Senior FP&A Analyst — Strategic Forecasting & Growth

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

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) with 100% match up to 3%

Equity ownership opportunities

New Business Incentive Program

Referral bonus

Transit subsidy

Wellbeing stipend

Job summary

Brighton Jones, a leading wealth advisory firm, seeks a Senior FP&A professional to drive budgeting, forecasting, and executive reporting. You will partner with department leaders to refine assumptions, monitor performance, and flag risks while supporting capital allocation analyses.

You will build multi-year models using Excel, DataRails, Power Query, and AI tools, delivering clear business implications for senior leadership.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.

Responsibilities

• Coordinate annual budget templates, consolidation files, quality controls, budget uploads, and analyses with Senior Director of Finance.
• Maintain multi-year financial forecasts, scenario analyses, and planning models across revenue, client growth, headcount, compensation, and G&A.
• Partner with department leaders to refine assumptions, evaluate staffing needs, monitor performance, and flag off-target areas.
• Support capital allocation analyses, business cases, and other strategic finance projects under senior leadership.

Skills

Advanced Excel

Financial modeling

GAAP accounting

Power BI

Power Query

VBA

AI tools experience

Data analytics

Education

Bachelor's degree in Finance/Accounting/Economics/Business Administration

Tools

NetSuite

DataRails

Power Query

Power BI

VBA

Job description

Brighton Jones, a leading wealth advisory firm, seeks a Senior FP&A professional to drive budgeting, forecasting, and executive reporting. You will partner with department leaders to refine assumptions, monitor performance, and flag risks while supporting capital allocation analyses.

You will build multi-year models using Excel, DataRails, Power Query, and AI tools, delivering clear business implications for senior leadership.