corporate Finance, or a related discipline • Advanced financial modeling, forecasting, and analytical skills • Understanding of the capital market landscape, specifically within the Private Equity and Direct Lending markets • Strong proficiency in Excel and PowerPoint; experience preparing executive-level or Board-ready materials • Exceptional written and verbal communication skills • Ability to translate complex analyses into clear business insights and executive narratives • Experience managing multiple priorities and delivering high-quality work in a fast-paced environment • Strong collaboration and influencing skills with the ability to work effectively across functions and levels • Preferred: Experience supporting lender relations, ratings agencies, debt financing activities, investor relations, or private equity sponsors • Preferred: Background in financial services, wealth management, asset management, consulting, investment banking, or strategic finance • Preferred: Familiarity with planning and reporting tools/languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems

🏖️ Benefits

• Bonus structure • Equity plan • Discretionary bonus • Health plans • Dental plans • Other wellness plans • 401(k) contributions