Description
We are seeking a Sr. FP&A Analyst to join our Corporate Finance team at our growing wealth management firm located in Cleveland, Ohio. This visible role reports to the Director of FP&A, works closely with the CFO, and plays a key role in budgeting, forecasting, and detailed budget-vs-actual (BvA) analysis, while acting as a strong bridge between FP&A and accounting.
The ideal candidate is highly analytical, extremely strong in Excel, comfortable working with large and sometimes imperfect data sets, and able to translate financial results into clear insights for senior leadership and the Board. Industry experience in wealth management is preferred but not required.
This position offers work from home flexibility of up to 2 days per week after initial orientation period.
In this position you will:
- Lead monthly and quarterly BvA analysis across the firm, including detailed variance explanations and trend analysis
- Support the budget and rolling forecast processes, including modeling, updates, and presentation
- Partner closely with accounting to understand actual results, accruals, timing differences, and system outputs
- Act as an FP&A “accountant,” with a strong understanding of how accounting entries flow through financial statements
- Work with AP, AR, and other corporate finance functions to ensure data accuracy and completeness
- Maintain and enhance financial models used for forecasting, scenario analysis, and management reporting
- Prepare recurring and ad-hoc reporting for the Director of FP&A, CFO, and executive leadership
- Assist with reporting requirements and support financial analysis tied to growth initiatives and acquisitions
- Continuously improve reporting processes and data quality, including automation where possible
Requirements
The successful candidate will have:
- Bachelor’s degree in finance, accounting, economics, or a related field
- 3–5+ years of experience in FP&A, financial analysis, or a blended FP&A/accounting role
- Advanced Excel skills are a must (complex formulas, lookups, Power Query, large data sets, modeling)
- Strong BvA experience, including the ability to explain drivers behind results, not just summarize them
- Solid understanding of accounting concepts and financial statements
- Experience working in a fast-paced, evolving environment
- Strong attention to detail with the ability to see the bigger picture
- Excellent written and verbal communication skills
- Commitment to company values
Strongly Preferred / Nice to Have
- NetSuite experience (reporting, saved searches, data extracts) or similar ERP system
- Experience in wealth management, financial services, or a similar environment
- Power BI or other BI/reporting tools
- Experience working with or analyzing large data sets
- Interest in or hands-on experience using AI tools to enhance financial analysis and reporting
- CPA, FPAC, CFA, or similar certification, or a master’s degree
Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.
We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect:
- A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
- The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
- An opportunity to work with institutions across the country
- A competitive base salary with an incentive bonus program
- 401(k) Savings plan with company contributions
- Health, Dental, Vision, and Long-term disability insurances
- Generous paid time off program
We are Clearstead…an independent institutional and wealth advisory firm in Cleveland, Ohio.
Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.
