Senior FP&A Analyst

Harrison Gray Search is recruiting on behalf of our client for a Senior FP&A Analyst.

Overview

Our client is a nationally recognized, independent wealth management firm providing comprehensive financial services, including investments, planning, tax and business consulting, estate strategies, and family office support. The firm has built its reputation on collaboration, integrity, and data-driven decision-making. This is an opportunity to join a growing organization that values analytical rigor, professional growth, and meaningful impact.

The Opportunity

The Senior FP&A Analyst will serve as a key partner to leadership-driving financial insight, enabling informed decision-making, and supporting the firm's continued expansion. This role is ideal for a detail-oriented professional who thrives on translating data into strategy and wants visibility across all areas of the business.

Key Responsibilities

Financial Planning & Analysis

• Build and refine detailed financial models, forecasts, and budgets across P&L, balance sheet, cash flow, headcount, and capital planning
• Deliver dashboards and reports that translate complex data into actionable insights
• Partner with business leaders to analyze results, highlight trends, and recommend actions
• Support strategic initiatives with scenario modeling, sensitivity analysis, and ROI projections

Reporting & Insights

Cross-Functional Collaboration

Continuous Improvement

Why This Role Stands Out

Location & Work Model

Qualifications