Financial Analyst in Boston, Massachusetts at Edelman Financial Engines, LLC

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 that's 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, we'd 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 managing OpEx budgets 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 Power BI that give 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 $61,100 - $81,400. 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.