Description

We are seeking an FP&A Analyst in the Finance Group of our wealth management firm, located in Cleveland, Ohio. The candidate will play a key role in driving financial planning, analysis, and reporting activities within the organization. This role will work closely with cross-functional teams to provide financial insights, support strategic decision-making, and ensure effective budgeting and forecasting processes. This position requires a basic understanding of financial analysis and budget management. The successful candidate will strive for continuous improvement in the organization’s financial analysis tools, business partnership and controllership.

This position offers work from home availability 2 days per week after initial training period.

In this position you will:

Financial Planning and Analysis:

Support the financial planning & analysis process, including annual budgeting, forecasting, and long-term financial planning
Partner with business leaders to build financial models, evaluate performance, and generate insights to guide decision-making
Monitor key performance indicators (KPIs), analyze financial trends, and flag risks and opportunities
Contribute to the preparation of monthly operating and financial review packages, as well as quarterly board presentations
Perform scenario and sensitivity analyses to assess business strategies and investment opportunities
Develop and deliver financial reports, dashboards, and presentations for leadership and key stakeholders

Business Partnership:

Collaborate with cross-functional teams to develop financial strategies and drive initiatives to achieve financial goals
Foster effective communication and collaboration between finance and other departments to align financial objectives and operational activities

Requirements

The successful candidate will have:

1-3 years of relevant professional experience
Undergraduate degree in business, finance, accounting, or related field required
A master’s degree or relevant professional certifications (e.g., CPA, CMA) are a plus
Basic knowledge of financial principles, accounting standards, and financial statement analysis
Comfort with and at least moderate proficiency in Excel, including use of spreadsheet formulas and functionality
Ability to manage competing deadlines with accuracy
Good communication skills to collaborate effectively with coworkers and management about the finances of the business
Solid interpersonal and written and verbal communication skills
Analytical mindset with business-oriented thinking

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from individuals from all diverse backgrounds.

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 high-profile private clients and 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 wealth management and investment consulting 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.

There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.