- Develop and implement Partner team financial modeling utilizing Excel for all life cycle events (standard quarterly updates, PIT analysis, Succession modeling & analysis and Ad-hoc analysis).
- Articulate modeling concepts in a way that are effective, accurate, and easy for the specified audience to understand.
- Help guide other team members in modeling efforts and presentations to support business decisions.
- Provide thoughtful input and feedback to enhance existing models, create and implement new models based on management feedback.
- Help the department with automation and eventually help lead the implementation of planning tools.
- Collaborate with other EST departments to gather and provide necessary data to grow various applications.
- Review EST financial forecasting for revenue and help with expense forecasting where necessary.
- Prepare presentations to partners, Senior Management Team and assist with Board reporting.
- 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+ years of experience in financial modeling and analysis.
- Proficiency in data analysis, financial modeling and forecasting utilizing advanced Excel techniques and other systems to build models (i.e., SAP, SalesForce etc.)
- 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
-
Family Office Client Service Manager
4 weeks ago
Moneta Group Clayton, United StatesCompany Description · MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, ed ...
-
Financial Advisor
2 weeks ago
Moneta Saint Louis, United StatesJob Description · Job DescriptionCompany Description · MONETA is the world's largest independent Registered Investment Advisor (RIA), focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but ...
-
Senior Financial Advisor
2 weeks ago
Moneta Saint Louis, United StatesJob Description · Job DescriptionCompany Description · Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic commu ...
-
Associate Wealth Advisor
2 weeks ago
BUCKINGHAM STRATEGIC WEALTH LLC Saint Louis, United StatesJob Description · Job DescriptionThe Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client re ...
-
Private Client Advisor
2 weeks ago
Commerce Bank Clayton, United StatesAbout Working at Commerce · Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our cul ...
-
Advisor, CFP
2 weeks ago
Moneta Saint Louis, United StatesJob Description · Job DescriptionCompany Description · Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with ambitious financial advisors who want to enhance their client service by completely reframing what it means to be an ...
-
BA Microsoft D365 BC Manager
2 days ago
RSM US LLP Saint Louis, United StatesJob Description · We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, ...
-
Advisor, CFP
2 weeks ago
Moneta Saint Louis, United StatesJob Description · Job DescriptionCompany Description · Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independen ...
-
Staff Accountant
3 weeks ago
LHH Recruitment Solutions Saint Louis, United StatesJob Description · Job DescriptionLHH Recruitment Solutions is currently seeking a diligent and detail-oriented Staff Accountant for a client in St. Louis, MO. The ideal candidate will play a crucial role in managing the clients financial records and ensuring accuracy in financial ...
-
Retirement Solutions Advisor
2 weeks ago
BUCKINGHAM STRATEGIC WEALTH LLC Saint Louis, United StatesJob Description · Job DescriptionThe Buckingham Retirement Solutions Advisor position offers a unique opportunity to help grow the retirement solutions platform for the larger community of advisors. This offering has been created as an enhanced 401(k) service to meet the needs an ...
-
Senior Commercial Loan Coordinator
2 weeks ago
Enterprise Bank & Trust Clayton, United States**Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Missouri, ...
-
Commercial Treasury Management Officer I
2 weeks ago
PNC Financial Services Group, Inc. Clayton, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
-
Family Office Client Service Manager
2 weeks ago
Moneta Saint Louis, United StatesJob Description · Job DescriptionCompany Description · MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk manag ...
-
Financial Coach
2 weeks ago
Helping People - United Way of Greater St. Louis Saint Louis, United StatesJob Description · Job DescriptionBy bringing people and organizations together to solve our region's most pressing issues, United Way of Greater St. Louis is making our community a better place to live, work, and thrive. Here, you'll work with passionate and committed colleagues, ...
-
Tax Associate
2 weeks ago
BUCKINGHAM STRATEGIC WEALTH LLC Saint Louis, United StatesJob Description · Job DescriptionThe Tax Associate position is an exciting opportunity to help drive and shape the tax preparation and filing service offering at Buckingham. This team member will work with Buckingham Integrated Tax Solutions team to assist in the implementation a ...
-
Corporate Controller
2 weeks ago
Confluent Holdings Saint Louis, United StatesJob Description · Job DescriptionJOB SUMMARY: · The Controller will report to Confluent's CFO and will partner with the CFO in leading all of Confluent's Finance & Accounting activities. The Controller will be responsible for overseeing our accounting operations, ensuring complia ...
-
Multi-Site Controller
2 weeks ago
Bemana, LLC Saint Louis, United StatesJob Description · Job DescriptionWe are assisting a major client in the manufacturing space with hiring a Multi-Site Controller. This is a fully remote role with some in-person visits to various plants, especially around the Saint Louis, MO area. · Must possess outstanding analy ...
-
Family Office Advisor
6 hours ago
Moneta Saint Louis, United StatesJob Description · Job DescriptionCompany Description · Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independen ...
-
Assistant General Manager
2 weeks ago
Saint Louis Club Saint Louis, United StatesJob Description · Job DescriptionDescription:Job Summary: · The Assistant General Manager is responsible for overseeing the Food and Beverage, Housekeeping, Maintenance and Catering departments. This position will work closely with the Kitchen and Accounting departments to ensure ...
-
Tax Senior Manager
2 days ago
RSM US LLP Saint Louis, United StatesJob Description · We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, ...
Senior Financial Planning - Saint Louis, United States - Moneta
Description
Job Description
Job DescriptionCompany DescriptionRanked among the Top 10 RIAs by Barron's, Moneta is one of the nation's premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service, and loyalty to our clients that only an independent company can offer.
Job DescriptionThe Senior FP&A Analyst is key in helping lead the budgeting, forecasting and analysis support for the Enterprise Services Team (EST) and partner teams that better equip the VP of Finance, COO and Board of Directors for decision making.
The core functions of the Senior FP&A Analyst include building financial models, analysis, planning, forecasting and reporting. The Senior FP&A Analyst utilizes both quantitative and qualitative analysis of all operational aspects of EST and partner teams to evaluate the financial progress towards achieving its goals while mapping out future goals and plans. The Senior FP&A Analyst also considers economic and business trends, reviews past company performance and attempts to anticipate obstacles and potential problems, all while forecasting Moneta's future financial position with accuracy and clarity.
Essential Responsibilities
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:
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.
