Financial Analyst

Edelman Financial Engines, LLC; Boston (MA); On-site; USD 61,100 - 81,400; Full time

Benefits offered by this job

Discretionary bonus

Health/dental plans

401(k) contributions

Job summary

Edelman Financial Engines is seeking a Financial Analyst to join the Business Line Finance team. You will report to the Financial Analysis Manager and own OpEx budgets, build driver-based forecasts, and create PowerBI dashboards to give partners real-time visibility into financial performance.

You will translate complex data into actionable insights for leadership and external stakeholders, preparing materials that support strategic decisions.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 1–3 years of FP&A, business finance, or financial analytics experience.
• Demonstrated ability to work collaboratively across different functions and influence senior partners.
• Strong analytical and financial modeling skills with the ability to work through ambiguity and structure problems independently.
• Proficient in Excel, financial modeling, and preparing presentations.

Responsibilities

• Owning and managing OpEx budgets for business line partners, building, maintaining, and explaining the numbers while identifying variances and cost drivers.
• Building and maintaining driver-based forecasts for new client inflows, and testing assumptions with partners.
• Building and maintaining dashboards and reporting in PowerBI for real-time visibility into financial performance and replacing manual workflows with automated solutions.
• Preparing materials for internal leadership and external stakeholders that translate complex financial data into clear insights.

Skills

Analytical skills

Financial analysis

Cross-functional collaboration

Presentation skills

Problem solving

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

PowerBI

Excel

Hyperion

Anaplan

Adaptive Insights

IBM Planning Analytics

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

The Business Line Finance team at Edelman Financial Engines works directly alongside Marketing, Distribution, and Product & Technology partners, translating financial data into context that helps those teams make better decisions. We are always looking for ways to work smarter and faster, whether that's developing a new forecasting model, turning a monthly manual report into an automated dashboard, or digging into a data set to surface something useful before the next business review. If that kind of work sounds interesting, we'd like to talk.

The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following:

• Owning and managingOpExbudgets for business line partners, building, maintaining, and explaining the numbers while proactively identifying variances and cost drivers before they become surprises.
• Building and maintaining driver-based forecasts for new client inflows, working with business partners to develop and pressure-test the assumptions that underpin those projections.
• Building and maintaining dashboards and reporting in PowerBI thatgive business partners real-time visibility into financial performance, proactively identifying manual or recurring workflows and replacing them with scalable, automated solutions.
• Preparing materials for internal leadership and external stakeholders (lenders, PE owners, etc.) that translate complex financial data into clear, decision-ready insights.

Baseline Requirements

• Bachelor’s degree in Finance, Accounting, or a related field; 1–3 years of FP&A, business finance, or financial analytics experience.
• Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners.
• Strong analytical and financial modeling skills with the ability to work through ambiguity and structure problems independently.
• Proficient in Excel, financial modeling, and preparing presentations.

Preferred Qualifications

• Background in Financial Services, FinTech, or Wealth Management.
• Demonstrated use of analytics or BI tools to build something better, faster, or more scalable than what existed, regardless of tool.
• Hyperion or similar ERP/EPM planning tool experience (e.g., Anaplan, Adaptive Insights, IBM Planning Analytics)

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $61,100 - $81,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September 2018‑2025 based on prior 12‑month data through June 30) 1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For California residents, please see the link for the Privacy Notice for Candidates . California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [e-mail].

1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms select to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2 Edelman Financial Engines data, as of September 30, 2025