Senior FP&A Analyst

OverviewThe Role: Great Gray is looking to add a Senior FP&A Analyst to a growing private equity-backed portfolio company. This role supports the FP&A function, works with executive leadership and private equity sponsors to drive financial insights, ensure robust reporting, and support value creation initiatives. You will be responsible for delivering financial planning and analysis, supporting financial reporting, and aligning financial insights with the overall goals of the company.LocationThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote.Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.ResponsibilitiesSupport the annual budgeting process and coordinate monthly forecasts. Analyze variances versus budget/forecast and provide actionable insights to drive business decisions.Conduct financial analyses to support strategic and operational initiatives.Build financial models for business cases, new initiatives, and cost-saving projects.Deliver insights into profitability and operational efficiency.Assist in developing, monitoring, and tracking key performance indicators (KPIs) and financial metrics that align with business objectives.Collaborate with business leaders by providing financial insights and recommendations in areas such as pricing, cost management, and revenue growth.Build strong relationships with cross-functional teams.Assist in cash flow analysis and reporting, including working capital analysis and liquidity monitoring.Support the preparation of materials and analyses for private equity sponsors, board meetings, investor updates and other key stakeholders, ensuring accuracy and clarity in financial reporting and insights.Provide financial modeling and analysis support for potential mergers, acquisitions, and investments. Assist in post-acquisition financial tracking as needed.Contribute to team knowledge sharing, process improvement initiatives, and support the broader FP&A team to drive high performance and continuous improvement.Qualifications & ExperienceEducation: Degree in Finance, Accounting, Business Administration, Economics, or a related field.Experience: 5-8 years of progressive experience in FP&A, financial analysis, or corporate finance. Experience supporting financial planning, budgeting, and forecasting in a private equity-backed or complex, fast-paced environment preferred.Strong knowledge of financial planning, budgeting, and forecasting processes.Proficiency in financial modeling and variance analysis.Advanced Excel skills and experience with financial management software (e.g., ERP systems, planning tools).Strong analytical mindset with high attention to detail and accuracy.Excellent communication and presentation skills, with the ability to translate financial insights for business partners.Collaborative and comfortable working with cross-functional teams.Entrepreneurial mindset to bring best practice ideas to the team.Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities fortable navigating ambiguity.Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.BenefitsBe an integral part of an early-stage, high-growth organization!Hybrid work environmentCompetitive compensation package including 401(k) with employer match and non-elective contribution opportunitiesLifestyle spending allowance programEmployer-paid life and disability insuranceGenerous and well-deserved, paid time off programCompany BackgroundGreat Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts ("CITs"), with over $200 billion in CIT assets under management, across more than 780 funds. We proudly work with over 80 subadvisors, including leading firms such as Alliance Bernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.CITs are more than just an investment vehicle. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.Madison Dearborn Partners ("MDP") purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.Equal Employment Opportunity PolicyGreat Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and AnalystIndustries: Financial Services, Technology, Information and Media, and Software Development #J-18808-Ljbffr

Created: 2025-09-17