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Senior Financial Planning & Analysis Analyst
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- Ranked among the Top 10 RIAs by Barron's, Moneta is one of the nation's premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service, and loyalty to our clients that only an independent company can offer.
- The Senior FP&A Analyst is key in helping lead the budgeting, forecasting and analysis support for the Enterprise Services Team (EST) and partner teams that better equip the VP of Finance, COO and Board of Directors for decision making.
- The Senior FP&A Analyst utilizes both quantitative and qualitative analysis of all operational aspects of EST and partner teams to evaluate the financial progress towards achieving its goals while mapping out future goals and plans.
- The following certifications can be advantageous: CPA, CFA, FPAC.
- Proficiency in data analysis, financial modeling and forecasting utilizing advanced Excel techniques and other systems to build models (i.e., SAP, SalesForce etc.)
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