Financial Analyst New Boston, MA

Edelman Financial Engines, LLC; Boston, Northern (MA, KY); On-site; USD 61,000 - 81,000; Full time

Job summary

Edelman Financial Engines seeks a Financial Analyst to own budgets for business line partners, build driver-based forecasts, and develop dashboards with Power BI. The role partners with Marketing, Distribution, and Product & Technology to translate data into actionable insights.

Applicants should have 1–3 years of FP&A or financial analytics, strong Excel skills, and experience presenting to senior leadership. This position supports a data-driven, collaborative culture with growth opportunities.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• 1–3 years FP&A, business finance, or financial analytics experience preferred.
• Strong analytical and financial modeling skills; ability to structure problems independently.
• Proficient in Excel and in preparing presentations.

Responsibilities

• Own and manage AUM, revenue, and cost-of-revenue budgets for partners; explain variances.
• Build and maintain driver-based forecasts for net flows with partner input.
• Create and maintain Power BI dashboards for real-time financial visibility.
• Prepare materials for leadership and external stakeholders with clear insights.

Skills

FP&A

Financial analytics

Excel

Power BI

Education

Bachelor’s degree in Finance or Accounting

Tools

Hyperion

Anaplan

Adaptive Insights

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 managing AUM, revenue, cost of revenuebudgets for business line partners; building, maintaining, and explaining the numbers while proactively identifying variances and variance drivers before they become surprises.
• Building and maintaining driver-based forecasts for net flows, 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 below. 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.

Pay Range

$61,100 - $81,400 USD

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 byBarron’sas 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 ,wesupportmorethan1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets 2 .Our unique approach to serving clients combines our advancedmethodologyand 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 thePrivacy Notice for Candidates . California law requires that we provideyouthis 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 TheBarron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firmselecttoparticipatebut 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 aprecombinationranking of 12th.

2 EdelmanFinancial Engines data, as ofSeptember 30, 2025