FP&A Analyst

Selby Jennings; Boca Raton (FL); On-site; USD 85,000 - 125,000; Full time

Job summary

Selby Jennings, a leading investment management firm, is seeking a Financial & Business Analytics Analyst to transform complex business data into actionable insights for senior leadership. This role blends FP&A, business intelligence, data analysis, reporting, and process improvement in a highly collaborative environment.

You will develop dashboards and reports from internal data, support forecasting and performance analysis, and partner with stakeholders across functions to improve

Qualifications

• Bachelor's degree in Finance, Business, CS, Analytics, or related field.
• Strong SQL and Python skills required.
• Experience with CRM systems and BI/reporting tools required.
• Strong analytical and data visualization abilities.
• Ability to work cross-functionally with stakeholders.
• Excellent communication and presentation skills.

Responsibilities

• Support financial reporting, forecasting, and business performance analysis.
• Develop dashboards, reports, and analytics using internal data and BI tools.
• Partner with stakeholders across multiple business functions to improve decision-making.
• Ensure data accuracy, integrity, and consistency across systems.
• Assist with process improvements, automation initiatives, and ad hoc projects.
• Prepare reporting packages and presentations for management.

Skills

SQL

Python

Data visualization

Analytical thinking

Communication skills

Cross-functional collaboration

Education

Bachelor's degree in Finance, Business, CS, Analytics, or related field

Tools

CRM systems

Reporting tools

BI platforms

Job description

A leading investment management platform with a large and diverse portfolio of private market investments across multiple sectors. The firm is seeking a data-driven finance professional to support reporting, analytics, forecasting, and business intelligence initiatives across the organization.

Position Overview:

The firm is seeking a Financial & Business Analytics Analyst to help transform complex business data into actionable insights for senior leadership and key stakeholders. This role combines FP&A, business intelligence, data analysis, reporting, and process improvement responsibilities in a highly collaborative environment.

Responsibilities:

• Support financial reporting, forecasting, and business performance analysis.
• Develop dashboards, reports, and analytics using internal data and BI tools.
• Partner with stakeholders across multiple business functions to improve decision-making.
• Ensure data accuracy, integrity, and consistency across systems.
• Assist with process improvements, automation initiatives, and ad hoc projects.
• Prepare reporting packages and presentations for management.

Qualifications

• Bachelor's degree in Finance, Business, Computer Science, Analytics, or a related field.
• Strong SQL and Python skills required.
• Experience with CRM systems, reporting tools, or business intelligence platforms required.
• Strong analytical, problem-solving, and data visualization abilities.
• Ability to work cross-functionally with both technical and business stakeholders.
• Excellent communication and presentation skills.