FP&A Analyst: Dashboards, Forecasts & Insights

Edelman Financial Engines, LLC; Boston, Northern (MA, KY); Hybrid; 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

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.