Senior Finance Analyst

Brightonjones; Seattle (WA); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

Equity opportunities

Parental leave

Wellbeing stipend

Job summary

Brighton Jones in Seattle, WA seeks an experienced FP&A professional to join our team and help drive strategic finance decisions. You will build forecasts, deliver analyses, and partner with leaders to shape business outcomes.

The role emphasizes building scalable reporting, modeling, and data-driven recommendations to support growth, efficiency, and financial wellbeing for clients and the firm.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• 3+ years in FP&A, corporate finance, strategic finance, investment banking, or similar analytics.
• Advanced Excel and financial modeling skills for forecasts and budgets.
• Understanding of income statements, balance sheets, cash flow, and GAAP.
• Detail-oriented with a track record of accurate, high-quality work.
• Experience preparing materials for senior leaders is desirable.
• Experience with DataRails, Power Query, Power BI, VBA, or similar tools is a plus.
• Experience in wealth management or professional services is a plus.

Responsibilities

• Coordinate annual budgeting templates, consolidations, quality checks, and budget uploads with Finance leadership.
• Maintain multi-year forecasts, scenario analyses, and planning models across revenue, growth, headcount, and initiatives.
• Partner with department leaders to refine assumptions, monitor performance, and flag off-target areas.
• Support capital allocation analyses, business cases, and strategic finance projects.
• Design scalable department-level reporting and prepare quarterly packages.

Skills

Advanced Excel

Financial modeling

GAAP knowledge

Data analysis

Attention to detail

Presentation skills

Storytelling with data

Education

Bachelor’s degree in Finance

Tools

DataRails

Power Query

Power BI

VBA

Job description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

Take our Values in Action Self-Assessment to see how our values align!

Financial Planning & Forecasting:

Coordinate preparation of annual budget templates, consolidation files, quality control checks, budget uploads, and supporting analyses in partnership with the Senior Director of Finance.

Maintain and improve multi-year financial forecasts, scenario analyses, and planning models across revenue, client growth,headcount, compensation, G&A, and new business initiatives.

Partner with department leaders to refine assumptions, evaluate staffing needs, monitorperformance, and flag areas that are off target.

Support capital allocation analyses, business cases, and other strategic finance projects under the direction of senior finance leadership.

Management Reporting & Executive Materials:

Help design and implement a more scalable department-level reporting process across the firm.

Prepare quarterly reporting packages, including budget-to-actual analysis, variance commentary, and key business driver reporting.

Prepare financial analyses, PowerPoint materials, and supporting exhibits for executive leadershipandownership meetings.

Translate financial data into clear business implicationsandrecommendations.

Compensation & Equity Support:

Perform regular compensation analyses, including workforce planning, incentive compensation support, and related financial modeling.

Support the firm’s equity program by maintainingaccuraterecords, tracking ownership activity, and preparing owner/shareholder communications and statements.

Process Improvement & Automation:

Identifyopportunities to simplify, automate, and improve recurring finance processes, especially within budgeting, forecasting, reporting, and template management.

Build and improve financial models, reporting tools, dashboards, and templates using Excel, DataRails,Power Query, AI tools, and other systems whereappropriate.

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, ora relatedfield.

3+years of experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a similar analytical role.

Advanced Excel and financial modeling skills, including experience building forecasts, budgets, management reporting, and business analyses.

Strong understanding of income statements, balance sheets, cash flow statements, and GAAP accounting principles.

Strong attention to detail and a consistent track recordof producingaccurate, high-quality work.

Demonstrated ability to manage recurring processes, meet deadlines, and proactively flag risks, issues, or data inconsistencies.

Experience preparing analyses, presentations, or financial materials for senior leaders is highly desirable.

NetSuite, DataRails, Power Query, Power BI, VBA, or similar tool experience is a plus.

Experience using AI tools to improve productivity, automate work, or enhance analysis is a plus.

Wealth management, banking, insurance, professional services, or broader financial services experience is a plus.

Pay: $95,000–$125,000 per year, depending on experience, skills, and qualifications.

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees

401(k) with 100% match up to 3% of annual compensation

Equity ownership opportunities for every employee

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues

Personal career development plans

Richer Life Business Partner (coaching for all employees)

Mindful Emotional & Social Intelligence training

Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)

Adoption benefits

Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship:Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.