Senior Associate, Finance Data & Insights

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

Job summary

Focus Financial Partners is seeking a Senior Associate for the SCS FP&A function in Boston. The role emphasizes data analytics, automation, and scalable reporting, partnering with senior finance leaders to improve forecasting and financial systems.

You will translate complex data into executive-ready insights and actionable business recommendations. The position is hybrid in Boston, MA, with responsibilities across budgeting, planning, and cross-functional collaboration to drive strategic

Qualifications

• Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or related analytical field.
• 3+ years in IT development, data analytics, data engineering, BI, consulting, or similar analytical/technical environment.
• Strong analytical and problem-solving skills with ability to translate findings into clear business narratives.
• Advanced Excel and SQL; experience with Power BI, Python, Power Query preferred.

Responsibilities

• Partner with Head of FP&A and CFO on critical finance, data, and technology initiatives.
• Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL.
• Support annual budgeting and rolling forecasts by improving data workflows and coordinating stakeholders.
• Collaborate with finance, accounting, operations, and technology to improve data quality and automate analyses.
• Translate business questions into structured analyses, dashboards, models, and outputs for decision-making.
• Manage multiple projects with changing priorities in a dynamic environment.

Skills

Analytical thinking

SQL

Excel

Power BI

Python

Data visualization

Education

Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or related analytical field

Tools

Excel

Power BI

SQL

Workday Adaptive Planning

Snowflake

Data warehouses

Power Query

Job description

Job Description Summary:

This role will be an integral contributor to the SCS FP&A function, with a strong emphasis on data analytics, financial systems, automation, and scalable reporting. The ideal candidate brings a technical and analytical skill set — with experience in data analytics, data engineering, business intelligence, or financial systems — and can translate complex data into clear financial insights, executive-ready reporting, and actionable business recommendations. The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems, working with large and complex datasets, building repeatable analytical processes, and communicating insights to senior leaders.

This is a hybrid role based in Boston, MA.

Job Description:

Primary Responsibilities

• Partner with the Head of FP&A and CFO on critical finance, data, and technology initiatives, including financial systems implementations, reporting automation, and planning process improvements

• Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems, or other data visualization / business intelligence platforms

• Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy across financial models and reporting outputs

• Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting processes, 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 in a dynamic environment

Qualifications

• Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field

• 3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or a similarly analytical / technical environment

• Strong analytical and problem‑solving skills, with the ability to work with complex datasets and translate findings into clear business narratives

• Advanced Excel and SQL skills required; experience with Power BI, Python, Power Query, or similar data analytics / automation tools strongly preferred

• Experience building dashboards, automated reporting processes, financial models, or analytical tools that improve decision‑making and reduce manual effort

• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business performance drivers

• Experience with Workday Adaptive Planning, Snowflake, data warehouses, or similar financial planning / data platforms is a plus

• Demonstrated ability to structure ambiguous problems, manage analytical workstreams, and partner effectively with finance, technology, and senior business stakeholders

• Strong written and verbal communication skills, with the ability to present technical or analytical concepts clearly to non‑technical audiences

• Detail‑oriented, intellectually curious, and comfortable balancing hands‑on data work with executive‑level communication and project management

This is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $105,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

SCS, Focus Partners Family Office and OCIOis a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators—ultra‑high‑net‑worthindividuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and buildmulti‑generationallegacies.

SCS delivers an integrated family office and investment platform that brings together sophisticatedmulti‑assetclass portfolio management, access to private investments, holisticwealthand estate planning,next‑generationeducation, andpurpose‑drivenadvisory. SCS is supported by a modern, scalable technology infrastructure that enhancesitsability to deliver a seamless, proactive,white‑gloveclient experience.

SCS is part ofFocus,a leading financial services firmcomprisedof wealth management, family office, and business management services. Learn more at scsfinancial.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client‑first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com.

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.