FP&A Analyst

Edelman Financial Services and Financial Engines seek a Financial Analyst within our Financial Planning & Analysis team in Kansas City. The primary responsibilities of this position include supporting the business through forecasting, variance analysis, and quarterly earnings preparation.


  • 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                                                                 


  • 1-3 years of experience in finance or equivalent work experience      
  • Bachelors or Master’s degree in finance or accounting                       
  • Proficient in Microsoft 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 a plus (T-SQL, MS SQL, MySQL)
  • Comprehension and experience with data visualization tools a plus (Tableau, MicroStrategy, Power BI, etc.)

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

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