Senior Financial Planning & Analysis Analyst
Moneta
- Clayton, MO
- Permanent
- Full-time
- Develop and implement Partner team financial modeling utilizing Excel for all life cycle events (standard quarterly updates, PIT analysis, Succession modeling & analysis and Ad-hoc analysis).
- Articulate modeling concepts in a way that are effective, accurate, and easy for the specified audience to understand.
- Help guide other team members in modeling efforts and presentations to support business decisions.
- Provide thoughtful input and feedback to enhance existing models, create and implement new models based on management feedback.
- Help the department with automation and eventually help lead the implementation of planning tools.
- Collaborate with other EST departments to gather and provide necessary data to grow various applications.
- Review EST financial forecasting for revenue and help with expense forecasting where necessary.
- Prepare presentations to partners, Senior Management Team and assist with Board reporting.
- Bachelor’s degree in finance, accounting, business, engineering, or a related field is required. A master’s degree (MBA, Master of Finance, Master of Accounting) can be advantageous.
- The following certifications can be advantageous: CPA, CFA, FPAC.
- 3+ years of experience in financial modeling and analysis.
- Proficiency in data analysis, financial modeling and forecasting utilizing advanced Excel techniques and other systems to build models (i.e., SAP, SalesForce etc.)
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities