Senior Associate, FP&A

Position Summary

This role will be an integral contributor to the SCS FP&A function with a strong emphasis on data analytics financial systems automation and scalable reporting. The ideal candidate brings a technical and analytical skill set with experience in data analytics data engineering business intelligence or financial systems and can translate complex data into clear financial insights executive-ready reporting and actionable business recommendations.

The Senior Associate will partner closely with the Head of FP&A CFO and cross-functional stakeholders to improve financial reporting infrastructure enhance forecasting and planning processes support technology implementations and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems working with large and complex datasets building repeatable analytical processes and communicating insights to senior leaders.

This is a hybrid role based in Boston MA.

Primary Responsibilities

• Partner with the Head of FP&A and CFO on critical finance data and technology initiatives including financial systems implementations reporting automation and planning process improvements
• Build maintain and enhance scalable financial reporting and analytical tools using Excel Power BI SQL planning systems or other data visualization / business intelligence platforms
• Support the annual budgeting and rolling forecasting processes by improving data workflows coordinating stakeholder inputs managing timelines and ensuring accuracy across financial models and reporting outputs
• Partner with finance accounting operations and technology teams to improve data quality streamline reporting processes and automate recurring analyses where possible
• Translate business questions into structured analyses dashboards models and reporting outputs that support decision-making across the organization
• Manage multiple concurrent projects ensuring priorities milestones deliverables and stakeholder expectations are met in a dynamic environment

Qualifications

• Bachelors degree in finance economics data analytics engineering information systems computer science mathematics or a related analytical field
• 3 years of experience in IT development data analytics data engineering business intelligence consulting or a similarly analytical / technical environment
• Strong analytical and problem-solving skills with the ability to work with complex datasets and translate findings into clear business narratives
• Advanced Excel and SQL skills required; experience with Power BI Python Power Query or similar data analytics / automation tools strongly preferred
• Experience building dashboards automated reporting processes financial models or analytical tools that improve decision-making and reduce manual effort
• Strong understanding of financial statements budgeting forecasting variance analysis and key business performance drivers
• Experience with Workday Adaptive Planning Snowflake data warehouses or similar financial planning / data platforms is a plus
• Demonstrated ability to structure ambiguous problems manage analytical workstreams and partner effectively with finance technology and senior business stakeholders
• Strong written and verbal communication skills with the ability to present technical or analytical concepts clearly to non-technical audiences
• Detail-oriented intellectually curious and comfortable balancing hands-on data work with executive-level communication and project management

This is an exempt position. The annualized base pay range for this role is expected to be between $90000 - $110000. Actual base pay could vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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