Senior Associate, Financial Planning & Analysis

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

## Senior Associate, Financial Planning & AnalysisApplyremote type: Partially Remotelocations: Boston, Massachusettstime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100110**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 managementThis 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.