Senior FP&A & Investor Relations Leader (Remote)

Edelman Financial Engines, LLC; Boston (MA); Remote; USD 106,000 - 156,000; Full time

Benefits offered by this job

Bonus program

Equity plan

Job summary

Edelman Financial Engines is seeking a Senior Manager, Financial Planning & Analysis and Investor Relations to drive strategic finance insights and investor communications. The role reports to the Director of FP&A and partners with senior leaders to translate complex financial data into actionable business narratives.

The position offers visibility across the organization, a base salary range of $106,400 to $156,000 with a bonus structure and equity plan, and a remote-friendly work

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 8-10 years of experience in Investment Banking, Consulting, Strategic Finance, Investor Relations, Corporate Finance, or a related discipline.
• Advanced financial modeling, forecasting, and analytical skills.
• Understanding of the capital market landscape, specifically within Private Equity and Direct Lending markets.
• Strong proficiency in Excel and PowerPoint – experience preparing executive-level or Board-ready materials.
• Exceptional written and verbal communication skills.

Responsibilities

• Develop and maintain financial models supporting budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives.
• Perform analyses on key business drivers, profitability, growth trends, and enterprise performance.
• Partner with Finance leadership to evaluate risks, opportunities, and potential business outcomes.
• Translate complex financial information into clear recommendations for executive decision-making.
• Support monthly, quarterly, and annual planning processes across the organization.

Skills

Financial modeling

Forecasting

Executive communications

Cross-functional collaboration

Project management

Education

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

Tools

Excel

PowerPoint

Power BI

Job description

Edelman Financial Engines is seeking a Senior Manager, Financial Planning & Analysis and Investor Relations to drive strategic finance insights and investor communications. The role reports to the Director of FP&A and partners with senior leaders to translate complex financial data into actionable business narratives.

The position offers visibility across the organization, a base salary range of $106,400 to $156,000 with a bonus structure and equity plan, and a remote-friendly work