Strategic FP&A & Investor Relations Leader

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

Job summary

Edelman Financial Engines is seeking a Senior Manager of Financial Planning & Analysis and Investor Relations. The role reports to the Director of FP&A and partners with senior leaders to translate financial data into actionable narratives and strategic recommendations.

The position blends financial modeling, forecasting, and investor communications, with exposure across lenders, ratings agencies, and private equity sponsors.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 8-10 years of experience in Investment Banking, Consulting, Strategic Finance, Investor Relations, Corporate Finance, or related discipline.
• Advanced financial modeling, forecasting, and analytical skills.

Responsibilities

• Develop and maintain financial models for budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives.
• Prepare executive-ready presentations and financial communications for senior leadership.
• Coordinate with lenders, ratings agencies, and private equity sponsors.
• Translate complex financial information into clear recommendations for executive decision-making.
• Manage project plans, timelines, and deliverables for quarterly processes and diligence activities.
• Identify opportunities to improve modeling processes and reporting quality.

Skills

Financial modeling

Forecasting

Analytical skills

Executive presentations

Cross-functional coordination

Project management

Excel

PowerPoint

Communication skills

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Power BI

Anaplan

Hyperion

SQL

Job description

Edelman Financial Engines is seeking a Senior Manager of Financial Planning & Analysis and Investor Relations. The role reports to the Director of FP&A and partners with senior leaders to translate financial data into actionable narratives and strategic recommendations.

The position blends financial modeling, forecasting, and investor communications, with exposure across lenders, ratings agencies, and private equity sponsors.