Financial Analyst

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  AUM, revenue, cost of revenue budgets for business line partners; building, maintaining, and explaining the numbers while proactively identifying variances and variance drivers before they become surprises.
• Building and maintaining driver-based forecasts for net flows, 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: 

• Bachelor’s degree in Finance, Accounting, or a related field; 1–3 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)