AI-Driven FP&A Analyst — Forecasting & Automation (Remote)

Abacus Wealth Partners; United States; Remote; USD 80,000 - 90,000; Full time

Job summary

Abacus Wealth Partners is seeking a mid-level finance data analyst to join our remote Finance team. You will focus on forecasting, analysis and reporting to help ensure financial health and data-driven decisions across the company.

You will partner with cross-functional teams, implement AI-driven automation, and develop strong controls and insights. The role demands 3+ years of experience, GAAP knowledge, and advanced Excel/financial modeling skills.

Qualifications

• 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 GAAP accounting principles.

Responsibilities

• Use AI to create automation in the Finance department.
• Partners with cross-functional teams to help enhance processes and automate financial and operational reporting.
• Establishes strong quality checks and controls to ensure data accuracy.
• Reviews financial planning work processes, systems, and procedures for efficient workflow and conformity with accounting principles.
• Serves as a key resource for insightful analysis that facilitates decision making.
• Prepares and delivers comprehensive evaluations, proposals, and recommendations to executive leadership, committees, and other stakeholders.
• Reviews and audits fee calculations. Maintains simple loan ledgers and interest calculations.
• Provides strong revenue analysis, explaining changes from prior periods and variance from budget.
• Other general accounting functions including processing vendor invoices and client fees.

Skills

Advanced Excel

Financial modeling

Forecasting

GAAP knowledge

Analytical thinking

Problem-solving

Independence

Job description

Abacus Wealth Partners is seeking a mid-level finance data analyst to join our remote Finance team. You will focus on forecasting, analysis and reporting to help ensure financial health and data-driven decisions across the company.

You will partner with cross-functional teams, implement AI-driven automation, and develop strong controls and insights. The role demands 3+ years of experience, GAAP knowledge, and advanced Excel/financial modeling skills.