Senior Financial Analyst, FP&A

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Job Summary:

We are seeking a collaborative Senior Financial Analyst to join our FP&A team. The ideal candidate will have a strong background in finance and/or FP&A, coupled with exceptional business acumen. As a Senior Financial Analyst at Mercer, you will play a key role in providing insightful analysis to support decision-making processes, driving financial performance and acting as a trusted advisor to business leaders across the organization. This role will collaborate closely with various business lines and departments to provide actionable insights and recommendations to senior management.

Essential Job Functions for Senior Financial Analyst will include:

• Conduct comprehensive financial analysis to support strategic decision-making, including but not limited to budgeting, forecasting, and variance analysis.
• Manage and analyze headcount plans, movement, and analysis working closely with cross functional teams.
• Maintain and evolve capacity models for sales, relationship management, and value-added services across customer segments and markets.
• Prepare monthly, quarterly, and annual financial reports and presentations for management, investors, and stakeholders.
• Develop and maintain financial models to evaluate business performance, analyze trends, identify areas for business optimization.
• Collaborate with enterprise-wide teams to develop annual operating plans, financial forecasts, and strategic initiatives.
• Evaluate investment opportunities, conduct ROI analysis, and provide recommendations to optimize capital allocation.
• Support ad-hoc financial analysis and special projects as required.
  
  

Required Knowledge, Skills And Abilities

• Bachelor's degree in finance, economics, accounting, or business administration.
• 2+ years of experience in finance related roles.
• Strong business acumen and ability to translate financial data into actionable insights.
• Excellent analytical, problem-solving, and decision-making skills.
• Proficiency in financial modeling, forecasting, and analysis.
  
  

Preferred Qualifications:

• MBA or Masters in Finance (MSF)
• Experience with Oracle Netsuite and FP&A reporting software.
• Wealth Management, Finance, or FinTech industry experience.
• Capacity modeling experience
• Ability to influence without authority.
  
  

Location: This is a remote role with a preference for Boston, MA.

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance
  
  

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.