Senior Associate, FP&A

Responsibilities

• Partner with the Head of FP&A and CFO on critical finance, data, and technology initiatives
• Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, and other BI platforms
• Support annual budgeting and rolling forecasting processes by improving data workflows and managing timelines
• Partner with finance, accounting, operations, and technology teams to improve data quality and automate recurring analyses
• Translate business questions into structured analyses, dashboards, and models to support decision-making
• Manage multiple concurrent projects, ensuring milestones and stakeholder expectations are met

Requirements

• Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, or mathematics
• 3+ years of experience in IT development, data analytics, data engineering, business intelligence, or consulting
• Advanced Excel and SQL skills
• Experience building dashboards, automated reporting processes, or financial models
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Strong written and verbal communication skills for presenting technical concepts to non-technical audiences

Preferred Qualifications

• Experience with Power BI, Python, or Power Query
• Experience with Workday Adaptive Planning, Snowflake, or similar data warehouses

About the Company

SCS is a fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.