Senior Fp&A Analyst

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Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We are seeking an experienced and highly motivated Senior FP&A Analyst to join our finance team. This role is ideal for someone who thrives in an evolving environment, enjoys building financial frameworks from the ground up, and can confidently take on open-ended projects with minimal direction. You will play a key role in financial modeling, business analysis, and strategic decision-making to support our organization's growth.

Responsibilities:

• Financial Modeling & Analysis: Develop and maintain complex financial models to support business decisions, long-term planning, and scenario analysis.
• Business Partnership: Collaborate cross-functionally with department leaders to understand key business drivers and provide actionable insights.
• Strategic Projects & M&A Support: Support mergers & acquisitions, due diligence, and integration efforts by building financial analyses and evaluating/monitoring synergy opportunities.
• Process Improvement & Framework Development: Provide input into streamlining of financial planning and reporting frameworks to enhance our ability to manage performance.
• Budgeting & Forecasting: Manage budgeting and forecasting processes, ensuring alignment with strategic goals.
• Reporting & Insights: Provide in-depth financial analysis and reporting to senior leadership to drive data-informed decision-making.

Requirements

• Bachelor's Degree in Finance, Economics, Accounting or related field
• 5+ years of experience in financial planning and analysis, investment banking, or a similar role
• Strong technical skills; must have strong modeling experience including discounted cash flow, multi-year financial projections, mergers/acquisition modeling and revenue/expense drivers.
• Strategic Thinking: Ability to take ambiguous or open-ended projects, structure an approach, and execute effectively.
• Business Acumen: Deep understanding of key business drivers and how they impact financial performance.
• Collaboration: Strong ability to work across finance and other departments to align goals and share insights.
• Strong proficiency in Excel
• Experience with Workday Adaptive a plus
• M&A exposure, experience in due diligence, deal modeling and post merger integration is a plus.