Senior Associate, FP&A
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Overview
Job Description
Position Summary
This role will be an integral contributor to the SCS FP&A function, with a strong emphasis on analytical problem‑solving, project management, and executive‑ready communication. The ideal candidate brings a consulting‑style skill set including structured thinking, stakeholder management, and high‑quality presentation development to support complex initiatives such as technology implementations, potential acquisitions, and cross‑functional projects.
Primary Responsibilities
- Partner with the Head of FP&A and CFO on critical initiatives, including financial systems and technology implementations, acting as a workstream lead where appropriate
- Lead financial diligence and analytical projects related to potential acquisitions, including integration planning and post‑close analysis
- Support the annual budgeting and rolling forecasting processes, coordinating inputs across stakeholders and managing timelines and deliverables
- Perform monthly and ad‑hoc financial analyses to explain variances versus prior periods, budget, and forecast scenarios
- Develop clear, concise, and executive‑ready presentation materials (PowerPoint) to communicate insights, recommendations, and decisions
- Manage multiple concurrent projects, ensuring priorities, milestones, and deliverables are met in a dynamic environment
Qualifications
- Bachelor’s degree in finance, economics, or a related field
- 3+ years of experience in finance, consulting, or a similarly analytical environment
- Strong financial modeling and analytical skills, with the ability to translate analysis into clear business narratives
- Advanced proficiency in Excel and PowerPoint; experience creating executive‑level presentations is required
- Experience with Workday Adaptive Planning or similar planning tools is a plus
- Demonstrated ability to manage projects, structure ambiguous problems, and work effectively with senior stakeholders
- Strong written and verbal communication skills
This is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $100,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.
SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.
SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
For California Applicants: Information on your California privacy rights can be found
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.