FP&A Financial Analyst

Abacus Wealth Partners

FP&A Financial Analyst ensuring company’s financial health at a progressive financial planning firm. Partnering with finance team using AI for automation and data accuracy.

Posted 8/1/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $79,500 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial data analysis, forecasting, and advanced Excel financial modeling, while ensuring data accuracy and compliance with GAAP. Capable of leveraging AI for process automation and providing insightful analysis to support decision-making.

Highest-signal resume keywords

Financial Data AnalysisForecasting ExperienceAdvanced Excel SkillsUnderstanding of GAAPAI Automation in Finance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisForecastingFinancial ModelingData Accuracy ChecksRevenue AnalysisFee Calculation ReviewLoan Ledger MaintenanceInterest CalculationProcess ImprovementScenario Analysis

Soft Skills

Organizational SkillsAttention to DetailAnalytical SkillsProblem-Solving SkillsSelf-Starter

Industry Keywords

Financial HealthCross-Functional CollaborationQuality ControlOperational ReportingExecutive Leadership Communication

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3+ years of financial data analysis and forecasting experience
Eager to learn and adopt the use of AI
Excellent organizational skills and attention to detail
Strong analytical and problem-solving skills
Advanced Excel spreadsheet and financial modeling skills
Ability to forecast trends and financial impacts based on multiple scenarios
Self-starter with ability to assess priorities and meet deadlines
Thorough understanding of generally accepted accounting principles (GAAP)

Benefits

Comp & perks

unlimited vacation
flexible work hours (and location)
18 weeks of paid parental leave