Senior FP&A Analyst

Great Gray Group; Boston (MA); On-site; USD 115,000 - 145,000; Full time

Job summary

Great Gray Group in Boston, MA is seeking a Senior FP&A Analyst to join a growing private equity-backed portfolio company. You will deliver financial planning and analysis, support reporting under US GAAP, and align financial insights with company goals.

Hybrid work is available (4 days onsite, 1 day remote). We seek 5–8 years in FP&A, strong Excel and modeling skills, and the ability to translate data into actionable insights for executives and sponsors.

Qualifications

• Minimum 5–8 years of progressive FP&A, financial analysis or corporate finance experience.
• Experience supporting budgeting, planning, forecasting in PE-backed or fast-paced environments.
• Strong knowledge of US GAAP financial statements and related concepts.
• Proficiency in financial modeling and variance analysis.

Responsibilities

• Support annual budgeting process and coordinate monthly forecasts with actionable insights.
• Assist monthly/quarterly close and prepare internal and external reporting packages under US GAAP.
• Conduct financial analyses to support strategic initiatives and business cases.
• Build financial models for new initiatives and cost-saving projects.
• Collaborate with leaders to provide insights on pricing, cost management, and revenue growth.
• Develop KPIs and financial metrics aligned with business objectives.

Skills

Financial modeling

Variance analysis

Advanced Excel

Cross-functional collaboration

Communication

Private equity experience

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

ERP systems

Planning tools

Job description

Why Great Gray?

At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.

The Role

Great Gray is looking to add a Senior FP&A Analyst to a growing private equity-backed portfolio company. We are seeking a highly analytical, results-driven, and proactive finance professional to support our FP&A function. This role offers the opportunity to work closely with the FP&A team, executive leadership, and private equity sponsors to drive financial insights, ensure robust reporting, and support value creation initiatives. You will be responsible for delivering financial planning and analysis, supporting financial reporting, and aligning financial insights with the overall goals of the company.

Location

This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote.

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Responsibilities

• Support the annual budgeting process and coordinate monthly forecasts. Analyze variances versus budget/forecast and provide actionable insights to drive business decisions.
• Support the monthly and quarterly close processes, including the preparation of internal financial statements and external reporting packages in accordance with US GAAP.
• Conduct financial analyses to support strategic and operational initiatives.
• Build financial models for business cases, new initiatives, and cost-saving projects.
• Extract, manipulate, and interpret large datasets, translating raw data into actionable financial insights and into profitability and operational efficiency that align with business objectives.
• Assist in developing, monitoring, and tracking key performance indicators (KPIs) and financial metrics that align with business objectives.
• Collaborate with business leaders by providing financial insights and recommendations in areas such as pricing, cost management, and revenue growth.
• Build strong relationships with cross-functional teams.
• Assist in cash flow analysis and reporting, including working capital analysis and liquidity monitoring.
• Support the preparation of materials and analyses for private equity sponsors, board meetings, investor updates and other key stakeholders, ensuring accuracy and clarity in financial reporting and insights.
• Provide financial modeling and analysis support for potential mergers, acquisitions, and investments. Assist in post-acquisition financial tracking as needed.
• Contribute to team knowledge sharing, process improvement initiatives, and support the broader FP&A team to drive high performance and continuous improvement.
• Complete other related duties as assigned

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• Experience: 5-8 years of progressive experience in FP&A, financial analysis, or corporate finance. Experience supporting financial planning, budgeting, and forecasting in a private equity-backed or complex, fast-paced environment preferred.
• Strong knowledge of financial planning, budgeting, and forecasting processes.
• Solid understanding of accounting concepts and US GAAP financials, including income statement, balance sheet, and cash flow statement mechanics, with the ability to apply accounting concepts in a financial planning context.
• Proficiency in financial modeling and variance analysis.
• Advanced Excel skills and experience with financial management software (e.g., ERP systems, planning tools).
• Strong analytical mindset with high attention to detail and accuracy.
• Excellent communication and presentation skills, with the ability to translate financial insights for business partners.
• Collaborative and comfortable working with cross-functional teams.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Comfortable navigating ambiguity.
• Entrepreneurial mindset to bring best practice ideas to the team.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Base Pay Range

* Base Pay Range* $115,000-$145,000

*This base pay range is subject to change and may be modified in the future.

The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting. Individual compensation within this range, or that may warrant a