Senior FP&A Strategist: Enterprise Forecasting & Modeling

Moneta

Clayton, St. Louis (MO, MO)

On-site

USD 90,000 - 130,000

Full time

12 days ago

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Benefits offered by this job

Paid holidays

PTO

Medical insurance

Dental insurance

Disability insurance

Life insurance

401k match

Profit-sharing bonus

Parental leave

Referral bonus

Wellness programs

Job summary

Moneta is seeking a Senior Financial Planning Analyst to support our Enterprise Services Team and Partner Teams with strategic modeling and forecasting. You will design, build, and optimize complex financial models, lead multi-year budgeting processes, and deliver data-driven recommendations that connect operational performance to financial outcomes.

This role blends advanced modeling, strategic thinking, and cross-functional collaboration to evolve Moneta’s planning ecosystem, including

Qualifications

Bachelor’s degree in finance, accounting, business, engineering, or related field required.
Master’s degree (MBA, Master of Finance, Master of Accounting) can be advantageous.
3–7+ years of progressive experience in financial modeling, forecasting, valuation, or FP&A in a complex, data-driven environment.
Expert-level Excel skills, including ability to build robust models from scratch (dynamic scenarios, sensitivity analysis, probabilistic drivers, advanced functions, and error-proofing).
Experience using or integrating with financial systems and planning tools (SAC, Adaptive, Vena, Salesforce, NetSuite, Tableau, Power BI, SQL).
Strong analytical and problem-solving abilities, with a track record of building structured, scalable, and logic-driven models.
Excellent communication skills with the ability to distill complex analyses into understandable narratives for non-technical stakeholders.

Responsibilities

Design, build, and maintain complex financial models from the ground up, supporting Partner Team life-cycle events including quarterly updates, PIT analysis, succession planning, scenario modeling, and ad-hoc strategic analysis.
Translate sophisticated modeling concepts into clear, actionable insights tailored to diverse audiences, including partner teams, senior leadership, and cross-functional stakeholders.
Serve as a modeling subject-matter resource, providing technical guidance, peer review, and thought partnership to analysts and team members on model structure, logic, and output interpretation.
Enhance existing modeling architecture by identifying structural improvements, implementing stronger assumption frameworks, improving automation, and building new modules based on leadership direction and evolving business needs.
Drive the FP&A technology roadmap and drive continuous process improvement through automation initiatives, implementing a best-in-class planning tool, and building integrated, scalable financial modeling platforms.
Collaborate closely with EST departments to gather data, validate assumptions, and ensure accuracy and consistency across applications, financial systems, and Partner Team reporting.
Support and refine EST forecasting, including revenue drivers, expense planning, and multi-year projections, ensuring alignment with enterprise-level financial strategy.
Serve as a strategic finance consultant to Partner Teams, delivering insights and recommendations that support confident business decisions.
Develop high-quality presentations and dashboards for Partner Teams, Senior Management, and the Board—highlighting insights, risks, opportunities, and scenario implications.