Financial Analyst Manager

Edelman Financial Services and Financial Engines seek an experienced professional to join the Financial Planning & Analysis team as a Financial Analyst Manager in Fairfax, VA. The primary responsibilities of this senior level individual contributor role include supporting the business through forecasting, variance analysis, and quarterly earnings preparation as well as help mentor junior members of the team.  


  • Build and Maintain annual planning models and ongoing monthly forecasts 
  • Partner with accounting on monthly close and quarterly audits           
  • Update and monitor dashboards and reporting for executive staff to drive execution against corporate priorities
  • Prepare and distribute monthly budget vs. actual reports and analyze variances with department managers
  • Prepare monthly executive financial updates and board of directors’ presentations 
  • Assist in preparing metrics for quarterly earnings calls and external reporting 
  • Support the Finance team with ad-hoc reporting and analysis to drive financial results 
  • Support the creation of reporting, data visualization, and other tools to help teams better understand their performance
  • Increase productivity by improving processes and assisting in automation of manual tasks                                                                 


  • 5-8 years of experience in finance                                                
  • Bachelors or Masters degree in finance or accounting 
  • Proficient in Excel, financial modeling, and preparing presentations 
  • Attention to detail and first run accuracy is required                           
  • Robust sense of intellectual curiosity and the tenacity to experiment 
  • Excellent verbal and written communication skills                               
  • Ability to work in a deadline driven and multi-task environment          
  • Intrinsic motivation with a strong desire to make a positive impact on the organization                                                                                   
  • Understanding of basic accounting concepts and principles    
  • General understanding of relational database structures and standardized querying languages (T-SQL, MS SQL, MySQL)
  • Comprehension and experience with data visualization tools is required (Tableau, MicroStrategy, Power BI etc.)
  • Experience with formal financial planning software (Hyperion, Oracle, etc.) is required

For more information: & EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial and Financial Engines have an employment-at-will policy.

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