Abacus Wealth Partners

Financial Planning and Analysis

• work with our finance team to ensure the company’s financial health is solid
• conduct company forecasting, analysis and reporting
• use AI to create automation in the Finance department
• partner with cross-functional teams to enhance processes and automate financial and operational reporting
• establish strong quality checks and controls to ensure data accuracy
• review financial planning work processes, systems, and procedures for efficient workflow
• serve as a key resource for insightful analysis that facilitates decision making
• prepare and deliver comprehensive evaluations, proposals, and recommendations to executive leadership and stakeholders
• review and audit fee calculations
• maintain simple loan ledgers and interest calculations
• provide strong revenue analysis

FP&A Financial Analyst