Unitas Wealth Management
Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.
- Open roles
- 363
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- Location
- Hybrid · UNITED STATES-NY-New York
- Workplace
- Hybrid
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FP&A Senior Analyst
at Unitas Wealth Management
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a Senior FP&A Senior Analyst to join our team, supporting key business leaders with high-impact financial insights, forward- looking analysis, and disciplined planning. At Equitable, Finance is a strategic partner to the business, playing a critical role in shaping decisions and driving performance.
What You’ll Be Doing
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Support company wide projects and initiatives as it impacts FP&A functions and reporting (e.g. profitability analysis, strategic initiatives, M&A, etc.).
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Maintain the multi-year planning process and forecast process.
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Facilitate in the building of new processes to implement forecasts and redesign the planning process, leverage technology to improve efficiency and processes.
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Assist in coordinating and producing consolidated quarterly and annual reporting and financial reviews with other Finance stakeholders.
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Drive automation of production of analytics in a very fast-moving environment.
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Prepare documentation, analytics and controls to support internal and external reporting.
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Perform financial scenarios analysis to support management strategic and business decision making.
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Thrive in data-driven decision-making, cross-functional partnerships, and continuous improvement with a strategic thinker mindset.
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Collaborate with the Investor Relations to build the corporate story and the Treasury team for capital management initiatives.
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Take ownership of dedicated KPIs reporting.
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Work seamlessly with FP&A business counterparties and all other corporate support functions.
This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
The base salary range for this position is $92,000 - $150,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program