What are the responsibilities and job description for the FP&A Analyst position at Connect Search, LLC?
The Company
An established, employee-owned diversified financial services firm with a long track record across investment management, capital markets, and advisory services. The organization combines the resources of a scaled platform with a collaborative, entrepreneurial culture and a strong reputation for developing talent internally.
The Opportunity
This is an early-career seat on the FP&A team supporting budgeting, forecasting, and management reporting across the firm's business lines. The role offers broad exposure to how the business actually runs, regular interaction with business unit leadership, and a clear development path for someone looking to build a long-term career in corporate finance.
What You'll Own
- Support of the annual budgeting process and periodic reforecasting cycles across business lines
- Preparation of monthly and quarterly management reporting packages, including variance analysis against budget and forecast
- Analysis of revenue and expense drivers, with clear commentary on what's moving and why
- Development and maintenance of financial models supporting planning and scenario work
- Partnership with accounting on month-end close deliverables and expense allocations
- Preparation of materials for senior leadership reviews and business unit meetings
- Ad hoc analysis supporting strategic initiatives, headcount planning, and profitability review
- Process improvement work, including automation of recurring reporting and enhancements to existing tools
What You Bring
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Early-career experience in FP&A, corporate finance, accounting, audit, or a related analytical function
- Strong Excel skills, including modeling, pivot tables, and lookups
- Solid grasp of financial statements and how the three statements connect
- Comfort working with large data sets and translating numbers into a clear narrative
- Exposure to planning or BI tools (Workday Adaptive, Hyperion, Power BI, Tableau, or similar) a plus
- Financial services background helpful but not required
- Detail-oriented self-starter comfortable managing multiple deadlines
- Clear written and verbal communicator
Compensation
Competitive base salary plus performance bonus. Comprehensive benefits package.
Salary : $90,000 - $110,000