FP&A Analyst — PowerBI Dashboards & Forecasting

Edelman Financial Engines, LLC; Boston (MA); On-site; USD 61,100 - 81,400; Full time

Benefits offered by this job

Discretionary bonus

Health/dental plans

401(k) contributions

Job summary

Edelman Financial Engines is seeking a Financial Analyst to join the Business Line Finance team. You will report to the Financial Analysis Manager and own OpEx budgets, build driver-based forecasts, and create PowerBI dashboards to give partners real-time visibility into financial performance.

You will translate complex data into actionable insights for leadership and external stakeholders, preparing materials that support strategic decisions.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 1–3 years of FP&A, business finance, or financial analytics experience.
• Demonstrated ability to work collaboratively across different functions and influence senior 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.

Responsibilities

• Owning and managing OpEx budgets for business line partners, building, maintaining, and explaining the numbers while identifying variances and cost drivers.
• Building and maintaining driver-based forecasts for new client inflows, and testing assumptions with partners.
• Building and maintaining dashboards and reporting in PowerBI for real-time visibility into financial performance and replacing manual workflows with automated solutions.
• Preparing materials for internal leadership and external stakeholders that translate complex financial data into clear insights.

Skills

Analytical skills

Financial analysis

Cross-functional collaboration

Presentation skills

Problem solving

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

PowerBI

Excel

Hyperion

Anaplan

Adaptive Insights

IBM Planning Analytics

Job description

Edelman Financial Engines is seeking a Financial Analyst to join the Business Line Finance team. You will report to the Financial Analysis Manager and own OpEx budgets, build driver-based forecasts, and create PowerBI dashboards to give partners real-time visibility into financial performance.

You will translate complex data into actionable insights for leadership and external stakeholders, preparing materials that support strategic decisions.