Harrison Gray Search is recruiting on behalf of our client for a Senior FP&A Analyst.

Overview

Our client is a nationally recognized, independent wealth management firm providing comprehensive financial services, including investments, planning, tax and business consulting, estate strategies, and family office support. The firm has built its reputation on collaboration, integrity, and data-driven decision-making. This is an opportunity to join a growing organization that values analytical rigor, professional growth, and meaningful impact.

The Opportunity

The Senior FP&A Analyst will serve as a key partner to leadership—driving financial insight, enabling informed decision-making, and supporting the firm’s continued expansion. This role is ideal for a detail-oriented professional who thrives on translating data into strategy and wants visibility across all areas of the business.

Key Responsibilities

Financial Planning & Analysis

• Build and refine detailed financial models, forecasts, and budgets across P&L, balance sheet, cash flow, headcount, and capital planning

• Deliver dashboards and reports that translate complex data into actionable insights

• Partner with business leaders to analyze results, highlight trends, and recommend actions

• Support strategic initiatives with scenario modeling, sensitivity analysis, and ROI projections

Reporting & Insights

• Produce accurate monthly and quarterly management reporting and analysis

• Evaluate performance versus targets and identify opportunities for improvement

• Streamline forecasting and reporting processes to enhance efficiency and accuracy

Cross-Functional Collaboration

• Partner with Accounting, Operations, and senior management to align financial planning with operational goals

• Support implementation of process improvements, automation, and data standardization

Continuous Improvement

• Enhance FP&A tools, templates, and methodologies for scalability and accuracy

• Stay current on best practices to keep the organization forward-looking and data-driven

Why This Role Stands Out

• Broad exposure across business functions with direct visibility to senior leadership

• Opportunity to refine and strengthen FP&A infrastructure within a growing firm

• Collaborative culture that values ownership, curiosity, and continuous learning

• Clear link between your analysis and firm-wide strategic decisions

Location & Work Model

• Based in Illinois, with flexibility to work from the Rockford, Lincolnshire, or downtown Chicago office (200 W. Madison Ave.)

• On-site presence expected 3 days per week, with 2 days remote once fully onboarded

• Standard business hours; some extended hours (up to ~50/week) during month-end and quarter-end cycles

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field

• 5+ years of progressive FP&A experience, including financial modeling, budgeting, and forecasting

• Advanced Excel skills; familiarity with Power BI, Tableau, or other BI/reporting tools

• ERP experience preferred (NetSuite or Workday a plus)

• Proven analytical and problem-solving abilities with attention to detail and accuracy

• Strong communication and interpersonal skills to work cross-functionally and influence outcomes

• Self-starter with ownership mindset and commitment to continuous improvement

• Must reside within reasonable commuting distance of one of the firm’s Illinois offices (no relocation offered)