Senior Associate, Financial Planning & Analysis

SCS

Boston (MA)

Hybrid

USD 90,000 - 105,000

Full time

2 days ago

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Job summary

SCS, Focus Partners Family Office and OCIO, is a fiduciary wealth and investment management firm based in Boston. This hybrid FP&A role emphasizes data analytics, automation, and scalable reporting, partnering with the Head of FP&A and CFO to improve forecasting and reporting infrastructure.

The Senior Associate will translate complex data into executive insights, build dashboards with Excel, Power BI, SQL, and planning systems, and support budgeting and strategic initiatives in a collaborative

Qualifications

Bachelor’s degree in a related analytical field.
3+ years in IT development, data analytics, BI, or similar environment.
Strong analytical and problem-solving skills with complex datasets.
Advanced Excel and SQL; Power BI and Python preferred.

Responsibilities

Partner with Head of FP&A and CFO on finance, data, and tech initiatives.
Build and enhance scalable reporting tools using Excel, Power BI, SQL.
Support budgeting and rolling forecasting processes with data workflows.
Collaborate with finance, accounting, ops, and tech to automate analyses.
Translate questions into structured analyses and dashboards.
Manage multiple projects and stakeholder expectations.

Skills

Data analytics

SQL

Excel

Power BI

Python

Data storytelling

Communication

Education

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

Tools

Power BI

SQL

Workday Adaptive Planning

Snowflake

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 OCIO is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators—ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus, a leading financial services firm comprised of 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 or follow the company on LinkedIn.

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 careers@focuspartners.com

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.

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