Senior Associate, FP&A

Focus Financial Partners

Hybrid

Quick summary

Work type
Hybrid
Location
Boston, MA
Salary
$90,000–$110,000 / yr
Posted
today

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $158k
This role $100k
$77k most similar roles pay here $207k

This role pays less than 95% of similar roles. Most pay $120,863–$194,300 — the shaded band above. At the midpoint, this role pays about $100k versus about $158k for comparable roles.

Based on 240 similar postings.

Employer

About Focus Financial Partners

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms, providing financial advisory, investment management, and related services to individuals, families, and institutions.

Focus Financial Partners currently has 7 open roles on FindRole.

Listed pay typically runs $135,000–$160,000 across 7 roles with salary data.

Most-posted roles

View all roles at Focus Financial Partners

At a glance

TL;DR · Senior Associate, FP&A

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The Senior Associate role in the SCS FP&A team requires a candidate with a strong technical and analytical background to contribute to financial systems, automation, and scalable reporting. This position involves partnering closely with the Head of FP&A and CFO to enhance financial reporting infrastructure, improve forecasting processes, and support technology implementations. Day-to-day responsibilities include building and maintaining financial reporting tools using Excel, Power BI, SQL, and other data visualization platforms, as well as supporting annual budgeting and rolling forecasts by improving data workflows and ensuring accuracy in financial models. The ideal candidate should have 3+ years of experience in IT development or a related field, with advanced skills in Excel and SQL, and proficiency in tools like Power BI and Python. Experience with Workday Adaptive Planning, Snowflake, and data warehouses is beneficial. This role demands strong analytical skills, the ability to translate complex data into clear financial insights, and effective communication with senior leaders.

Skills

Excel SQL Power BI Python Power Query Workday Adaptive Planning Snowflake CI/CD Terraform Docker Prometheus Grafana

What you'll do

  • Partner with the Head of FP&A and CFO on finance, data, and technology initiatives.
  • Build and maintain scalable financial reporting tools using Excel, Power BI, SQL, etc.
  • Support annual budgeting and rolling forecasting processes by improving data workflows.
  • Improve data quality and streamline reporting processes across finance teams.
  • Translate business questions into structured analyses for executive decision-making.

What we're looking for

  • 3+ years of experience in IT development, data analytics, or business intelligence
  • Bachelor’s degree in finance, economics, data analytics, engineering, or related field
  • Advanced Excel and SQL skills; proficiency with Power BI preferred
  • Experience building dashboards and automated reporting processes
  • Strong analytical skills and ability to translate complex data into clear insights
  • Understanding of financial statements, budgeting, forecasting, and variance analysis
  • Ability to manage multiple projects and communicate effectively with senior stakeholders

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More Senior Associate jobs Senior Associate jobs in Boston All jobs at Focus Financial Partners

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