Senior FP&A Analyst

Thrivent; Appleton (WI); Hybrid; USD 77,000 - 105,000; Full time

Benefits offered by this job

Bonuses (including annual or long-term

Medical, dental, and vision insurance

Health savings account

401k

Pension

Life and AD&D insurance

Disability insurance

Sick leave

Paid Time Off 20 days per year

Volunteer Time Off

Paid parental leave

EAP

Well-being benefits

Job summary

Thrivent is seeking a Financial Planning & Analysis Sr. Analyst to provide foundational financial support for the Advice & Wealth Management (AWM) segment and TIMI.

The role partners with AWM, TIMI, and Distribution leaders to deliver planning, forecasting, and insights on AUM drivers, revenues, expenses, and earnings. You will lead monthly and quarterly management reporting, perform ad hoc analyses, and model deals for Experienced Advisor recruiting, while helping manage expenses and

Qualifications

• Bachelor’s degree in accounting, business, or finance is required.
• 2+ years FP&A or similar experience.
• Forecasting, budgeting and modeling experience preferred.
• Advanced spreadsheet skills preferred.

Responsibilities

• Collaborate with AWM, TIMI and Distribution leaders for financial planning and decision support.
• Support monthly/quarterly forecasting and long-range planning.
• Lead monthly and quarterly management reporting on AUM drivers, revenues, expenses and earnings.
• Conduct ad hoc analyses and financial modeling, including deal support for recruiting.
• Monitor expenses and identify cost reduction opportunities.
• Lead the monthly reviews and variance analyses with corporate finance.
• Improve recruiting deal modeling processes and tracking.
• Support investment/portfolio analysis across multiple projects.
• Prepare communications and lead meetings on KPIs and performance.

Skills

FP&A

Financial analysis

Public accounting

Forecasting

Budgeting

Financial modeling

Advanced spreadsheets

Education

Bachelor’s degree in accounting, business, or finance

Advanced degree in finance or professional designation (CPA/CMA/MBA)

Job description

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

Job Summary

The Financial Planning & Analysis (FP&A) Sr. Analyst role is an important role which provides the foundational financial support to the Advice & Wealth Management (AWM) segment and Thrivent Investment Management Inc. (TIMI) business leaders to enable proactive and meaningful business reviews & strategic discussions. It requires analytical skills and the ability to partner and influence across the Distribution organization and the Experienced Advisor recruiting team. This role supports management reporting and insights on assets under management (AUM) drivers, revenues, expenses and earnings, as well as financial modeling for experienced advisor recruiting deals, by partnering with business leaders and FP&A partners. Collaboration and partnership are foundational to success in this role. Thriving in an evolving environment, working to drive innovation, and adopting industry best practice to drive sustainable growth is key.

Job Responsibilities and Duties

• Collaborate with AWM, TIMI and Distribution business leaders to engage in financial planning activities and support decision-making utilizing strategic financial analyses.
• Provide financial analysis, planning/forecasting and decision-making support to AWM and TIMI and support key business routines such as quarterly forecast, annual and long-range planning.
• Lead the preparation of AWM and TIMI monthly and quarterly management reporting and insights—AUM drivers (deposits, redemptions and market), revenues, expenses and earnings for FP&A Business Partners and leaders to drive decisions and forecast results
• Perform frequent and complex ad hoc analytical assignments and financial modeling, including deal support for Experienced Advisor recruiting, to identify opportunities in the business and presenting recommendations to FP&A Business Partners and Distribution leaders
• Support FP&A Business Partners & division leaders in managing AWM and TIMI expenses and deliver reporting to assist in the identification of appropriate levels of spending and potential areas of cost reduction.
• Serve as a partner to business leaders in the monthly review, updating, and variance analysis of financial forecasts on a rolling basis; Work with corporate finance to review affordability of expenses and adjust as needed. Identify, analyze, and provide insights on emerging AUM, revenue and earnings trends.
• Collaborate with Experienced Advisor and Distribution leaders to improve the recruiting deal modeling process—standardizing inputs, assumptions and workflow—and identify the data and measurements needed to track program success.
• Support resource investment analysis processes across a portfolio of projects.
• Prepare communications, coordinate, and lead meetings to present findings to business leaders on topics such as AWM and TIMI business performance, key performance indicators (KPIs), and advisor recruiting investment analysis.

Job Qualifications

• Bachelor’s degree in accounting, business, or finance required; advanced degree in finance or professional designation (e.g., CPA, CMA, MBA) preferred.
• FP&A, financial analysis or public accounting experience required.
• Successful experience in financial forecasting, budgeting, business partnership, and financial modeling preferred.
• 2+ years financial planning & analysis experience or other similar experience.
• Advanced spreadsheet skills preferred.

Other Critical Factors

• Critical thinker.
• Must be able to handle multiple priorities and deadlines independently.
• Ability to interact with multiple levels of management and employees, demonstrating strong interpersonal skills and the ability to constructively handle conflict.
• Ability to work independently and demonstrate initiative.
• Ability to proactively identify issues and take on additional challenges as needed.

Additional Information

• Thrivent offers a flexible work schedule with hybrid FP&A employees typically needing to be in the office 1-2 days/week.

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $77,478.00 - $104,823.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered:

• various bonuses (including, for example, annual or long-term incentives)
• medical, dental, and vision insurance
• health savings account
• flexible spending account
• 401k
• pension
• life and accidental death and dismemberment insurance
• disability insurance
• supplemental protection insurance
• 20 days of Paid Time Off each year
• Sick and Safe Time
• 10 paid company holidays
• Volunteer Time Off
• paid parental leave
• EAP
• well-being benefits
• other employee benefits

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.