AI-Driven FP&A Analyst (Remote)

Abacus Wealth Partners; Santa Monica (CA); On-site; USD 79,500 - 90,000; Full time

Job summary

Abacus Wealth Partners in Santa Monica, CA, is seeking a mid-level Financial Analyst to join our remote-friendly finance team. You will drive automation using AI, partner with cross-functional groups, and help safeguard data quality while delivering clear financial insights.

The role emphasizes forecasting, modeling, and translating complex numbers into actionable recommendations for executives. If you thrive on problem solving, attention to detail, and timely execution, this is a great fit for

Qualifications

• 3+ years in financial data analysis and forecasting.
• Eager to learn and adopt AI.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Advanced Excel and financial modeling skills.
• Ability to forecast trends and scenarios.
• Self-starter with ability to meet deadlines.
• understanding GAAP principles.

Responsibilities

• Use AI to create automation in the Finance department.
• Partner with cross-functional teams to automate financial and operational reporting.
• Establishes strong quality checks and controls to ensure data accuracy.
• Reviews financial planning processes, systems, and procedures for efficient workflow and GAAP conformity.
• Serves as a key resource for insightful analysis to support decision making.
• Prepares and delivers evaluations, proposals, and recommendations to leadership.
• Reviews and audits fee calculations; maintains simple loan ledgers and interest calculations.
• Provides revenue analysis and explains changes from prior periods and variance from budget.
• Other general accounting functions including processing vendor invoices and client fees.

Skills

Financial analysis

Forecasting

Excel modeling

Financial modeling

GAAP

Job description

Abacus Wealth Partners in Santa Monica, CA, is seeking a mid-level Financial Analyst to join our remote-friendly finance team. You will drive automation using AI, partner with cross-functional groups, and help safeguard data quality while delivering clear financial insights.

The role emphasizes forecasting, modeling, and translating complex numbers into actionable recommendations for executives. If you thrive on problem solving, attention to detail, and timely execution, this is a great fit for