Financial Analyst

Waltham Planning Group manages assets for more than 200,000 clients through 120 offices. Since 1926, the firm has grown through acquisitions of independent advisory practices. We started in 1926 and have grown to about 107,800 people.

The position

We are adding a Financial Analyst to our FP&A team. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. We hire in Canada through an employer of record, so this is a regular full-time job with local payroll and statutory benefits. Core hours are 9:00 AM to 1:00 PM US Eastern.

What you'll be doing

Model pricing changes, capital projects and new business cases. Partner with department heads to understand spending and headcount plans. Prepare monthly variance analysis against budget and prior year. Track headcount and payroll costs against plan. Update KPIs such as gross margin, CAC and revenue per employee. Present monthly results to operating leaders and explain key drivers. Support board deck preparation with charts and commentary. Answer ad hoc questions from the CFO with quick-turn analysis.

Qualifications

2-4 years of FP&A, corporate finance or public accounting experience. Familiar with an ERP such as NetSuite, SAP or Oracle. Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models. Clear written commentary for monthly reporting. Bachelor's degree in finance, accounting or economics. Strong attention to detail in large models.

$86,000 to $107,000 annually

Perks and benefits

Monthly internet allowance. Public holidays observed per your country. Health insurance through our employer-of-record partner. 24 days paid time off.

This position requires a background check.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Waltham Planning Group, Inc..