Senior Financial Planning Analyst

About Cornerstone:

Cornerstone Advisors is a leading advisory and technology consulting firm serving financial institutions. Backed by Veritas Capital, a longstanding technology investor with over $54 billion of assets under management and a focus on companies operating at the intersection of technology and government, we operate in a performance-driven, growth-oriented environment focused on strategic expansion, operational excellence, and positive impact. For over 20 years, Cornerstone has delivered gritty insights, bold strategies, and data-driven solutions to build smarter banks, credit unions, and fintechs. From technology systems selection and implementation to contract negotiations, performance improvement, vendor management, strategic planning, and merger and acquisition services, Cornerstone combines expertise with proprietary data and research to help financial institutions thrive in today’s challenging environment.

Position Overview:

We are seeking a highly analytical, intellectually curious Senior FP&A Analyst to join our growing finance team. This role serves as a key partner to the CFO and to the Senior Director of Finance, this role will play a critical role in strengthening and scaling our financial planning & analysis function.

This is a hands-on senior-level individual contributor role with meaningful visibility and influence — not a traditional people-management position. The role will provide oversight and guidance to a junior analyst while directly supporting executive leadership, private equity stakeholders, and lenders.

The ideal candidate brings 6+ years of progressive experience across public accounting (valuation or transaction advisory preferred), corporate FP&A, or private equity-backed environments. We are looking for someone who is not an order taker, but a strategic thinker eager to contribute to “the art of the possible.”

**Immediate need: Please note, we are seeking someone to start immediately

Key Responsibilities:

Financial Planning, Forecasting & Analysis:

• Lead annual budgeting and rolling forecast processes
• Build and maintain dynamic 3-statement financial models
• Develop long-range planning models and scenario analyses
• Perform detailed variance analysis with clear, actionable insights
• Support strategic initiatives and capital allocation decisions

Budget Tool Implementation & Systems Development:

• Play a lead role in evaluating and deploying a budgeting/forecasting platform (e.g., Adaptive, Dynamics module, Anaplan, SAP SAC, Oracle Hyperion, etc.)
• Support implementation, data integration, and reporting architecture
• Improve financial reporting processes and automation
• Build scalable dashboards and KPI reporting packages

Executive & Stakeholder Reporting:

• Prepare board-ready reporting materials
• Support presentations to private equity partners (Veritas), lenders, and senior leadership
• Deliver concise financial storytelling with executive-level clarity

Business Partnership:

• Partner cross-functionally with department leaders
• Translate financial data into strategic recommendations
• Provide oversight and mentorship to a junior FP&A analyst
• Support M&A, due diligence, or strategic finance initiatives as needed

Requirements:

• 6+ years of experience in FP&A, transaction advisory, valuation, or related finance roles
• BA in Finance, Business or Data Analytics, or Business Management or equivalent work experience or a combination of both
• Strong financial modeling skills (advanced Excel, Power BI, Tableau) required
• Experience participating in a corporate budgeting and forecasting process
• Exposure to private equity-backed and/or performance-driven environments
• Ability to communicate complex financial concepts clearly and confidently
• Comfort interacting with senior leadership and external stakeholders

Preferred Qualifications:

• Experience with professional services or tech-enabled consulting business models ideally in a PE-backed setting, including familiarity with utilization, bookings, and backlog/pipeline dynamics, is preferred.
• Public accounting and/or finance background (valuation or transaction advisory preferred over audit)
• Experience deploying or implementing a budgeting/forecasting tool
• Experience with systems such as Adaptive Planning, Microsoft Dynamics, Anaplan, SAP SAC, or Oracle Hyperion
• Experience deploying a budget tool is strongly preferred.
• CPA, CFA, or MBA (not required)

What We’re Looking For:

• Intellectually curious and proactive problem solver
• Comfortable operating in a fast-paced, evolving, PE-sponsored environment
• Not an order taker — someone who challenges assumptions thoughtfully
• Comfortable presenting to sophisticated financial stakeholders
• Technologically curious, including interest in AI-driven financial workflows
• High ownership mentality with strong accountability

Culture & Work Style:

• In-office role (3+ days/week)
• Performance-driven culture — we value outcomes over attendance
• High visibility and direct mentorship from a CFO with deep FP&A expertise and Senior Director of Finance

Why This Role is Unique:

• Direct exposure to private equity stakeholders and executive leadership
• Opportunity to build and shape the FP&A infrastructure from the ground up
• Immediate impact in a high-growth, PE-sponsored environment
• Mentorship from a CFO with a strong track record of developing future CFOs and from a Senior Director of Finance who helped guide the firm through its latest partnership with Veritas

EEO STATEMENT

Cornerstone Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.