Senior Financial Planning & Analysis Analyst

Job Description
The Senior FP&
A Analyst is key in helping lead the budgeting, forecasting and analysis support for the Enterprise Services Team (EST) and partner teams that better equip the VP of Finance, COO and Board of Directors for decision making.
The core functions of the Senior FP&
A Analyst include building financial models, analysis, planning, forecasting and reporting. The Senior FP&
A Analyst utilizes both quantitative and qualitative analysis of all operational aspects of EST and partner teams to evaluate the financial progress towards achieving its goals while mapping out future goals and plans. The Senior FP&
A Analyst also considerseconomic and business trends, reviews past company performance and attempts to anticipate obstacles and potential problems, all while forecasting Moneta’s future financial position with accuracy and clarity.
Essential Responsibilities
Develop and implement Partner team financial modeling utilizing Excel for all life cycle events (standard quarterly updates, PIT analysis, Succession modeling &
analysis and Ad-hoc analysis).
Articulate modeling concepts in a way that are effective, accurate, and easy for the specified audience to understand.
Help guide other team members in modeling efforts and presentations to support business decisions.
Provide thoughtful input and feedback to enhance existing models, create and implement new models based on management feedback.
Help the department with automation and eventually help lead the implementation of planning tools.
Collaborate with other EST departments to gather and provide necessary data to grow various applications.
Review EST financial forecasting for revenue and help with expense forecasting where necessary.
Prepare presentations to partners, Senior Management Team and assist with Board reporting.