FP&A Analyst, Shared Services — AI-Driven Budgeting

Cambridge Associates LLC; Boston (MA); On-site; USD 77,000 - 101,000; Full time

Job summary

Cambridge Associates LLC in Boston, MA seeks a Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services to lead monthly and quarterly reporting, budgeting, and forecasting. The role partners with Accounting, Legal, Human Capital and other corporate functions to deliver insights that influence expenses and strategic decisions.

You will maintain financial models in the enterprise planning tool, analyze headcount and spend, prepare executive summaries, and advocate for

Qualifications

• 5+ years of FP&A / budgeting / forecasting experience preferred.
• Advanced proficiency in MS Excel (e.g. INDEX MATCH; complex SUMIF, Pivot Tables, V/H Lookups)
• Experience with Enterprise Planning tools (e.g., Oracle EPM)
• Able to manage complex financial data
• Strong and well-rounded project management experience, time management skills, attention to detail and ability to multi-task with often competing priorities
• Excellent communication skills; able to express complex thoughts clearly and convincingly in writing, in-person, and in group settings
• Self-starter constantly seeking and identifying process improvements and efficiencies
• Proven expertise in financial modeling and data analytics
• Service orientated with motivation to serve and support stakeholders
• Familiarity with Accounting principles

Responsibilities

• Partner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecasts
• Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centers
• Analyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with clear, actionable commentary
• Prepare monthly/quarterly P&L reviews, dashboards, and executive-ready summaries for Shared Services leadership
• Serve as the primary financial point of contact for assigned corporate functions, translating financial data into operational insight
• Support ad hoc analyses for leadership, including cost-benefit analysis, scenario planning, and resource allocation decisions
• Proactively identify opportunities to streamline reporting and forecasting processes - reducing manual effort and cycle time
• Champion the adoption of AI-powered tools (e.g., AI for enhanced reporting, automation for data reconciliation, anomaly detection in spend data) within the FP&A function
• Partner with Financial Systems teams to optimize configuration and functionality of the enterprise planning/forecasting tool

Skills

FP&A experience

Budgeting

Forecasting

Advanced Excel

Financial modeling

Data analytics

Communication skills

Project management

Accounting principles

Tools

Oracle EPM

Job description

Cambridge Associates LLC in Boston, MA seeks a Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services to lead monthly and quarterly reporting, budgeting, and forecasting. The role partners with Accounting, Legal, Human Capital and other corporate functions to deliver insights that influence expenses and strategic decisions.

You will maintain financial models in the enterprise planning tool, analyze headcount and spend, prepare executive summaries, and advocate for