Financial Planning and Analysis Specialist

FP&A Associate Location: Boston, MA Salary: $80k - $100k base + bonus Atlantic Group is partnering with a growing investment and operating company to identify an FP&A Associate to support financial analysis and performance reporting across a diverse portfolio of businesses.

This is an excellent opportunity for an analytically minded finance professional with 2–4 years of experience who wants broad exposure to multiple businesses, hands-on financial modeling responsibilities, and direct interaction with senior leadership. The ideal candidate is detail-oriented, comfortable working with complex financial data, and able to translate numbers into actionable business insights.

Key Responsibilities

• Prepare monthly and quarterly financial reporting packages to evaluate performance across multiple businesses.
• Track key performance indicators (KPIs), analyze financial trends, and identify potential issues or opportunities.
• Develop and maintain financial models to support budgeting, forecasting, and scenario analysis.
• Analyze financial statements and review reporting for accuracy, consistency, and completeness.
• Partner with senior finance leadership and company controllers to support timely financial close and reliable reporting.
• Investigate financial discrepancies, identify root causes, and work with stakeholders to resolve issues.
• Translate financial data into clear insights and recommendations to support strategic decision-making.
• Assist with evaluating business performance and monitoring financial results across the portfolio.

Qualifications

• 2-4 + years of experience in FP&A, corporate finance, investment analysis, consulting, or a similar quantitative finance role.
• Strong financial modeling and advanced Excel skills, including the ability to build models from scratch.
• Solid understanding of financial statements and the relationships between the income statement, balance sheet, and cash flow statement.
• Strong analytical skills and exceptional attention to detail.
• Ability to identify trends, investigate discrepancies, and communicate findings effectively.
• Excellent written and verbal communication skills, with the ability to present financial information to senior stakeholders.
• Highly organized, self-directed, and comfortable managing multiple priorities across different businesses.
• Bachelor’s degree in finance, Economics, Accounting, or another quantitative discipline; strong academic performance preferred.
• For immediate consideration, please email your resume to [email protected] 50762