Senior FP&A Analyst

About Meadowbound

Clients pay a flat annual fee, and the firm takes no commissions. Our advisors handle retirement planning, investment management and estate coordination for about 900 households. We have been family run since 1993.

Meadowbound runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. On site, Denver.

Job duties

• Partner with department heads to understand spending and headcount plans.
• Prepare monthly variance analysis against budget and prior year.
• Build and maintain the annual budget and quarterly forecast models.
• Improve forecasting processes and cut manual steps out of the model.
• Track headcount and payroll costs against plan.
• Answer ad hoc questions from the CFO with quick-turn analysis.
• Reconcile forecast data with accounting after close.

Who you are

• 5+ years of FP&A, corporate finance or public accounting experience.
• Familiar with an ERP such as NetSuite, SAP or Oracle.
• Experience building budgets and forecasts.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.
• Working knowledge of accounting and how the three statements connect.

Pluses

• Adaptive Planning, Anaplan or Planful experience.

What we offer

Expected salary range: $57.50 - $70.50 per hour, plus bonus eligibility.

• Referral program.
• Flexible schedule.

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

New hires usually start two to three weeks after accepting an offer.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Duration: 12 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Meadowbound LLC.