Job Specifications
FP&A Business Analyst – Financial Systems (Contract)
Industry: Financial Services (Insurance / Asset & Wealth Management)
Location: Boston, MA – Hybrid (3–4 days onsite per week)
Contract Type: Contract engagement
Role Overview
We are seeking an experienced FP&A Business Analyst to support a major FP&A Transformation programme within a financial services organisation. This role sits at the intersection of finance and technology, supporting initiatives that enhance, automate, and optimise financial planning, forecasting, and reporting processes. You will work closely with FP&A stakeholders, system transformation teams, and technical developers to ensure financial systems deliver accurate, timely, and decision-ready insights for leadership. This is a hands-on contract role requiring strong financial acumen, systems thinking, and prior experience in financial services environments.
Key Responsibilities
Analyse FP&A projection processes including forecasting, variance analysis, and scenario modelling to identify automation and efficiency opportunities
Gather, document, and validate business and system requirements in collaboration with FP&A and technical teams
Develop and execute test plans, test cases, and UAT, with a strong focus on financial data accuracy and controls
Partner with finance teams to ensure data integrity, consistency, and governance across planning and reporting systems
Challenge existing FP&A workflows and propose practical improvements to forecasting accuracy and operational efficiency
Act as a liaison between FP&A users and technology teams, managing priorities and ensuring clear communication
Support the design and delivery of financial dashboards, KPIs, and management reports
Required Experience & Skills (Must-Have)
5–10+ years’ experience in FP&A, financial systems, or business analysis roles
Bachelor’s degree in Finance, Accounting, Information Technology, or a related field (or equivalent experience). An Advanced degree (MBA or similar) is advantageous but not required
Mandatory experience within the Financial Services industry, ideally:
Insurance (Life & Annuities)
Asset Management
Wealth Management
Strong understanding of FP&A processes, including forecasting, projections, scenario analysis, and variance reporting
Experience working with financial planning systems (e.g., Hyperion, Anaplan, Adaptive Insights, or similar)
Strong analytical skills with the ability to assess complex financial processes and recommend improvements
Excellent communication skills, with the ability to translate between finance and technical teams
Advanced proficiency in Excel and PowerPoint
Valid work authorisation to work in the United States is required
Candidates must have Financial Services domain experience and valid US work authorisation.
Nice to Have
Experience supporting large-scale financial system transformations
Familiarity with financial dashboards, KPIs, and executive reporting
Contract & Eligibility Information
This is a contract role
Valid US work authorisation must be in place at the start of the engagement
No contractor benefits are provided
Company-issued equipment will be supplied
Engagement is aligned to a long-term financial systems transformation programme
About the Company
Smart4 Energy is a rapidly growing talent solutions provider serving the global energy sector, with offices in Aberdeen, Darligton, Cape Town, London, and Austin. Our vision is to connect world-class talent with leading opportunities in the energy and resources sector, driving career growth and business success while shaping a sustainable future.
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