Financial Planning and Analysis Specialist

Atlantic Group; Boston (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

Atlantic Group is seeking an FP&A Associate to support financial analysis and performance reporting across a diverse portfolio of businesses. The role offers broad exposure and hands-on modeling responsibilities with direct interaction with senior leadership.

The ideal candidate has 2–4 years of FP&A or related experience, strong Excel skills, and the ability to translate numbers into actionable business insights. This is a highly analytical, detail‑oriented finance role.

Qualifications

• 2-4+ years in FP&A, corporate finance, or related quantitative finance role.
• Strong financial modeling and Excel proficiency required.
• Understanding of income statement, balance sheet, and cash flow relationships.
• Detail-oriented with strong analytical and communication abilities.

Responsibilities

• Prepare monthly and quarterly financial reporting packages for performance evaluation across multiple businesses.
• Track KPIs, analyze trends, and identify issues or opportunities.
• Develop and maintain financial models for budgeting, forecasting, and scenarios.
• Analyze financial statements for accuracy and consistency.
• Support close processes with senior finance leadership and controllers.
• Investigate discrepancies and collaborate with stakeholders to resolve issues.
• Translate financial data into clear insights and actionable recommendations.
• Assist with evaluating portfolio performance and monitoring results.

Skills

FP&A experience

Advanced Excel

Financial statement analysis

Attention to detail

Communication skills

Cross-functional collaboration

Education

Bachelor’s degree in finance/ Economics/ Accounting

Tools

Excel

Job description

Atlantic Group is partnering with a growing investment and operating company to identify an FP&A Associate to support financial analysis and performance reporting across a diverse portfolio of businesses.

This is an excellent opportunity for an analytically minded finance professional with 2–4 years of experience who wants broad exposure to multiple businesses, hands‑on financial modeling responsibilities, and direct interaction with senior leadership. The ideal candidate is detail‑oriented, comfortable working with complex financial data, and able to translate numbers into actionable business insights.

Key Responsibilities

• Prepare monthly and quarterly financial reporting packages to evaluate performance across multiple businesses.
• Track key performance indicators (KPIs), analyze financial trends, and identify potential issues or opportunities.
• Develop and maintain financial models to support budgeting, forecasting, and scenario analysis.
• Analyze financial statements and review reporting for accuracy, consistency, and completeness.
• Partner with senior finance leadership and company controllers to support timely financial close and reliable reporting.
• Investigate financial discrepancies, identify root causes, and work with stakeholders to resolve issues.
• Translate financial data into clear insights and recommendations to support strategic decision‑making.
• Assist with evaluating business performance and monitoring financial results across the portfolio.

Qualifications

• 2-4 + years of experience in FP&A, corporate finance, investment analysis, consulting, or a similar quantitative finance role.
• Strong financial modeling and advanced Excel skills, including the ability to build models from scratch.
• Solid understanding of financial statements and the relationships between the income statement, balance sheet, and cash flow statement.
• Strong analytical skills and exceptional attention to detail.
• Ability to identify trends, investigate discrepancies, and communicate findings effectively.
• Excellent written and verbal communication skills, with the ability to present financial information to senior stakeholders.
• Highly organized, self‑directed, and comfortable managing multiple priorities across different businesses.
• Bachelor’s degree in finance, Economics, Accounting, or another quantitative discipline; strong academic performance preferred.