Financial Analyst - Fp&A

What we are looking for –

Aspiriant is a leading independent wealth management firm, advising ~2,100 clients with ~$13 billion in assets under management across eleven offices in the United States. We recognize and respect the value and contributions of each team member to the overall success of our company, and we strive to cultivate a work environment that strikes a balance between our professional and personal lives.

The FP&A Analyst has the opportunity to work directly with senior managers of the firm and make a difference in the financial outcomes of the organization. As an FP&A expert, you will play an important role in the Finance Department. Your responsibilities will include providing financial insights and projections to the finance team and various business partners. You will engage in analysis important for decision-making and planning. This is a hybrid role.

You will –

• Help prepare Executive and Board of Directors financial packages that provide insightful analysis, identify required action items, and effectively frame decisionsto be made
• Provide support to others on the Finance team related to revenue, expenses, and general financial metrics in a timely manner
• Assist with preparing revenue and expense accruals, and providing P&L variance explanations to budget and forecasts
• Assist in critical aspects of billing and consolidated reporting responsibilities
• Prepare elements of budgets and forecasts, variance analyses, long-term planning, and risk/opportunity assessments
• Identify areas for revenue opportunities and cost improvements
• Work closely with different departments of the firm in understanding their business, supporting their initiatives, and general financial inquiries
• Identify and research variances to forecast, budget, and prior-year
• Track historical data for long term reporting and analytics

You are –

• Someone with a high level of commitment to ethics, privacy, integrity, and compliance
• Experienced in developing financial reports and metrics
• Able to adapt to changing, fast-paced environment
• Able to meet deadlines with minimal supervision
• Possessing superb attention to detail and ability to successfully manage multiple contending priorities while maintaining a view of the big picture
• Someone with demonstrated ability to communicate well with others through effective verbal and written communication

We want –

• Bachelor’s Degree (Accounting, Business, Finance related preferred)
• 3+ years of financial reporting/analytics experience
• General knowledge of accounting and finance fundamentals
• Familiarity with Accounting tools such as NetSuite or MS Dynamics 365
• Database experience using business intelligence tools such as Tableau and extracting and joining data across various systems of record
• Excellent Excel, Word, and Powerpoint skills
• Experience developing financial reports and metrics

We offer –

• Collaborative fun environment
• 401(k) with company match
• Bonus program
• Competitive company contribution to medical benefits
• Flexible work arrangements
• Continuing education assistance program

We are –

ASPIRIANT IS A leading independent wealth management firm.

We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Applicants should go to www.aspiriant.com, select the ‘Careers’ link in the footer search for open positions. From there attach a cover letter and resume for consideration.

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.