The Senior FP&A Analyst will support financial planning and analysis, budgeting, reporting, and strategic initiatives, working closely with leadership and private equity sponsors.
Why Great Gray?
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
The Role
Great Gray is looking to add a Senior FP&A Analyst to a growing private equity-backed portfolio company. We are seeking a highly analytical, results-driven, and proactive finance professional to support our FP&A function. This role offers the opportunity to work closely with the FP&A team, executive leadership, and private equity sponsors to drive financial insights, ensure robust reporting, and support value creation initiatives. You will be responsible for delivering financial planning and analysis, supporting financial reporting, and aligning financial insights with the overall goals of the company.
Location
This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote.
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
Responsibilities
- Support the annual budgeting process and coordinate monthly forecasts. Analyze variances versus budget/forecast and provide actionable insights to drive business decisions.
- Conduct financial analyses to support strategic and operational initiatives.
- Build financial models for business cases, new initiatives, and cost-saving projects.
- Deliver insights into profitability and operational efficiency.
- Assist in developing, monitoring, and tracking key performance indicators (KPIs) and financial metrics that align with business objectives.
- Collaborate with business leaders by providing financial insights and recommendations in areas such as pricing, cost management, and revenue growth.
- Build strong relationships with cross-functional teams.
- Assist in cash flow analysis and reporting, including working capital analysis and liquidity monitoring.
- Support the preparation of materials and analyses for private equity sponsors, board meetings, investor updates and other key stakeholders, ensuring accuracy and clarity in financial reporting and insights.
- Provide financial modeling and analysis support for potential mergers, acquisitions, and investments. Assist in post-acquisition financial tracking as needed.
- Contribute to team knowledge sharing, process improvement initiatives, and support the broader FP&A team to drive high performance and continuous improvement.
Qualifications & Experience
- Education: Degree in Finance, Accounting, Business Administration, Economics, or a related field.
- Experience: 5-8 years of progressive experience in FP&A, financial analysis, or corporate finance. Experience supporting financial planning, budgeting, and forecasting in a private equity-backed or complex, fast-paced environment preferred.
- Strong knowledge of financial planning, budgeting, and forecasting processes.
- Proficiency in financial modeling and variance analysis.
- Advanced Excel skills and experience with financial management software (e.g., ERP systems, planning tools).
- Strong analytical mindset with high attention to detail and accuracy.
- Excellent communication and presentation skills, with the ability to translate financial insights for business partners.
- Collaborative and comfortable working with cross-functional teams.
- Entrepreneurial mindset to bring best practice ideas to the team.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
- Comfortable navigating ambiguity.
- Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.
Benefits
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
· Be an integral part of an early-stage, high-growth organization!
· Hybrid work environment
· Competitive compensation package including 401(k) with elective and non-elective match opportunities
· Lifestyle spending allowance program
· Medical, Dental, Vision Insurance
· Employer-paid life and disability insurance
· Generous paid time off program
Company Background
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.
CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.
Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.
Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
Investor Background
MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.
Equal Employment Opportunity Policy
Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
Accommodation Statement
Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: [email protected]
Top Skills
Erp Systems
Excel
Financial Management Software
Great Gray Trust Company Boston, Massachusetts, USA Office
53 State St, Boston, Massachusetts, United States, 02109
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