Financial Analyst - FP&A

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

Benefits offered by this job

Annual performance bonus

Comprehensive benefits package

Job summary

Cambridge Associates LLC seeks an FP&A Financial Analyst in Boston to lead monthly and quarterly financial reporting, forecasts, and the annual budget. You will work across Finance, Legal, Human Capital, and other corporate functions to deliver insights that shape strategic decisions and cost management.

The role requires strong Excel skills, experience with planning tools like Oracle EPM, and proven ability to manage complex data, provide clear commentary, and partner with senior leadership to

Qualifications

• 5+ years of FP&A / budgeting / forecasting experience.
• Advanced proficiency in MS Excel (INDEX MATCH, SUMIF, Pivot Tables, V/HLOOKUP).
• Experience with Enterprise Planning tools (e.g., Oracle EPM).
• Able to manage complex financial data.
• Strong project management and time management skills with attention to detail.
• Excellent written and verbal communication skills.
• Familiarity with accounting principles.

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 with actionable commentary.
• 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.
• Support ad hoc analyses for leadership including cost-benefit analyses and scenario planning.
• Identify opportunities to streamline reporting and forecasting processes and reduce cycle time.
• Champion the adoption of AI-powered tools for enhanced reporting and data reconciliation.
• Collaborate with Financial Systems teams to optimize planning/forecasting tool configuration.

Skills

FP&A experience

Advanced MS Excel

Financial modeling

Data analytics

Budgeting & forecasting

Tools

Oracle EPM

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. 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. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.

Job Description Summary

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
• 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

Salary & Benefits

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.

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.