Strategic FP&A Analyst — Shared Services & AI Insights

Cambridge Associates; Boston (MA); On-site; USD 77,000 - 101,000; Full time

Job summary

Cambridge Associates in Boston is seeking a Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services. This role focuses on monthly and quarterly financial reporting, forecasting, annual budgeting, and ad hoc analysis to provide senior management with actionable insights for managing expenses.

You will partner with Accounting & Finance, Legal, Human Capital and other corporate functions to maintain data integrity in models, deliver executive summaries, and drive efficiency with

Qualifications

• 5+ years of FP&A / budgeting / forecasting experience.
• Advanced MS Excel skills (INDEX MATCH, Pivot, etc.).
• Experience with Oracle EPM or similar planning tools.
• Ability to manage complex financial data.
• Strong project and time-management skills with attention to detail.
• Excellent written and verbal communication; stakeholder support.
• Proactive process improvement mindset and data analytics skills.

Responsibilities

• Partner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecasts.
• Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centers.
• Analyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with actionable commentary.
• Prepare monthly/quarterly P&L reviews, dashboards, and executive-ready summaries for Shared Services leadership.
• Serve as the primary financial contact for assigned corporate functions, translating financial data into operational insight.
• Support ad hoc analyses for leadership, including cost-benefit analysis and scenario planning.
• Identify opportunities to streamline reporting and forecasting processes; advocate AI-powered tools in FP&A.

Skills

FP&A experience

Excel advanced

Financial modeling

Project management

Communication

Self-starter

Data analytics

Accounting principles

Stakeholder support

Tools

Oracle EPM

Job description

Cambridge Associates in Boston is seeking a Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services. This role focuses on monthly and quarterly financial reporting, forecasting, annual budgeting, and ad hoc analysis to provide senior management with actionable insights for managing expenses.

You will partner with Accounting & Finance, Legal, Human Capital and other corporate functions to maintain data integrity in models, deliver executive summaries, and drive efficiency with