Hybrid FP&A Analyst: Data-Driven, Automation & Insight

Focus Partners Wealth; Boston, Northern (MA, KY); Hybrid; USD 90,000 - 105,000; Full time

Job summary

Focus Partners Wealth is seeking a Senior Associate for FP&A to drive data analytics, reporting automation, and scalable forecasting in Boston. You will partner with senior leaders to translate complex data into actionable insights and executive-ready reporting.

The role emphasizes building repeatable analytical processes, improving financial systems, and delivering high-quality analyses for strategic initiatives in a hybrid Boston-based setting.

Qualifications

• Bachelor’s degree in a related analytical field.
• 3+ years in IT development, data analytics, BI or similar.
• Strong analytical skills and storytelling with data.
• Advanced Excel and SQL skills required; BI tools preferred.
• Experience building dashboards and automated reporting.
• Familiarity with financial statements, budgeting and forecasting.

Responsibilities

• Partner with Head of FP&A and CFO on finance, data, and technology initiatives.
• Build scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems or other BI platforms.
• Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy.
• Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting, and automate recurring analyses where possible.
• Translate business questions into structured analyses, dashboards, models, and reporting outputs that support decision-making across the organization.
• Manage multiple concurrent projects, ensuring priorities, milestones, deliverables, and stakeholder expectations are met.

Skills

Advanced Excel

SQL

Power BI

Python

Education

Bachelor's degree

Tools

Workday Adaptive

Snowflake

Power Query

Job description

Focus Partners Wealth is seeking a Senior Associate for FP&A to drive data analytics, reporting automation, and scalable forecasting in Boston. You will partner with senior leaders to translate complex data into actionable insights and executive-ready reporting.

The role emphasizes building repeatable analytical processes, improving financial systems, and delivering high-quality analyses for strategic initiatives in a hybrid Boston-based setting.