Senior Financial Analyst (Investment Firm)
Atlantic Group
•
Boston, MA
0
0
0
0
Mid-Senior level
Posted April 4, 2026
Job link
Thinking about this job
Responsibilities
Responsibilities
- Prepare and deliver regular financial reports, highlighting performance against budgets and key metrics
- Support decision-making by developing financial models and analyses to evaluate business performance and strategic initiatives
- Assist in the coordination of the annual budgeting process, periodic forecasts, and long-term financial planning
- Build and maintain strong relationships with business leaders and cross-functional stakeholders to understand reporting and analytical needs
- Provide timely, accurate, and actionable insights to senior leadership, including responding to ad hoc reporting requests
- Partner with internal teams to streamline and enhance reporting processes, including identifying opportunities for automation and efficiency improvements Qualifications
Not Met Priorities
What still needs stronger evidence
Requirements
- Partner with internal teams to streamline and enhance reporting processes, including identifying opportunities for automation and efficiency improvements Qualifications
- 5+ years of experience in financial planning & analysis, budgeting, forecasting, or related functions, preferably in the financial services or private equity industry
- Experience working in a fast-paced environment with the ability to manage multiple priorities and deadlines
- Strong analytical, problem-solving, and critical thinking skills
- Excellent communication and presentation skills, with the ability to interact effectively with senior stakeholders
- Advanced proficiency in Excel and financial modeling
- High attention to detail with a focus on accuracy and quality
Preferred Skills
- 5+ years of experience in financial planning & analysis, budgeting, forecasting, or related functions, preferably in the financial services or private equity industry
- Advanced proficiency in Excel and financial modeling
Education
- (Not required) – Bachelor’s degree in Finance, Economics, Accounting, or another quantitative field
**No Sponsorship Available*** Local Applicants Only Position Summary The Senior FP&A partners with senior leaders and functional teams to deliver financial reporting, budgeting, forecasting, and analytical insights that support business decision-making. This role focuses on planning and reporting activities across shared or centralized business functions and requires close collaboration with stakeholders across finance, operations, risk, audit, and other corporate areas. The ideal candidate brings strong financial and analytical skills, effective stakeholder management, and the ability to operate in a fast-paced, collaborative environment. Key Responsibilities
Prepare and deliver regular financial reports, highlighting performance against budgets and key metrics
Support decision-making by developing financial models and analyses to evaluate business performance and strategic initiatives
Assist in the coordination of the annual budgeting process, periodic forecasts, and long-term financial planning
Build and maintain strong relationships with business leaders and cross-functional stakeholders to understand reporting and analytical needs
Provide timely, accurate, and actionable insights to senior leadership, including responding to ad hoc reporting requests
Partner with internal teams to streamline and enhance reporting processes, including identifying opportunities for automation and efficiency improvements Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or another quantitative field
5+ years of experience in financial planning & analysis, budgeting, forecasting, or related functions, preferably in the financial services or private equity industry
Experience working in a fast-paced environment with the ability to manage multiple priorities and deadlines
Strong analytical, problem-solving, and critical thinking skills
Excellent communication and presentation skills, with the ability to interact effectively with senior stakeholders
Advanced proficiency in Excel and financial modeling
High attention to detail with a focus on accuracy and quality
Collaborative, team-oriented mindset with a proactive and solutions-driven approach $48449
Prepare and deliver regular financial reports, highlighting performance against budgets and key metrics
Support decision-making by developing financial models and analyses to evaluate business performance and strategic initiatives
Assist in the coordination of the annual budgeting process, periodic forecasts, and long-term financial planning
Build and maintain strong relationships with business leaders and cross-functional stakeholders to understand reporting and analytical needs
Provide timely, accurate, and actionable insights to senior leadership, including responding to ad hoc reporting requests
Partner with internal teams to streamline and enhance reporting processes, including identifying opportunities for automation and efficiency improvements Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or another quantitative field
5+ years of experience in financial planning & analysis, budgeting, forecasting, or related functions, preferably in the financial services or private equity industry
Experience working in a fast-paced environment with the ability to manage multiple priorities and deadlines
Strong analytical, problem-solving, and critical thinking skills
Excellent communication and presentation skills, with the ability to interact effectively with senior stakeholders
Advanced proficiency in Excel and financial modeling
High attention to detail with a focus on accuracy and quality
Collaborative, team-oriented mindset with a proactive and solutions-driven approach $48449