Financial Analyst

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

Job summary

Cambridge Associates in Boston, MA, seeks an FP&A Financial Analyst – Shared Services to lead monthly and quarterly financial reporting, forecasting, and annual budgeting with a hands-on approach that delivers insights to senior management. You will work with peers across Finance, Legal, Human Capital and other corporate functions to strengthen decision making.

The role emphasizes robust financial modeling, data analytics, and collaborative business partnering to optimize costs and allocate

Qualifications

• 5+ years FP&A/budgeting/forecasting experience preferred.
• Advanced MS Excel skills (INDEX MATCH; Pivot Tables; SUMIF; lookups).
• Experience with Enterprise Planning tools (Oracle EPM).
• Ability to manage complex financial data.
• Strong project management, time management and attention to detail.
• Excellent written and verbal communication skills.
• Self-starter with a drive for process improvements.
• Proven financial modeling and data analytics expertise.
• Service orientation with stakeholders in mind.
• Familiarity with accounting principles.

Responsibilities

• Partner with Accounting & Finance, Legal, Human Capital and other leaders to build annual budget and monthly forecasts.
• Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity.
• Analyze headcount, vendor spend, and departmental cost trends with monthly variance analysis.
• Prepare monthly/quarterly P&L reviews, dashboards, and executive summaries for Shared Services.
• Serve as the primary financial contact translating data into operational insight.
• Support ad hoc analyses including cost-benefit, scenario planning, and resource allocation.
• Identify opportunities to streamline reporting and forecasting processes; reduce cycle time.
• Champion AI-powered tools for reporting and data reconciliation within FP&A.
• Collaborate with Financial Systems to optimize planning tool configuration.

Skills

FP&A

Budgeting

Forecasting

Excel

Data analysis

Project management

Communication

Self-starter

Financial modeling

Accounting principles

Tools

Excel

Oracle EPM

Job description

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.

Job Description:

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

Continuous Improvement & Technology Adoption

• 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

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.

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.