Senior Financial Analyst (Investment Firm)

Atlantic Group
Boston, US

Job Description

  • *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

Skills & Requirements

Technical Skills

Excelfinancial modelingcommunicationpresentationcollaborationfinancial servicesprivate equity

Salary

$48,449+

year

Level

senior

Posted

3/24/2026

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