Senior FP&A Analyst – Data Analytics & Automation

SCS; Boston (MA); Hybrid; USD 90,000 - 105,000; Full time

Job summary

SCS, Focus Partners Family Office and OCIO, is a fiduciary wealth and investment management firm based in Boston. This hybrid FP&A role emphasizes data analytics, automation, and scalable reporting, partnering with the Head of FP&A and CFO to improve forecasting and reporting infrastructure.

The Senior Associate will translate complex data into executive insights, build dashboards with Excel, Power BI, SQL, and planning systems, and support budgeting and strategic initiatives in a collaborative

Qualifications

• Bachelor’s degree in a related analytical field.
• 3+ years in IT development, data analytics, BI, or similar environment.
• Strong analytical and problem-solving skills with complex datasets.
• Advanced Excel and SQL; Power BI and Python preferred.

Responsibilities

• Partner with Head of FP&A and CFO on finance, data, and tech initiatives.
• Build and enhance scalable reporting tools using Excel, Power BI, SQL.
• Support budgeting and rolling forecasting processes with data workflows.
• Collaborate with finance, accounting, ops, and tech to automate analyses.
• Translate questions into structured analyses and dashboards.
• Manage multiple projects and stakeholder expectations.

Skills

Data analytics

SQL

Excel

Power BI

Python

Data storytelling

Communication

Education

Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics

Tools

Power BI

SQL

Workday Adaptive Planning

Snowflake

Job description

SCS, Focus Partners Family Office and OCIO, is a fiduciary wealth and investment management firm based in Boston. This hybrid FP&A role emphasizes data analytics, automation, and scalable reporting, partnering with the Head of FP&A and CFO to improve forecasting and reporting infrastructure.

The Senior Associate will translate complex data into executive insights, build dashboards with Excel, Power BI, SQL, and planning systems, and support budgeting and strategic initiatives in a collaborative