Senior FP&A Analyst

About the position

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Integrity, Passion, and Teamwork. Our promise to team members is that you will grow with us. We are seeking an experienced and highly motivated Senior FP&A Analyst to join our finance team. This role is ideal for someone who thrives in an evolving environment, enjoys building financial frameworks from the ground up, and can confidently take on open-ended projects with minimal direction. You will play a key role in financial modeling, business analysis, and strategic decision-making to support our organization's growth.

Responsibilities

• Develop and maintain complex financial models to support business decisions, long-term planning, and scenario analysis.
• Collaborate cross-functionally with department leaders to understand key business drivers and provide actionable insights.
• Support mergers & acquisitions, due diligence, and integration efforts by building financial analyses and evaluating/monitoring synergy opportunities.
• Provide input into streamlining of financial planning and reporting frameworks to enhance our ability to manage performance.
• Manage budgeting and forecasting processes, ensuring alignment with strategic goals.
• Provide in-depth financial analysis and reporting to senior leadership to drive data-informed decision-making.

Requirements

• Bachelor's Degree in Finance, Economics, Accounting or related field
• 5+ years of experience in financial planning and analysis, investment banking, or a similar role
• Strong technical skills; must have strong modeling experience including discounted cash flow, multi-year financial projections, mergers/acquisition modeling and revenue/expense drivers.
• Ability to take ambiguous or open-ended projects, structure an approach, and execute effectively.
• Deep understanding of key business drivers and how they impact financial performance.
• Strong ability to work across finance and other departments to align goals and share insights.
• Strong proficiency in Excel
• Experience with Workday Adaptive a plus
• M&A exposure, experience in due diligence, deal modeling and post merger integration is a plus.

Nice-to-haves

• Experience with Workday Adaptive
• M&A exposure, experience in due diligence, deal modeling and post merger integration