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Financial Analyst

Edelman Financial Engines

Job Location:

Boston, MA - USA

Monthly Salary: $ 61100 - 81400

Posted: 8 August 2026 (26 days ago)

Application Deadline: 5 November 2026

Vacancies: 1 Vacancy

Job Summary

At Edelman Financial Engines (EFE) our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations and every dollar invested has a job to do for our clients. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice strategies and solutions to help them feel confident about the plans they are making whether for today tomorrow or in the great unknown future. Our goal is to build long-term relationships based on respect integrity and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First One Team Respectful Candor and Endless Curiosity. These values guide everything we do for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative values-led culture we invite you to explore a career with us.

The Business Line Finance team at Edelman Financial Engines works directly alongside Marketing Distribution and Product & Technology partners translating financial data into context that helps those teams make better decisions. We are always looking for ways to work smarter and faster whether thats developing a new forecasting model turning a monthly manual report into an automated dashboard or digging into a data set to surface something useful before the next business review. If that kind of work sounds interesting wed like to talk.

Principal Responsibilities:

The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following:

Owning and managingOpExbudgets for business line partners building maintaining and explaining the numbers while proactively identifying variances and cost drivers before they become surprises.
Building and maintaining driver-based forecasts for new client inflows working with business partners to develop and pressure-test the assumptions that underpin those projections.
Building and maintaining dashboards and reporting in PowerBI thatgive business partners real-time visibility into financial performance proactively identifying manual or recurring workflows and replacing them with scalable automated solutions.
Preparing materials for internal leadership and external stakeholders (lenders PE owners etc.) that translate complex financial data into clear decision-ready insights.

Baseline Requirements:

Bachelors degree in Finance Accounting or a related field; 13 years of FP&A business finance or financial analytics experience.
Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners.
Strong analytical and financial modeling skills with the ability to work through ambiguity and structure problems independently.
Proficient in Excel financial modeling and preparing presentations.

Preferred Qualifications

Background in Financial Services FinTech or Wealth Management.
Demonstrated use of analytics or BI tools to build something better faster or more scalable than what existed regardless of tool.
Hyperion or similar ERP/EPM planning tool experience (e.g. Anaplan Adaptive Insights IBM Planning Analytics)

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $61100 - $81400. However final base pay will be carefully determined based on several factors including responsibilities job-related skills relevant experience geographic location and market conditions. Additionally this role may be eligible for other forms of compensation and benefits such as a discretionary bonus health dental and other wellness plans and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986 Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors not just the wealthy deserve access to personal comprehensive financial planning and investment advice. Recognized byBarronsas a top RIA firm for eight years in a row(awarded each September (2018-2025) based on prior 12-month data through June 30)¹wesupportmore than1.27 million clientsacross 140 offices nationwide and manage over$324billionin assets².Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every clients situation and goals are unique and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

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For California residents please see the link for thePrivacy Notice for Candidates. California law requires that we provideyouthis notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race color religion creed sex gender identity or expression sexual orientation pregnancy; marital domestic partner or civil union status; national origin citizenship ancestry ethnic heritage genetic information age legally recognized disability military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that you need assistance to accommodate a disability you may request one at any time by either contacting your recruiter or .

¹TheBarrons Top 100 RIA Firms list an annual ranking of independent advisory firms is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services LLC which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey FEA received aprecombinationranking of 12th.

²EdelmanFinancial Engines data as ofSeptember 30 2025

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