Senior Associate, Finance Data & Insights

Job Description Summary

This role will be an integral contributor to the SCS FP&A function, with a strong emphasis on data analytics, financial systems, automation, and scalable reporting. The ideal candidate brings a technical and analytical skill set — with experience in data analytics, data engineering, business intelligence, or financial systems — and can translate complex data into clear financial insights, executive-ready reporting, and actionable business recommendations.
The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems, working with large and complex datasets, building repeatable analytical processes, and communicating insights to senior leaders.

This is a hybrid role based in Boston, MA.

Job Description

Primary Responsibilities

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Partner with the Head of FP&A and CFO on critical finance, data, and technology initiatives, including financial systems implementations, reporting automation, and planning process improvements

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Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems, or other data visualization / business intelligence platforms

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Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy across financial models and reporting outputs

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Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting processes, and automate recurring analyses where possible

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Translate business questions into structured analyses, dashboards, models, and reporting outputs that support decision-making across the organization

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Manage multiple concurrent projects, ensuring priorities, milestones, deliverables, and stakeholder expectations are met in a dynamic environment

Qualifications

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Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field

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3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or a similarly analytical / technical environment

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Strong analytical and problem-solving skills, with the ability to work with complex datasets and translate findings into clear business narratives

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Advanced Excel and SQL skills required; experience with Power BI, Python, Power Query, or similar data analytics / automation tools strongly preferred

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Experience building dashboards, automated reporting processes, financial models, or analytical tools that improve decision-making and reduce manual effort

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Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business performance drivers

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Experience with Workday Adaptive Planning, Snowflake, data warehouses, or similar financial planning / data platforms is a plus

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Demonstrated ability to structure ambiguous problems, manage analytical workstreams, and partner effectively with finance, technology, and senior business stakeholders

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Strong written and verbal communication skills, with the ability to present technical or analytical concepts clearly to non-technical audiences

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Detail-oriented, intellectually curious, and comfortable balancing hands-on data work with executive-level communication and project management

This is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $105,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

SCS, Focus Partners Family Office and OCIO   is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators— ultra ‑ high ‑ net ‑ worth   individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build   multi ‑ generational   legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated   multi ‑ asset   class portfolio management, access to private investments, holistic   wealth   and estate planning,   next ‑ generation   education, and   purpose ‑ driven   advisory. SCS is supported by a modern, scalable technology infrastructure that enhances   its   ability to deliver a seamless, proactive,   white ‑ glove   client experience.

SCS is part of   Focus,   a leading financial services firm   comprised   of wealth management, family office, and business management services.   Learn more at   scsfinancial.com   or follow the company on   Linked In .

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com  or follow the company on  LinkedIn .

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subj