Financial Analyst

Cambridge Associates LLC; Boston (MA); On-site; USD 77,000 - 101,000; Full time

Benefits offered by this job

Annual bonus eligibility

Benefits package

Job summary

Cambridge Associates LLC seeks an FP&A Financial Analyst – Shared Services to manage monthly and quarterly reporting, forecasting, and annual budgeting. You will partner with Accounting & Finance, Legal, Human Capital and other corporate functions to deliver insightful analyses that inform leadership decisions.

The role emphasizes collaboration, data integrity, and the deployment of AI-powered tools to streamline reporting and improve forecasting accuracy.

Qualifications

• 5+ years of FP&A / budgeting / forecasting experience.
• Advanced proficiency in MS Excel (INDEX MATCH; complex SUMIF, Pivot Tables, V/H Lookups).
• Experience with Enterprise Planning tools (e.g., Oracle EPM).
• Able to manage complex financial data
• Strong and well‑rounded project management experience, time management skills, attention to detail and ability to multi‑task with often competing priorities

Responsibilities

• Partner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecasts
• Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centers
• Analyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with clear, actionable commentary
• Business partnering: Prepare monthly/quarterly P&L reviews, dashboards, and executive‑ready summaries for Shared Services leadership
• Serve as the primary financial point of contact for assigned corporate functions, translating financial data into operational insight
• Support ad hoc analyses for leadership, including cost‑benefit analysis, scenario planning, and resource allocation decisions
• Proactively identify opportunities to streamline reporting and forecasting processes — reducing manual effort and cycle time
• Champion the adoption of AI‑powered tools (e.g., AI for enhanced reporting, automation for data reconciliation, anomaly detection in spend data) within the FP&A function
• Partner with Financial Systems teams to optimize configuration and functionality of the enterprise planning/forecasting tool

Skills

FP&A experience

Advanced Excel

Oracle EPM

Data analytics

Financial modeling

Excellent communication

Project management

Job description

Firm Overview

Cambridge Associates ("CA") is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

Job Description Summary: The Opportunity

The Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services is responsible for monthly and quarterly financial reporting, forecast, annual budget and ad hoc analysis for business partners across the firm. This is a hands‑on role with an emphasis on performing financial analysis that provides senior management with insights needed to make strategic decisions around expenses. A strong communicator and team player, this role will work closely with peers in Finance & Accounting and across the business to build strong and collaborative partnerships across Accounting & Finance, Legal, Human Capital and other corporate functions.

Responsibilities

• Partner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecasts
• Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centers
• Analyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with clear, actionable commentary
• Business partnering: Prepare monthly/quarterly P&L reviews, dashboards, and executive‑ready summaries for Shared Services leadership
• Serve as the primary financial point of contact for assigned corporate functions, translating financial data into operational insight
• Support ad hoc analyses for leadership, including cost‑benefit analysis, scenario planning, and resource allocation decisions
• Proactively identify opportunities to streamline reporting and forecasting processes — reducing manual effort and cycle time
• Champion the adoption of AI‑powered tools (e.g., AI for enhanced reporting, automation for data reconciliation, anomaly detection in spend data) within the FP&A function
• Partner with Financial Systems teams to optimize configuration and functionality of the enterprise planning/forecasting tool

Qualifications

• 5+ years of FP&A / budgeting / forecasting experience preferred
• Advanced proficiency in MS Excel (e.g. INDEX MATCH; complex SUMIF, Pivot Tables, V/H Lookups)
• Experience with Enterprise Planning tools (e.g., Oracle EPM)
• Able to manage complex financial data
• Strong and well‑rounded project management experience, time management skills, attention to detail and ability to multi‑task with often competing priorities
• Excellent communication skills; able to express complex thoughts clearly and convincingly in writing, in‑person, and in group settings
• Self‑starter constantly seeking and identifying process improvements and efficiencies
• Proven expertise in financial modeling and data analytics
• Service orientated with motivation to serve and support stakeholders
• Familiarity with Accounting principles

Compensation

Base salary range for this role: Pay Range Minimum: 77400 Pay Range Maximum: 100600

• in addition to the listed salary range, this position is eligible for an annual performance‑based bonus and a comprehensive, competitive benefits package
• Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity

Equal Employment Opportunity

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co‑workers.

Company Information

Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world‑class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.

Culture & Opportunities

Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.