Hybrid Senior FP&A Analyst: Growth, AUM & Deal Modeling

Thrivent; Minneapolis (MN); Hybrid; USD 77,000 - 105,000; Full time

Benefits offered by this job

Bonuses

Healthcare

HSA

FSA

401k

Pension

Life Insurance

Disability Insurance

Paid Time Off

Volunteer Time Off

Parental Leave

Job summary

Thrivent is seeking a Financial Planning & Analysis Senior Analyst to provide foundational financial support to the Advice & Wealth Management and TIMI business leaders, enabling proactive reviews and strategic discussions. The role requires strong analytical skills and the ability to partner across Distribution and Experienced Advisor recruiting teams.

The position offers a hybrid work model with 1–2 days in the office and opportunities to influence earnings, forecasting, and cost

Qualifications

• Bachelor’s degree in accounting, business, or finance required; advanced degree in finance or professional designation (e.g., CPA, CMA, MBA) preferred.
• FP&A, financial analysis or public accounting experience required.
• Successful experience in financial forecasting, budgeting, business partnership, and financial modeling preferred.
• 2+ years financial planning & analysis experience or other similar experience.
• Advanced spreadsheet skills preferred.

Responsibilities

• Collaborate with A&WM, TIMI and Distribution business leaders to engage in financial planning activities and support decision-making utilizing strategic financial analyses.
• Provide financial analysis, planning/forecasting and decision-making support to A&WM and TIMI and support key business routines such as quarterly forecast, annual and long-range planning.
• Lead the preparation of A&WM and TIMI monthly and quarterly management reporting and insights—AUM drivers (deposits, redemptions and market), revenues, expenses and earnings—for FP&A Business Partners and leaders to drive decisions and forecast results
• Perform frequent and complex ad hoc analytical assignments and financial modeling, including deal support for Experienced Advisor recruiting, to identify opportunities in the business and presenting recommendations to FP&A Business Partners and Distribution leaders
• Support FP&A Business Partners & division leaders in managing A&WM and TIMI expenses and deliver reporting to assist in the identification of appropriate levels of spending and potential areas of cost reduction.
• Serve as a partner to business leaders in the monthly review, updating, and variance analysis of financial forecasts on a rolling basis; Work with corporate finance to review affordability of expenses and adjust as needed. Identify, analyze, and provide insights on emerging AUM, revenue and earnings trends.
• Collaborate with Experienced Advisor and Distribution leaders to improve the recruiting deal modeling process—standardizing inputs, assumptions and workflow—and identify the data and measurements needed to track program success.
• Support resource investment analysis processes across a portfolio of projects.
• Prepare communications, coordinate, and lead meetings to present findings to business leaders on topics such as A&WM and TIMI business performance, key performance indicators (KPIs), and advisor recruiting investment analysis.]
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Skills

Financial forecasting

Budgeting

Business partnership

Financial modeling

Advanced spreadsheet skills

Education

Bachelor’s degree in accounting, business, or finance

Advanced degree in finance or professional designation (CPA, CMA, MBA)

Job description

Thrivent is seeking a Financial Planning & Analysis Senior Analyst to provide foundational financial support to the Advice & Wealth Management and TIMI business leaders, enabling proactive reviews and strategic discussions. The role requires strong analytical skills and the ability to partner across Distribution and Experienced Advisor recruiting teams.

The position offers a hybrid work model with 1–2 days in the office and opportunities to influence earnings, forecasting, and cost