Senior Financial Planning Analyst

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Summary

The Senior Financial Planning Analyst serves as a strategic modeling and forecasting expert for Moneta’s Enterprise Services Team (EST) and Partner Teams—playing a critical role in equipping the VP of Finance, COO, and Board of Directors with accurate, forward-looking insights for high-impact decision making.

In this role, you will design, build, and enhance complex financial models, lead multi-year budgeting and forecasting processes, and deliver clear, data-driven analysis that connects operational performance to financial outcomes. You will evaluate business trends, assess historical results, and anticipate future risks and opportunities, producing actionable recommendations that help guide enterprise-wide strategy.

This role blends technical modeling mastery, strategic thinking, and cross-functional collaboration, ensuring Moneta’s financial planning infrastructure remains scalable, insightful, and aligned with long-term business goals. You will contribute meaningfully to the evolution of Moneta’s planning ecosystem, including automation, new modeling architecture, and implementation of advanced planning tools.

Essential Responsibilities

• Design, build, and maintain complex financial models from the ground up, supporting Partner Team life-cycle events including quarterly updates, PIT analysis, succession planning, scenario modeling, and ad-hoc strategic analysis.
• Translate sophisticated modeling concepts into clear, actionable insights tailored to diverse audiences, including partner teams, senior leadership, and cross-functional stakeholders.
• Serve as a modeling subject-matter resource, providing technical guidance, peer review, and thought partnership to analysts and team members on model structure, logic, and output interpretation.
• Enhance existing modeling architecture by identifying structural improvements, implementing stronger assumption frameworks, improving automation, and building new modules based on leadership direction and evolving business needs.
• Drive the FP&A technology roadmap and drive continuous process improvement through automation initiatives, implementing a best-in-class planning tool, and building integrated, scalable financial modeling platforms.
• Collaborate closely with EST departments to gather data, validate assumptions, and ensure accuracy and consistency across applications, financial systems, and Partner Team reporting.
• Support and refine EST forecasting, including revenue drivers, expense planning, and multi-year projections, ensuring alignment with enterprise-level financial strategy.
• Serve as a strategic finance consultant to Partner Teams, delivering insights and recommendations that support confident business decisions. 
• Develop high-quality presentations and dashboards for Partner Teams, Senior Management, and the Board—highlighting insights, risks, opportunities, and scenario implications.

Qualifications

• Bachelor’s degree in finance, accounting, business, engineering, or a related field is required. A master’s degree (MBA, Master of Finance, Master of Accounting) can be advantageous.  
• The following certifications can be advantageous: CPA, CFA, FPAC.
• 3–7+ years of progressive experience in financial modeling, forecasting, valuation, or FP&A in a complex, data-driven environment.
• Expert-level Excel skills, including ability to build robust models from scratch (dynamic scenarios, sensitivity analysis, probabilistic drivers, advanced functions, and error-proofing).
• Experience using or integrating with financial systems and planning tools (SAC, Adaptive, Vena, Salesforce, NetSuite, Tableau, Power BI, SQL, or similar).
• Strong analytical and problem-solving abilities, with a track record of building structured, scalable, and logic-driven models.
• Excellent communication skills with the ability to distill complex analyses into understandable narratives for non-technical stakeholders.

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities, insurance commissions and/or trails.