Senior Financial Analyst - Investment Manager

Beacon Hill Staffing Group; Boston (MA); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Annual bonus opportunity

Job summary

Beacon Hill Staffing Group is seeking a Senior Financial Analyst - Investment Manager to join its FP&A team in Boston. The role supports budgeting, forecasting, reporting, and strategic financial analysis, partnering with senior leaders across the organization.

The position is well-suited for candidates with a foundation in public accounting, corporate finance, FP&A, or accounting and offers visibility across the business in a dynamic investment management environment.

Qualifications

• Bachelor’s degree in accounting/finance/economics or related field.
• 2+ years in FP&A, corporate finance, accounting, audit or financial analysis.
• Strong Excel and analytical skills with attention to detail.
• Excellent written and verbal communication; able to interact with stakeholders.

Responsibilities

• Support annual budgeting, quarterly forecasting, and reforecasting.
• Analyze performance and provide variance and trend analysis.
• Prepare reporting packages and financial presentations for senior leaders.
• Assist with long-term planning and financial modeling.
• Collaborate with accounting and business leaders to review results.
• Support month- and quarter-end reporting; participate in ad hoc analyses.

Skills

Advanced Excel

Analytical capabilities

Written and verbal communication

Cross-department collaboration

Education

Bachelor’s degree in Accounting, Finance, Economics, Business

Tools

Financial planning systems

Job description

Senior Financial Analyst - Investment Manager

A leading investment management firm is seeking a Senior Financial Analyst to join its Financial Planning & Analysis team. This individual will play a key role in budgeting, forecasting, management reporting, and strategic financial analysis while partnering closely with senior business leaders across the organization.

This position offers excellent visibility across the business and is well-suited for professionals looking to leverage a foundation in public accounting, corporate finance, FP&A, or accounting into a broader finance role within a dynamic investment management environment.

Key Responsibilities

• Support annual budgeting, quarterly forecasting, and periodic reforecasting processes
• Analyze business performance and provide meaningful variance and trend analysis
• Prepare reporting packages and financial presentations for senior leadership
• Assist with long-term strategic planning and financial modeling initiatives
• Partner with accounting, finance, and business leaders to evaluate financial results and key business drivers
• Support month-end and quarter-end reporting activities
• Participate in special projects, process improvements, and ad hoc financial analyses
• Identify risks, opportunities, and key insights to support decision-making

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field
• 2+ years of relevant experience in FP&A, corporate finance, accounting, audit, or financial analysis
• Strong consideration will be given to candidates coming from:
• Big Four or large regional public accounting firms
• Corporate Finance Development Programs (FDP/FLDP)
• Large-company FP&A teams
• Large-company accounting and finance organizations
• Advanced Excel skills and strong analytical capabilities
• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to work effectively across departments and interact with stakeholders at various levels
• Experience with financial planning and reporting systems is a plus

Compensation & Work Schedule

• Base salary: $90,000-$105,000
• Annual bonus opportunity
• Hybrid schedule with 3 days per week in the office

Why Consider This Opportunity

• Exposure to senior leadership and key business decisions
• High-impact FP&A and strategic finance responsibilities
• Collaborative team environment with strong growth potential
• Opportunity to develop broad financial and business management skills within a leading investment management platform

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future