Edelman Financial Engines, LLC - Senior Manager, Financial Planning & Analysis and Investor Relations
Requirements
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field • 8-10 years of experience in Investment Banking, Consulting, Strategic Finance, Investor Relations, Corporate Finance, or a related discipline • Advanced financial modeling, forecasting, and analytical skills • Understanding of the capital market landscape, specifically within the Private Equity and Direct Lending markets • Strong proficiency in Excel and PowerPoint – experience preparing executive-level or Board-ready materials • Exceptional written and verbal communication skills • Demonstrated ability to translate complex analyses into clear business insights and executive narratives • Experience managing multiple priorities and delivering high-quality work in a fast-paced environment • Strong collaboration and influencing skills with the ability to work effectively across functions and levels • Experience supporting lender relations, ratings agencies, debt financing activities, investor relations, or private equity sponsors • Background in financial services, wealth management, asset management, consulting, investment banking, or strategic finance • Familiarity with planning and reporting tools / languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems • Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $106,400 to $156,000, plus a bonus structure and equity plan. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. • Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. • For more information, please visit EdelmanFinancialEngines.com. • For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Responsibilities
• Strategic Finance & Financial Analysis • Develop and maintain financial models supporting budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives • Perform analyses on key business drivers, profitability, growth trends, and enterprise performance • Partner with Finance leadership to evaluate risks, opportunities, and potential business outcomes • Translate complex financial information into clear recommendations for executive decision-making • Support monthly, quarterly, and annual planning processes across the organization • Executive Communications & Business Storytelling • Prepare executive-ready presentations and financial communications for senior leadership • Synthesize financial and operational results into concise, actionable narratives • Support development of materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums • Ensure consistency of messaging across planning, reporting, and external communications • External Stakeholder Support • Coordinate and support recurring and ad hoc requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders • Prepare financial analyses, presentation materials, FAQs, and supporting documentation for external meetings and diligence activities • Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather, validate, and communicate information effectively • Anticipate stakeholder questions and proactively develop supporting analyses and responses • Cross-Functional Coordination & Program Management • Manage project plans, communication timelines, and deliverables related to quarterly lender processes, ratings reviews, and diligence processes • Coordinate across multiple teams to ensure timely and accurate completion of key deliverables • Drive accountability and follow-through across stakeholders while maintaining strong working relationships • Process Improvement & Organizational Impact • Identify opportunities to improve modeling processes, reporting quality, and communication effectiveness (including the use of AI for model audits, forecasting, etc.) • Enhance the efficiency and scalability of finance deliverables through improved workflows and tools • Help elevate the quality, consistency, and professionalism of FP&A outputs across the organization • Support special projects and strategic initiatives as required
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