Senior Financial Planning & Analysis Analyst

Moneta

  • Clayton, MO
  • Permanent
  • Full-time
  • 19 days ago
  • Apply easily
Company DescriptionRanked among the Top 10 RIAs by Barron’s, Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service, and loyalty to our clients that only an independent company can offer.Job DescriptionThe Senior FP&A Analyst is key in helping lead the budgeting, forecasting and analysis support for the Enterprise Services Team (EST) and partner teams that better equip the VP of Finance, COO and Board of Directors for decision making.The core functions of the Senior FP&A Analyst include building financial models, analysis, planning, forecasting and reporting. The Senior FP&A Analyst utilizes both quantitative and qualitative analysis of all operational aspects of EST and partner teams to evaluate the financial progress towards achieving its goals while mapping out future goals and plans. The Senior FP&A Analyst also considers economic and business trends, reviews past company performance and attempts to anticipate obstacles and potential problems, all while forecasting Moneta’s future financial position with accuracy and clarity.Essential Responsibilities
  • 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.
Qualifications
  • 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.)
Additional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
  • 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
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.

Moneta