FP&A Analyst, Wealth

We are seeking a highly motivated FP&A Analyst to join our growing FP&A department at Integrity Marketing Group. The FP&A Analyst will provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning.

Requirements

• Bachelor’s degree in Business, Accounting, Finance or Economics.
• 0-2 years of experience in FP&A, or similar field.
• Familiarity with BI tools, such as Power BI and Tableau preferred.
• Advanced Excel experience preferred
• Financial services experience is a plus.
• Familiarity with OneStream and NetSuite is a plus.
• Experience with SQL preferred but not required.
• Highly motivated problem solver with the ability to think critically.
• Self-starter with an innate curiosity and drive to understand Financial Services industry environment and data.
• Results-oriented and self-directed, able to work independently with minimal supervision.
• Cross-functional collaboration skills to promote alignment across the organization.
• High standards of accuracy and precision with a strong attention to detail.
• Excellent interpersonal skills, and a strong work ethic.
• Excellent written, verbal, quantitative, and presentation skills; collaborative and organized.
• Ability to work in-office full time.

Benefits

• Competitive compensation package
• Benefits that make work more fun and give you and your family peace of mind